138 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…

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…

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…

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 …

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 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

November 18, 2007

Financial Markets
The Gulf seems determined to let everyone take a punt on a December revaluation

Note: This is Brad Setser, Not Michael Pettis The heads GCC countries will meet in early December.  They are expected to announce that the launch date of their currency union will be delayed – and pr…

January 20, 2008

United States
The United States, on sale

The front page of the Sunday New York Times had a long article by Peter S. Goodman and Louise Story. But Maureen Dowd is a better barometer of the cultural zeitgeist that news page: today’s column …

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