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April 23, 2005

Economics
A glass half empty, in three different ways

It seems to me that there are three big risks - the result of what economists like to call imbalances -- hanging over the global economy, even leaving aside the possibility of an old fashioned oil su…

April 30, 2005

Monetary Policy
Japanese reserve management v. Chinese reserve management; transparent v. not.

Billmon has an interesting post up that lays out his take on the current state of the economy. It includes an interesting analysis of how a slowing US will interact with the new Bretton Woods 2 syst…

April 30, 2005

Monetary Policy
So, have central banks lost interest in Treasuries?

Two apologies in advance: First, this is one my wonkier/ data-intensive kind of posts. Second, this post responds to a subscription only Wall Street Journal C4 article by Agnes Crane that ran last …

May 14, 2005

Economics
It seems like both the People’s Bank of China and W

hold lots of worthless IOUs in their portfolios (link via Dan Gross/ Moneyblog).There seems to be a lot to talk about this weekend, whether the Fed’s various views on the risks associated with the US…

June 19, 2005

China
Two articles on China. One good. One not so good.

Reuters has done a nice wrap up of what we know -- and more importantly what we don’t know -- about how China manages its reserves. They correctly note that the TIC data misses so much that it, alon…