July 10, 2018China
This one is for my currency trading friends...
April 13, 2018Thailand
The U.S. Treasury Department’s next foreign exchange report is due on April 15—so it should come out soon, maybe even tonight. Normally the section on China attracts all the attention. But righ…
July 5, 2018Aging, Youth Bulges, and Population
A rapidly growing population will create a “demographic dividend,” and urbanization will accelerate economic development, or so the “Africa rising” narrative goes. Given Africa’s lack of basic infrastructure, ranging from roads to hospitals to schools, both propositions are dubious.
September 5, 2017Trade
G-3 exchange rate moves over the past four years have had expected impacts on trade flows
June 9, 2017Japan
Since the end of 2012, the yen has depreciated significantly and the dollar has appreciated significantly. Enough time has passed to look at how U.S. and Japanese exports have responded to these exch…