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August 24, 2005

United States
Are we ignoring the United States’ strengths?

Anantha Nageswaran of Libran Asset Management in Singapore has submitted a set of (lengthy) comments that respond, in some sense, to many of the points I and others have raised on this blog.   Check …

March 14, 2006

United States
The 2005 (and 2006) current account deficit

The 2005 current account deficit: $805 billion. or 6.4% of US GDP That is a bit smaller than I expected.    The q3 deficit was revised down.  Reinsurance payments were higher than initially foreca…

April 17, 2006

Monetary Policy
Treading water (the February TIC data and ongoing central bank financing of the US)

The world bought $87b more of US long-term debt and equity than the US bought of foreign debt and equity.    The net inflow exceeded expectations - there were some concerns that TIC inflow wouldn&#39…

June 1, 2005

Economics
An unbalanced US economy continues to get more unbalanced

Yes, I am repeating myself. But the data is pretty clear.Housing Prices. Up. Particularly in big cities on the coasts. Leading indicators for housing. Up. Check out Calculated Risk for more.Ma…

December 8, 2006

Monetary Policy
Bretton Woods 2: On its last legs? Or still going strong at the end of 2006?

Or perhaps a complicated combination of both?   That is a question that has popped up over at Martin Wolf’s forum.   It is a keyquestion for the global economy, and for financial markets.Those bettin…

October 15, 2006

China
China tops the US — at least in the goods exporting league table

It is official.  China exported more goods than the US in August – and most likely in September too.  It is pretty clear which part of the dollar zone benefited most from dollar depreciation.   For t…

chinaus1

June 8, 2010

Cybersecurity
Rules of the Road

China’s Information Office of the State Council just released its White Paper "The Internet in China." Photo courtesy of flickr/pmorgan There’s not a great deal that’s new or surprising in the pape…

Rules of the Road

March 31, 2011

Defense and Security
Is Operation Odyssey Dawn Constitutional? Part III

Then President Bill Clinton beside Gen. Hugh Shelton, then chairman of the Joint Chiefs of Staff, explaining the U.S. and NATO mission in Kosovo on April 1, 1999. (Win McNamee/courtesy Reuters) Yest…

U.S. President Bill Clinton beside Gen. Hugh Shelton, then chairman of the Joint Chiefs of Staff, explaining the U.S. and NATO mission in Kosovo on April 1, 1999. (Win McNamee/courtesy Reuters)

December 22, 2010

Politics and Government
Turn Out the Lights

Somewhere up above Dandy Don Meredith is singing "Turn Out the Lights, The Party’s Over." Unless Senators Mitch McConnell and Jon Kyl can find some of the magic that graced the Philadelphia Eagles …

Turn Out the Lights

March 25, 2011

Wars and Conflict
Is Operation Odyssey Dawn Constitutional? Obama versus the Framers

Independence Hall, Philadelphia, Pennsylvania. (Courtesy Library of Congress) I noted in a post earlier today that President Obama can make a credible legal case—if he were ever forced to make one—t…

Independence Hall, Philadelphia, PA (Courtesy Library of Congress)