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December 8, 2006

China
Auto parts, China, protectionism

I have long thought that China's move into auto parts was a possible (political) trigger for a new set of stress on Bretton Woods 2 -- the point where the shift of manufacturing production out the US…

August 23, 2007

Financial Markets
If the US Treasury doesn’t think the dollar is overvalued, can it also think that RMB is undervalued?

Christopher Swann of Bloomberg noticed the line in the IMF’s most recent Article IV report indicating that senior US officials objected the IMF’s conclusion – based on their model for equilibrium rea…

April 6, 2008

Financial Markets
Just how much money do sovereign wealth funds have?

A ton, according to Morgan Stanley’s Stephen Jen and a host of Wall Street investment banks Not all that much, according to Milken Institute’s Christopher Balding (as reported by Bob Davis in the Wa…

adia

September 18, 2008

China
Morgan Stanley/ CIC

Reuters is reporting that Morgan Stanley has approached the China Investment Corporation (CIC) for additional capital; it isn’t just talking to Wachovia. It order to get the equity it needs, the …

October 14, 2008

Economics
Congratulations Dr. Krugman

Obviously very well-deserved. Of course, I am more-than-a-little biased. A few weeks ago, I was thrilled to find out that this blog was on the reading list of an upper level Princeton course…