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February 21, 2005

Budget, Debt, and Deficits
The confused conservatives on the Washington Post oped page …

The Washington Post put out an oped on the partial privatization of Social Security over the weekend, which Kevin Drum appropriately jumped on.One item in the oped jumped out at me:The second risk i…

September 12, 2005

China
Show me the money (really, show me China’s reserves)

China's Alan Greenspan (Zhou Xiaochuan) has indicated China won't roil financial markets with "active composition adjustments of the foreign reserves."  fine.   But any central bank adding about $20 …

January 30, 2006

Emerging Markets
It is hard to bet on curve flattening when the curve is already flat

Or spread compression when spreads have already compressed. As David Altig kindly noted, I was quoted in Clint Riley's Wall Street Journal story about the impact of a flat yield curve on bank earning…

June 26, 2007

Monetary Policy
Do foreign holdings of US debt put the US economy at risk?

I am testifying later today (gulp) before the House budget committee -- and the time that normally goes into writing blog posts has gone into preparing my written testimony.  That means I haven't had…

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December 15, 2009

India
Shoals Ahead for the United States and India?

Photo courtesy of REUTERS/Jason Reed Manmohan Singh has come and gone, but his visit to Washington last month leaves several questions unanswered about the future of U.S.-India relations. Comparison…

Shoals Ahead for the United States and India?