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April 12, 2005

Economics
My New Job

If you read Justin Lahart’s Ahead of the Tape column in today’s Wall Street Journal carefully, you may have noticed that he quoted Brad Setser of Roubini Global Economics, not Brad Setser of the Glob…

June 1, 2005

United States
Is the US sufficiently geared up?

Deep Throat is no longer Washington’s best kept secret, the ten-year Treasury note yields less than 4% and Stephen Roach is a (reluctant) bond bull. The currency of a country with a 6.5% of GDP cur…

June 16, 2005

Economics
A global savings glut, a global housing market bubble?

Alan Greenspan says there is no national bubble, just pockets of local froth. Or to the housing sector’s in house economists, just a few healthy suds floating on top of a healthy market. Then again,…

August 5, 2005

Capital Flows
China, the US and the geopolitics of oil

The CNOOC Unocal saga is over. But CNOOC's ambitions remain: Energy market experts now expect Cnooc, which is controlled by the Beijing government, to explore opportunities throughout the Asia-Pacifi…

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 managemen…