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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 ab…

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 ear…

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…

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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?

March 22, 2010

China
Where’s the Tipping Point in U.S.-China Relations?

Photo Courtesy of REUTERS/Jason Lee Some of my old State Department colleagues tell me that the current downturn in U.S.-China relations is nothing new.  It’s just countercyclical, they say.  “Remem…

Where’s the Tipping Point in U.S.-China Relations?

April 27, 2010

India
India Is at the Top Table. Now What?

Photo courtesy of REUTERS/Jason Reed On Sunday, China and India enlarged their seats at the top table of international relations.  As part of a general increase in capital, rich countries agreed to …

India Is at the Top Table.  Now What?

May 24, 2010

China
Is the U.S.-China Strategic and Economic Dialogue Worth the Effort?

Jason Lee/Courtesy Reuters We have two new posts up on the U.S.-China Strategic and Economic Dialogue (S&ED). The first, along with our colleagues Evan Feigenbaum and Steve Dunaway, covers a range …

China’s Vice Premier Wang Qishan gestures to U.S. Treasury Secretary Timothy Geithner and U.S. Secretary of State Hillary Clinton during the opening ceremony of the China-U.S. Strategic and Economic Dialogue in Beijing

June 24, 2010

China
Chinese Politics -- Not an Oxymoron!

Photo courtesy of REUTERS/Jason Lee I have a Ph.D. in Chinese politics—which means I have an abiding faith in the idea that, yes, China actually does have politics. That’s always been true, even in…

Chinese Politics -- Not an Oxymoron!

July 28, 2010

Energy and Climate Policy
Guest Post: Green Jobs Didn’t Fail to Sell the Climate Bill

This is a guest post from Jason Scott, Managing Partner and Co-Founder of EKO Asset Management Partners. Thanks to Michael for the opportunity to guest post. I consistently enjoy his often contraria…