844 Results for:

September 23, 2004

United States
The currency strategist at Morgan Stanley might want to talk to the chief economist at Morgan Stanley

Steve Johnson’s market insight column in Thursday’s Financial Times keys off Morgan Stanley’s currency strategist Stephen Jen’s argument that "As long as Asia insists on staying inside this dollar ar…

December 22, 2004

Politics and Government
A modest proposal of my own

My modest proposal: anyone writing about Social Security should have to pass a test demonstrating that they have read the Social Securities trustees report, and understand the basic dynamics of a sys…

April 27, 2005

United States
Ending the Post 9/11 Security Neglect of America’s Chemical Facilities

Written Testimony before a hearing of the Committee on Homeland Security and Governmental Affairs United States Senate on “The Security of America’s Chemical Facilities"Chairman Collins, Senator Lieb…

March 9, 2005

United States
Beware, should Norway ever diversify its petroleum fund: more than you want to know about the market for US debt

The fastest growing US export: Debt, without a doubt.Exports of long-term debt securities have grown from $404.5 billion in 2001 to $890 billion in 2004. That is an impressive 120% increase over fou…

November 30, 2004

United States
Their savings, our problem?

It seems like American households are now saving about a penny of every dollar they earn, and recently even less. Foreigners exporting to the US, in contrast, save roughly 35 cents of every dollar …

August 5, 2005

Capital Flows
China, the US and the geopolitics of oil

The CNOOC Unocal saga is over. But CNOOC's ambitions remain: Energy market experts now expect Cnooc, which is controlled by the Beijing government, to explore opportunities throughout the Asia-Pa…

November 9, 2005

United States
Responding to the Threat of Global, Virulent Influenza

Chairman Lugar, Senator Biden, and distinguished members of the United States Senate Committee on Foreign Relations. I am honored to appear before you this morning to discuss our nation’s response to…

August 15, 2005

United States
The puzzling global flow of funds

I am less impressed by the June TIC data than the markets.   Yes, foreign purchases of US corporate debt skyrocketed, but foreign demand for Treasuries disappeared.  Total "private" purchases of US d…

November 30, 2005

China
China-U.S. Energy Policies: A Choice of Cooperation or Collision

8:30-9:00 a.m. Breakfast Reception9:00-10:00 a.m. Meeting

Podcast

July 13, 2005

Monetary Policy
The euro/dollar, valuation losses and central bank reserves

India, Thailand and Korea all have fewer reserves than they did at the end of March. At least in dollar terms. Their euros and euro-denominated bonds are not worth what they used to be.Malaysia - …