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October 12, 2005

China
China’s trade surplus dipped in September

China's monthly surplus was over $10 billion in August, and "only" $7.5 billion or so in September. The pace of export growth dipped a bit in September (v. August), while import growth stayed at its …

January 19, 2006

Financial Markets
The global flow of oil

The health of the US economy - and for that matter the world economy - hinges on the sustained flow of capital from the world's emerging economies to the US.   The health of the US economy also depen…

January 24, 2006

United States
Robert Rubin still worries about the risk of a hard landing …

From Rubin's Wall Street Journal oped: The effects of these fiscal conditions are exacerbated because they occur, uniquely in the U.S. amongst the developed nations, in combination with a very low pe…

April 10, 2006

China
China worries the US may want a “competitive” dollar

Xia Bin, head of the financial research institute at the cabinet's Development Research Centre, didn't use Martin Feldstein's clever term though.  He worries about a weak dollar policy."We cannot und…

April 13, 2006

Financial Markets
Abridged Roubini on oil at $70 — and not-so-abridged Setser on Petrodollars

A condensed version of Dr. Roubini's latest post:"I was wrong about the impact of $40 oil, but I'll be right about the impact of $70 oil."I know Dr. Roubini was wrong about the impact of $40 oil beca…

Abridged Roubini on oil at $70 — and not-so-abridged Setser on Petrodollars