January 14, 2020Taiwan
A number of Asian countries could be designated as manipulators in the U.S. Treasury's April foreign exchange report. And unlike the politically motivated designation of China last summer, there woul…
January 6, 2020China
Earlier in the year, there was a plausible argument that Trump's tariffs were mostly just diverting U.S. demand to other markets. But in recent months imports from China and imports from the United S…
December 17, 2019United States
FDI is increasingly driven by tax avoidance.
December 10, 2019Education
Speakers discuss the power yielded by foreign governments through large donations to U.S. universities, the proliferation of government-funded Confucius Institutes on campuses, and the potential thre…
December 10, 2019China
U.S. imports from China are down. China's imports from everyone are down.
December 3, 2019Asia
Quarterly disclosure with a quarter lag doesn't add much to the numbers already provided in the balance of payments (especially if it isn't clear what is being disclosed). Semi-annual disclosure prov…
November 19, 2019United States
Stalled export growth is more a function of the strong dollar than of Trump's trade wars. U.S. non-petrol exports haven't grown over the last five years.