123 Results for:

November 6, 2004

Will Japan be able to stay on the sidelines for long?

Some facts: 1) In 2003, Japan increased its reserves by $200 billion, emerging Asia by $245 billion. The world as whole increased its reserves by $500 billion, so Asia accounted for most of the worl…

March 31, 2006

Europe
France: The most “Anglo-Saxon” of the big 3 continental economies

That's a headline you won't see in the financial or popular press.  The basic narrative is already established:  France won't change, and as a result, will lag behind the more flexible "A…

April 10, 2006

China
China worries the US may want a “competitive” dollar

Xia Bin, head of the financial research institute at the cabinet's Development Research Centre, didn't use Martin Feldstein's clever term though.  He worries about a weak dollar policy."W…

May 29, 2005

Europe
Non, and loudly

France has spoken.I don’t have any creative or original thoughts on what the French vote means for Europe, though, like many others, I found Henry Farrell’s thoughts interesting. For those intereste…

September 20, 2006

Europe
Is it Europe’s turn to rise a housing bubble?

Both Morgan Stanley (at least Eric Chaney) and JP Morgan (in their latest global outlook) now recognize that Europe has emerged as an important engine of global demand growth.    Indeed, the 2005 sur…

eu_housingmarket_on_the_tak

April 24, 2006

France spends, Germany saves

The FT's headline writers managed to summarize the Eurozone economy in four words.  And unlike much recent commentary, which is based on a pervasive but inaccurate perception that France isn'…

September 5, 2006

Europe
Can the G-7 (and the IMF) match Ken Rogoff?

I quite liked Ken Rogoff’s policy prescriptions for global rebalancing.  Specifically, I thought Rogoff got two key things right. First, He recognizes that Europe already is contributing …

April 19, 2007

United States
The IMF’s forecast for the global current account

The IMF – as the FT, Stephen Roach and William Pesek have all noted -- has decided to stop worrying about what might go wrong in the global economy and start celebrating all that is going right.   Sl…

weo_global_c_account_07_small

April 20, 2010

Thailand
What Now for Thailand?

Photo courtesy of Reuters/Eric Gaillard The standoff in Bangkok looks like it will come to a head dangerously soon. Thai Prime Minister Abhisit Vejjajiva has tasked the commander in chief of the arm…

Anti-government

December 24, 2010

Congresses and Parliaments
Friday File: Vacation Time

Above the fold. So President Obama is now off on vacation in Hawaii. He presumably will enjoy it, having crossed repeal of "Don’t Ask, Don’t Tell" and passage of the New START Treaty off his to…

Friday File: Vacation Time