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July 31, 2006

Financial Markets
Growth slowing, oil rising … not good

If Roubini  hasn’t done enough to convince you that the US is at risk of a slump … check out Calculated Risk.   A big fall in residential investment would put something of a dent in the US economy.An…

April 25, 2007

Economics
Five observations: all loosely tied to yen and dollar weakness and the swelling coffers of the emerging world

One. Yes, Virginia, exchange rates do matter … Japan’s trade surplus is rising.  Its current account surplus should be rising even more, as its interest income should be increasing too.   The MoF is …

investment_funds

January 6, 2008

Economics
Looking back at the top macroeconomic and financial stories of 2007, and looking forward to 2008

Here is my list of the top five stories of 2007 - and some things that I’ll be watching in 2008. What did I miss?1. The "subprime" crisis. The credibility of Wall Street’s financial engineering …

November 3, 2008

United States
Economic Policy Challenges for the Next Administration

The incoming President faces a series of daunting economic challenges including a global financial crisis, a growing budget deficit, and, as the graph above indicates, a potentially severe recessio…

Economic Policy Challenges for the Next Administration

March 21, 2011

Guest Post: Google Ideas and Council on Foreign Relations Team-up on Counter-radicalization

Crime scene investigators examine a Nissan Pathfinder that was packed with bomb materials in Times Square. (Brendan McDermid/courtesy Reuters) Home-grown terrorism has emerged as a major policy chal…

Crime scene investigators examine a Nissan Pathfinder that was packed with bomb materials in Times Square.