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July 26, 2005

Europe
Mining European data

I spent some time over the weekend delving into the Eurozone balance of payments data published by the ECB in its monthly bulletin, looking for insights into the global flow of funds. But to jazz thi…

April 30, 2006

Can the dollar block survive another bout of dollar weakness?

In case you haven't noticed, the dollar is now closer to 1.30 (v. the euro) than 1.20 - or even 1.15.  Carry is no longer king.   There is talk of a "regime change" in the fx market.  Or at least an …

December 27, 2006

Monetary Policy
Asian central bank watch, last week of December edition

The reasons why central banks in India and Thailand decided to be more “scrooge” than “santa” this December are coming into clearer focus. Take India.  Before the Reserve Bank of India (RBI) hi…

May 20, 2008

Financial Markets
Good question

Michael Phillips in Monday’s Wall Street Journal: If there’s one message the Bush administration has been trying to hammer home to Chinese leaders, it is this: A major country with a huge trade surp…

August 1, 2009

North Korea
The Missing Consensus: U.S. Policy Specialist Views on Korea

Stephen Costello is President of ProGlobal, Inc. He previously directed the Program on Korea at the Atlantic Council of the United States and was Director of the Kim Dae-jung Peace Foundation, U.S…

Amb. Susan Rice on North Korean Missile Launch