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April 15, 2005

United States
The February TIC data

And the money keeps rolling in ... In February, the US raised $84.5 billion in financing abroad through the sale of long-term securities. Net sales of debt ("debt exports") of $92.5 billion let the…

June 1, 2005

United States
Is the US sufficiently geared up?

Deep Throat is no longer Washington’s best kept secret, the ten-year Treasury note yields less than 4% and Stephen Roach is a (reluctant) bond bull. The currency of a country with a 6.5% of GDP cur…

November 8, 2004

Pepsi is no longer red, white and blue

Buried deep within the Scott Kilman’s Monday WSJ article on rising food imports is the following gem:"Much of the Pepsi-Cola sold in the US is made from concentrate imported from places such as Irela…

August 3, 2007

China
What RMB appreciation?

There is a tendency to equate the RMB/ dollar with the RMB.   That most often shows up in tendency to equate an appreciation of the RMB against the dollar with an appreciation of the RMB.   That is a…

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January 24, 2008

Financial Markets
Property without power?

Diplomatic sovereign wealth funds argue, more or less, that they have no desire for power - so there should be no restrictions on their ability to accumulate property. Those hoping for a cut of the S…

August 5, 2007

Budget, Debt, and Deficits
Taxing the kings of private equity like the rest of us

Cheers to the New York Times,  the Financial Times, the Economist,  Charlie Rangel, Robert Rubin, Alan Blinder, Paul Krugman, Warren Buffet (I think it is implied here), Bill Gross, Greg Mankiw (extr…

January 10, 2008

Emerging Markets
Shanghai, Mumbai, Dubai or goodbye. The year of reverse bailouts

Shanghai, Mumbai, Dubai doesn’t really quite work. The CIC is in Beijing, not Shanghai. Singapore has committed more funds to troubled banks than Mumbai. Abu Dhabi, Saudi Arabia and Kuwait have a …

January 28, 2011

Diplomacy and International Institutions
Friday File: “Friday of Wrath” Tests the Obama Administration

An anti-government protester defaces a picture of Egypt's President Hosni Mubarak in Alexandria. (Courtesy Reuters) Above the Fold. Just three days after delivering a State of the Union Address …

An anti-government protester defaces a picture of Egypt’s President Hosni Mubarak in Alexandria.

March 21, 2011

Politics and Government
Campaign 2012: Hello Tim Pawlenty, GOP Presidential Candidate

Tim Pawlenty speaks during the Iowa Faith and Freedom Coalition's Spring Event on March 8, 2011. (Brian Frank/courtesy Reuters) Only one Big Ten university has ever graduated an American preside…

Tim Pawlenty speaks during the Iowa Faith & Freedom Coalition’s Spring Event at Point of Grace Church in Waukee, Iowa on March 8, 2011.

April 18, 2011

Politics and Government
Campaign 2012: Hello Rick Santorum, GOP Presidential Candidate

Rick Santorum speaks during the Iowa Faith & Freedom Coalition's Spring Event in Waukee, Iowa March 7, 2011. (Brian Frank/courtesy Reuters) Pennsylvania State University can claim many accomplis…

Rick Santorum speaks during the Iowa Faith & Freedom Coalition’s Spring Event in Waukee, Iowa March 7, 2011.