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June 28, 2005

United States
More wisdom from Martin Wolf

Having laid out the problem on Monday, Martin Wolf offers his solutions in tomorrow’s Financial Times. He presents three answers to the question "what is to be done"One answer is: nothing. Let each c…

March 29, 2005

United States
Too big to behave rashly

According to Andrew Samwick, the world’s central banks are too big to behave rashly. As he puts it: "We’re too big an economy, and our creditors’ portfolio holdings are simply too large for them to …

November 8, 2004

Pepsi is no longer red, white and blue

Buried deep within the Scott Kilman’s Monday WSJ article on rising food imports is the following gem:"Much of the Pepsi-Cola sold in the US is made from concentrate imported from places such as Irela…

September 18, 2005

United States
Synthetic CDOs, China and Systemic Risk

I suspect the stock of outstanding synthetic credit derivatives -- $ 1500 b in synthetic CDOs in 2004 v. $300 b or so in 2001, according to Mark Whitehouse of the Wall Street Journal -- is the only t…

April 25, 2005

Economics
Some good news

Boeing seems to be making a bit of a comeback on the back of a new small, light plane (the 787). Airbus is left hawking a heavier, lumbering giant (the A380) in the face of rising fuel prices. That…

November 21, 2005

Economics
Rogue Copper Trader?

Copper - according to Dan Gross -- is a good leading indicator of global economic activity.  It also is trading at close to a record high.  Other metals too. Last year, financial types used to joke…

September 4, 2005

Economics
Financial storm gathering?

Andrew Lo of MIT apparently thinks so.  His work provided the basis for this New York Times article by Mark Giben, an article that probably will attract less attention today than it would in more tra…

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 …

January 4, 2006

Capital Flows
The Bush Administration was for rebuilding Iraq before it decided it was not worth the effort

I don't quite know what to make of the news that the Bush Administration won't seek more budget funds to rebuild Iraq.   At least not this year.Is it:A leading indicator of a broader reductio…

December 5, 2005

Saudi Arabia
IMF ignores exchange rate surveillance …

For Saudi Arabia. Just how is the continuation of Saudi Arabia's dollar peg consistent with the IMF's long-term expectations for oil prices ($40-55 a barrel?) and the dollar (tend to depreciate ov…