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July 17, 2009

May TIC Data: Still Buying US Assets But Just the Liquid Ones

This is Rachel Ziemba. Brad will I think be back soon but I figured I’d get in one last post going into some excessive details on the Treasury International Capital (TIC) data. These days, the TIC d…

China USD holdings

July 9, 2009

The lunch may be free, but how much is it worth?

This is Mark Dow. Brad is still away. Diversification is the only free lunch in investing. But the way many investment managers sing its praises, one can’t help but wonder if its value is overstated…

Brazilian Real vs Turkish Lira, over the past year

December 14, 2009

China
The China Divide

Last week at a dinner in Washington, D.C. with a number of China experts, retired U.S. government officials and businesspeople, the table largely concluded that we should be “cautiously optimistic” a…

July 10, 2009

China
Chinese Handcuffs? No, Chinese trade deficit

This is Mark Dow. Brad is away. China has become the obsession that Japan was back in the 80s. And rightly so. It is a huge place, with a robust secular growth force underlying it (remember the cond…

Chinese trade balance, 2002-2009

January 15, 2010

China
Playing in the Global Sandbox

When I first heard the news that Google had outed the Chinese for their widescale cyberattacks and would no longer operate its service in China if subjected to government censorship, I gave a cheer. …

April 27, 2010

Japan
Reality Check on Futenma Relocation

Photo courtesy of REUTERS/Yuriko Nakao Government officials in Washington and Tokyo are working to come up with a new package of options that would allow U.S. Marine Corps Air Station Futenma to be …

Reality Check on Futenma Relocation

July 7, 2009

Muito Forte

This is Mark Dow here. Brad’s still on vacation. Here’s a quick chart  for anyone questioning the conditional convergence growth hypothesis in emerging markets. In English, the hypothesis loosely p…

Brazilian vehicle sales vs US vehicle sales, 2001-2009, normalized

July 8, 2009

The Monkey Multiplier

This is Mark Dow. Brad is still away. There has been a lot of response to the assertion I made the other day that base money has not been growing since December, and that the money multiplier is not…

The M2 Money Multiplier vs Base Money, last 16 months

April 28, 2010

Iran
Will a Climate Bill Cost Iran $100 Million a Day?

A big new talking point has emerged in the battle for a climate bill. Reuters reports: “[Senator John] Kerry also has been casting the climate debate in national security tones. He joined veterans…

April 21, 2010

China
Northeast Asian Public Views: Isolated North Korea; Good Vibes Between Japan and South Korea

The latest BBC/World Service Poll conducted in January and released earlier this week has some results in Northeast Asia that offer some food for thought—at least for anyone who thinks that public vi…