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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…

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…

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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March 17, 2011

The World Next Week on Injured Reserve

U.S. President Obama meets with Ireland's Taoiseach Enda Kenny at the White House. (Jason Reed/courtesy Reuters) Technical problems derailed today’s recording of The World Next Week. No, that is not…

U.S. President Obama meets with Ireland’s Taoiseach Enda Kenny at the White House.