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May 4, 2008

Financial Markets
The Economist and Goldman on oil and the dollar

I liked the lede of this week’s economist story on the Fed, the dollar and oil: “THE spirit of St Augustine hovered over the Federal Reserve this week. “Oh Lord, let us stop cutting interest rates…

July 13, 2009

Will the Chinese Keep Saving?

In a recent post, Jeffrey Frankel asks will the U.S. Keep Saving? noting that despite the recent increase in the U.S. savings rate, the demographics of the U.S. (as well as those of Japan and Europe…

December 15, 2009

China
Green Innovation

Two good new articles--Evan Osnos in the New Yorker and Shai Oster in Wall Street Journal-- address the question of China’s innovative capabilities in green technologies. Both come out at about the s…

August 17, 2010

Summer Reading

I’m traveling for the next couple weeks and so will be posting lightly (at best). In lieu of analysis, here are a few things I’ve been reading that I’d encourage others to look at too: “Evaluation o…

September 23, 2010

Iran
The Iranian Nuclear Program: Some Observations from Israel

I spent the first part of this week in Israel talking to people about the Iranian nuclear program. I thought I’d share a few observations. (While I’m writing about travel: I’ll be in Shanghai and Hon…