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March 8, 2005

Financial Markets
I hope Andy Xie is wrong about this

Xie argues that Chinese prices won’t converge to US levels; rather US prices are likely to need to fall to Chinese levels.When a small economy like South Korea begins to develop, it is quite reasonab…

Blog Post by Brad W. Setser Follow the Money

October 28, 2008

Financial Markets
JP Morgan is now forecasting a global recession

Via Martin Wolf and Nouriel Roubini comes the latest global forecast from JP Morgan: "Once again, we have taken an axe to near-term growth forecasts for the developed world and will likely follow up…

Blog Post by Brad W. Setser Follow the Money

May 3, 2024

United States
Election 2024: Trump Talks Foreign Policy With Time Magazine

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: Donald Trump gave his most detailed interview on foreign policy yet. He made some dubious claims bu…

Trump
Blog Post by James M. Lindsay The Water's Edge

September 19, 2006

Financial Markets
The problem with fair value calculations … JP Morgan, the dollar and China

Drausio Giacomelli’s model for long-term effective real exchange rates indicates that the yen is undervalued by 9%, just a shade more than the dollar – which is undervalued by 8%.     The South Afric…

Blog Post by Brad W. Setser Follow the Money

February 16, 2018

North Korea
Avoiding War With North Korea

The U.S. military is prepared for a number of contingencies with regard to North Korea, but the best path forward is diplomacy aimed at denuclearization.

KCNA
Interview by Ankit Panda and Daniel S. Morgan

December 19, 2006

Emerging Markets
Andy Mukherjee should get an award for the most prescient financial column of the month of December -

The title of his December 15th column was “Asian central banks may spook investors in 2007.” He mentioned China, India and South Korea.    Thailand seems to have beat them all to the punch. Mukh…

Blog Post by Brad W. Setser Follow the Money