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October 6, 2008

Monetary Policy
Official flows now make up the majority of gross flows to the US

This week’s Economics focus notes “Last year just over $2 trillion of capital—direct investments in firms or purchases of bonds, equities and other loans—came from investors outside America, mostly …

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Blog Post by Brad W. Setser Follow the Money

April 2, 2006

Europe
Daniel Gross continues to say interesting things about the global economy

Daniel Gross has noted one other way the US and continental Europe are more alike than different - corporate success hasn't translated into broad-based wage gains.    Corporate profits are rising rel…

Blog Post by Brad W. Setser Follow the Money

June 3, 2005

Economics
If Roach says 3.5% and Gross says 3%, someone else has to say 2.5%

Roach and Gross could not stay among the most bullish on bonds for very long. From Marc Gilbert’s column today.Gabe Borenstein, managing director of global investments at Investec Holdings Ltd. in N…

Blog Post by Brad W. Setser Follow the Money

December 6, 2005

United States
Alan Greenspan, financial globalization, home bias and central bank reserves

The very last paragraph of Alan Greenspan's last speech on global imbalances seems to have generated the majority of the press that came out of his London speech on global imbalances.   I kind of lik…

home bias and central banks
Blog Post by Brad W. Setser Follow the Money

August 24, 2005

Financial Markets
Is Alan Greenspan encouraging moral hazard in … China?

Listen to one Chinese fund manager in this morning's Wall Street Journal:  "Mr. Zhu (who helps manage US dollar investments for the Bank of China) expresses confidence in the US dollar and the health…

Blog Post by Brad W. Setser Follow the Money