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March 5, 2008

China
What can not go on forever seems to be going on forever: China’s amazing January reserve growth

Let’s just say that Wang Qishan has his work cut out for him.Reuters reports that China’s reserves increased by $61.6b in January alone. That is a stunning sum. $60b is roughly the size of the US m…

July 6, 2007

Emerging Markets
One more reason China and Russia are not quite as welcoming to foreign direct investment these days…

They don't need the money.Deborah Solomon's interesting A1 Wall Street Journal story about the US Treasury's concerns that the world may not be quite as open to US direct investment as it used to be …

July 9, 2018

China
U.S.-China Trade War: How We Got Here

Background reading for the trade war with China.

Staff members set up Chinese and U.S. flags for a meeting between Chinese Transport Minister Li Xiaopeng and U.S. Secretary of Transportation Elaine Chao at the Ministry of Transport of China in Beijing, China April 27, 2018

May 18, 2007

China
Exchange rates don’t matter. At not least not the RMB/ dollar …

Sometimes it seems that the larger China’s current account surplus – and the bigger the share of the US current account deficit financed by China’s government – the more insistent the Economist becom…

June 6, 2008

Financial Markets
Does Chinese inflation now constrain the Fed?

Tim Duy, with rather impressive timing, says yes. Rising inflation in China and the Gulf, the key regions in today’s "dollar zone," now have a large enough impact on prices in the US to limit the F…