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January 17, 2006

United States
Where is the trade deficit heading? How I differ from Justin Lahart (and a few others)

Justin Lahart (of the Wall Street Journal's Ahead of the Tape column) correctly called the fall in the monthly trade deficit last Thursday. But he - channeling Jim Griffin of ING investment manag…

May 27, 2006

Emerging Markets
Have emerging markets changed more than the markets?

Is the lesson of the most recent bout of turmoil in the emerging world “emerging market economies have changed, but the markets have not”?How have emerging economies changed since 1997, the last time…

June 12, 2006

Maybe Disney doesn’t generate so much dark matter after all

Check out today's Wall Street Journal story on Hong Kong Disneyland.  It doesn't seem to be living up to expectations.Disney is making dozens of changes to make the experience more understand…

September 18, 2006

United States
On track for a $900b current account deficit (assuming the financing is there)

The q1 current account deficit got revised up (income and transfers always looked a bit low).   And q2  is a bit bigger than q1.     As Lex notes, the US income balance is pretty clearly now in the r…

February 7, 2007

US to China: See you in court (maybe)

When I saw that the US was initiating a WTO case challenging China's various tax favors and export rebate, I knew who to turn to for analysis.  Emmanuel -- a regular participant in the comments s…


April 9, 2007

Monetary Policy
What have the world’s central banks been up to? The latest Treasury survey provides some clues

I suspect I am one of a very small number of people who eagerly awaits the publication of the Treasury’s annual survey for foreign portfolio investment.     Wall Street doesn’t find it particularly u…

June 20, 2007

United States
Does Bretton Woods 2 end with a bang or with a wimper — a dialogue

What follows is a bit of an experiment.   I am posting -- with permission -- a lightly edited version of an email exchange that I had with a global equity portfolio manager a few days ago.   Like all…

August 20, 2007

Financial Markets
Reverse engineering financial engineering

The process that turned subprime mortgages into triple AAA rated securities is, by now, pretty well known.   Rich Bookstaber (his blog is here) describes the process nicely.Here's the recipe for …

May 26, 2008

Libya Shunning the Dollar?

This post is by Rachel Ziemba, filling in for Brad Setser. I want to thank Brad for giving me the chance to guest blog again. With oil futures staying above $130 a barrel - the links between dollar…


December 1, 2008

Human Rights
Pass FTA and amend Plan Colombia, from the Washington Times

It has been two years since the United States and Colombia signed a free trade agreement, and it still has not been approved by Congress, in part due to concerns over Colombia’s human rights record. …

Pass FTA and amend Plan Colombia, from the Washington Times