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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…

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…

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…

June 12, 2006

Economics
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…

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…

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June 24, 2011

United States
Libya: "Justifications" for Intervention

Rebels fighters are reflected on a side mirror at the front line in Ajdabiyah June 22, 2011. REUTERS/Mohamed Abd El-Ghany As anyone who reads this blog probably knows, I have been a critic of the U…

Libya: "Justifications" for Intervention

October 2, 2011

You Might Have Missed: Gender Equality, Private Contractors, and a Syrian No-Fly Zone

U.S. Army soldiers returning from duty in Iraq walk through smoke as they arrive during a welcome home ceremony in Colorado Springs on February 13, 2009 (Rick Wilking/Courtesy Reuters). - World …

 U.S. Army soldiers returning from duty in Iraq walk through smoke as they arrive during a welcome home ceremony in Colorado Springs on February 13, 2009 (Rick Wilking/Courtesy Reuters).

October 3, 2011

Intelligence
Anwar al-Awlaki: What We Learned from His Killing

Anwar al-Awlaki, a U.S.-born cleric with ties to al Qaeda's Yemen affiliate, gives a sermon in an undisclosed location in October 2008. After covert military operations are revealed—in this cas…

Anwar al-Awlaki: What We Learned from His Killing

February 24, 2011

Sub-Saharan Africa
Africa Program Update

This is hopefully the beginning of semi-regular informal updates of what’s going on with the Ralph Bunche Chair here at the Council on Foreign Relations Africa program. We recently hired a new in…