Council of Councils
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Introduction
Over the last several decades, governments have collectively pledged to slow global warming. But despite intensified diplomacy, the world is already facing the consequences of climate…
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June 18, 2006
Emerging Markets
A hard landing in 2006 - just not in the US?
Nouriel and I postulated back in early 2005 that there was a meaningful risk that the next “emerging market” crisis might come from the US – and it might come sooner than most expected. The basic q…
December 22, 2014
United States
Ten Americans Who Died in 2014 Who Shaped U.S. Foreign Policy
As 2014 comes to a close, here are ten influential U.S. foreign policy figures who passed away this year.
November 21, 2006
Europe
The booms in Spanish and Irish real estate make the US real estate boom look timid
I have outsourced Thanksgiving blogging to Charles Gottlieb of the Center for European policy studies in Brussels. (Charles.gottlieb at ceps.be)His topic: The Spanish and Irish housing booms (or bu…
June 20, 2007
United States
Does Bretton Woods 2 end with a bang or with a wimper — a dialogue
What follows is a bit of an experiment. I am posting -- with permission -- a lightly edited version of an email exchange that I had with a global equity portfolio manager a few days ago. Like all…