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May 21, 2009

Monetary Policy
China’s new barbell portfolio: Treasuries and commodities?

Keith Bradsher’s New York Times story on the recent evolution of China’s foreign portfolio gets -- at least in my view -- the story right. Of course, that may be because I was -- rather obvious…

March 15, 2013

Defense and Security
You Might Have Missed: Drones, Cybersecurity, and Iraq

Christopher P. Cavas, “Stennis’ Long Haul,” Navy Times, March 18, 2013. REAR ADM. MIKE SHOEMAKER: We pay very close attention to Iran. In the gulf it is almost a daily interaction with the Iranian f…

Stennis

April 17, 2007

Financial Markets
Saudi riyal, Kuwait dinar, UAE dirham hit multi-year lows v. the pound …

They are also getting close to a record low v. the euro. Yet oil is, well, still rather strong.   Against the dollar.  But also against the pound and euro.   The euro and pound have gained significan…

March 18, 2006

United States
What Geithner said. And then some

Most of the blogosphere has already weighed in on Tim Geithner's most recent speech.   I am a bit late to the party.   And I may not have much to add. I deeply agree with Geithner's argument that th…

May 3, 2018

China
The Rising Bilateral Deficit with China and the Negotiations Over China 2025

A short review of the March U.S. trade data and a lot of speculation about the arc of the Sino-American economic relationship in light of the non-negotiability of Made in China 2025.

The Rising Bilateral Deficit with China and the Negotiations Over China 2025