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May 27, 2020

United States
Did the Dollar's Position as the Leading Reserve Currency Help Hold Treasury Yields Down This Spring?

Foreign Treasury sales, including large sales from reserve managers, made the Fed's job harder, not easier, in March.

Did the Dollar's Position as the Leading Reserve Currency Help Hold Treasury Yields Down This Spring?

May 8, 2020

United States
Five Points about U.S. Trade Over the Last Thirty Years

A few things that jumped out at me about the U.S. trade data. Some no doubt are controversial. 

Five Points about U.S. Trade Over the Last Thirty Years

April 27, 2020

India
Five Questions on COVID-19 in India: Reema Nanavaty

The Five Questions Series is a forum for scholars, government officials, civil society leaders, and foreign policy practitioners to provide timely analysis of new developments related to the advancem…

Woman stands behind face masks sewn by members of the Self-Employed Women’s Association (SEWA) in India.

April 27, 2020

India
India: How Will Women in the Informal Economy Get By?

A Q&A with Reema Nanavaty, director of the Self-Employed Women's Association

A child's poster for coronavirus in india, showing correct social distancing

February 28, 2020

South Korea
The Real Obstacles to the Return of Tourists to North Korea’s Mount Kumgang

Has the time come for South Korean tourists to return to Mount Kumgang?

An employee enters a room at a hotel in Mount Kumgang resort in Kumgang, North Korea, on September 1, 2011.

January 7, 2020

China
What Motivates Chinese Peacekeeping?

China’s unusual status as a top contributor of both funds and troops to the UN's peacekeeping program has stirred suspicion that Beijing uses the peacekeeping program to protect its economic assets a…

Chinese peacekeepers participate in an oath-taking rally before leaving to join the United Nation peacekeeping operations in Lebanon, in Yuxi, Yunnan province, China May 10, 2019. (Wong Campion/Reuters)

October 9, 2019

Taiwan
$130+ Billion in Undisclosed Foreign Exchange Intervention by Taiwan's Central Bank

Based on the profits and losses disclosed by Taiwan’s central bank, it appears that its true FX exposures exceed its disclosed foreign exchange reserves by USD 130bn, and perhaps by as much as USD 20…

fig 19

October 8, 2019

Taiwan
Could Taiwan’s Commercial Banks Cover the Lifers' Hedging Need? (Part 4)

Who is on the other side of the massive ($250 billion) hedging need of Taiwan's life insurance industry? The local banking system covers at most a quarter of the life insurers hedging need, and forei…

fig 3

October 4, 2019

Taiwan
Shadow FX Intervention in Taiwan: Solving a 100+ billion dollar enigma (Part 3)

This is the third post in a series* on Taiwan's life insurers and their private & sovereign FX hedging counterparties. It’s the product of a collaboration with S.T.W**, a market participant and frien…

Shadow FX Intervention in Taiwan: Solving a 100+ billion dollar enigma (Part 3)

July 1, 2019

China
China’s Bizarre May Intervention Numbers

With the Osaka Xi-Trump summit producing an indefinite "truce" that halts further escalation (at least for now), there is every reason to expect the yuan to remain stable. The intervention proxies (s…

China’s Bizarre May Intervention Numbers