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…

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…

This Financial Times articles by Andrew Balls and Richard McGregor is worth reading.  It makes two key points:1. China did not give the US any hints what it plans to do next with its currency next.  …

Andrew Browne did something somewhat unusual in Monday's Wall Street Journal (see p. A2 of the print edition, unfortunately, I have not been able to find the link). He wrote about China, and got the …

I strongly recommend the latest by Balls (in DC) and Dyer (in Shanghai). It covers both sides of the "does China's reserve management matter" debate.  But it gets two key points absolutely right: Chi…