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April 25, 2006

Bad optics

Many have noted that the White House botched the stagecraft of Hu's not-quite-a state visit.  Forget Falun Gong.   Focus on announcing China's national anthem as the anthem of the "Republic of China"…

Blog Post by Brad W. Setser Follow the Money

April 30, 2006

Can the dollar block survive another bout of dollar weakness?

In case you haven't noticed, the dollar is now closer to 1.30 (v. the euro) than 1.20 - or even 1.15.  Carry is no longer king.   There is talk of a "regime change" in the fx market.  Or at least an …

Blog Post by Brad W. Setser Follow the Money

May 11, 2006

China
I must be the least dovish of all China doves …

I have been quoted rather extensively in the past few days on Treasury’s foreign exchange report – And in this debate, you are either a dove or a hawk.   Doves (Roach) don’t think that the US sho…

Blog Post by Brad W. Setser Follow the Money

July 12, 2006

United States
How long can non-oil imports remain flat if the US economy continues to grow? (The May trade data)

The basic story in the May data is that nothing much has changed, other than the oil price. And that in some sense is good news.  Export growth continues at a quite nice clip.  Thank you Boei…

Blog Post by Brad W. Setser Follow the Money

November 7, 2006

China
It is semi-official –China has $ 1 trillion in reserves …

So says Chinese State TV. SAFE issued a non-denial denial.  SAFE didn't deny having $ trillion in the bank, but did deny issuing any formal statement showing that they have $1 trillion in the bank: "…

Blog Post by Brad W. Setser Follow the Money