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November 21, 2005

Economics
Rogue Copper Trader?

Copper - according to Dan Gross -- is a good leading indicator of global economic activity.  It also is trading at close to a record high.  Other metals too. Last year, financial types used to joke…

January 25, 2006

China
Chart envy. China’s goods exports v. US goods exports

Every now and again, I run a across a chart that is so good that I really, really wish I had thought to do it myself. James Pressler of Northern Trust's chart comparing Chinese goods exports v. U…

April 13, 2006

Financial Markets
Abridged Roubini on oil at $70 — and not-so-abridged Setser on Petrodollars

A condensed version of Dr. Roubini's latest post:"I was wrong about the impact of $40 oil, but I'll be right about the impact of $70 oil."I know Dr. Roubini was wrong about the impact of $40 …

Abridged Roubini on oil at $70 — and not-so-abridged Setser on Petrodollars

February 22, 2006

Capital Flows
The (strange) politics of globalization

Maybe the US would be better off if China owned Unocal's Asian oil fields Not economically.  Unocal's oil and gas fields are presumably worth a bit more now than they were last summer.  But s…

December 7, 2005

Economics
Gone (ice) fishing …

I will be away from my desk for the next week or so on a business trip.  I'll probably post a bit, modern communications and all.  But I doubt I'll post every day.    I suspect that a couple …

October 24, 2006

Financial Markets
Not so big worries for big oil — even at $60 a barrel, oil is rather expensive

I would be the first to concede that $60 isn't $80.  Or even $70, the average price for oil (at least the good sweet light easy to refine stuff) in the second and third quarter.   US consumers - …

January 20, 2007

China
China considering new ways of managing its foreign assets

That, at least, is how I read Premier Wen's statement at the Party's financial work conference.  Wen:China [will] take "comprehensive measures" to attain balance in its external payments whil…

March 20, 2007

China
$1.5 trillion, not $1.1 trillion - and rising fast

China's formal reserves were a bit under $1.1 trillion – think $1.066 trillion – at the end of last year.  No doubt they are close to $1.1 trillion, if not above it, now.    No wonder China’s cen…

January 3, 2007

China
Modest ascent of yuan v. dollar fails to pinch Chinese exporters …

I don’t usually do press criticism, but I really didn’t like James Areddy’s Wall Street Journal story about how the yuan’s 6% rise (v. the $) since mid 2005 is starting to cut into Chinese exports (a…

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August 26, 2007

Financial Markets
Petrodollars (once again)

A sage commenter once suggested that this blog should be titled follow the money – since it has focused, more than anything else, on trying to understand how the US finances its large current account…