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September 7, 2006

Tyler Cowen apparently did not read my China testimony! The RMB’s value does influence trade flows

The New York Times’ conservative columnists certainly know how to get my blood boiling.  David Brooks, among other things, apparently thinks the key to a hedge fund salary is good people skills – not…

November 5, 2007

Inflation in China?

michael pettisIt’s always a pleasure to be asked to guest-blog for such a much-admired and widely-read blog.  In about an hour I will be meeting up with Brad here in lovely smog-free Beijing (sick jo…

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…

December 5, 2007

Competition — and coordination — within the Chinese state as China goes forth

Today’s Financial Times has an important article by Geoff Dyer and Sundeep Tucker examining the overseas expansion of Chinese companies in general, and Chinese state companies in particular.  It is a…

March 18, 2008

Falling Interest Rates Explain Rising Commodity Prices

Jeffrey FrankelNote: this post is from Jeffrey Frankel filling in for Brad Setser If strong economic growth is not the explanation for the large increases since 2001 in prices of virtually all mine…


March 17, 2008

World Growth Can No Longer Explain Soaring Commodity Prices.

Jeffrey FrankelNote: This post is from Jeffrey Frankel not Brad Setser. It is hard to remember now, but mineral and agricultural commodities were considered passé less than ten years ago. Anyone who …


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

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

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…