October 9, 2019
TaiwanBased 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…
October 8, 2019
TaiwanWho 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…
October 4, 2019
TaiwanThis 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…
October 1, 2019
Women and Women's RightsIn 2014, Margot Wallström, former minister for foreign affairs of Sweden, made headlines around the world as Sweden became the first country in the world to formally adopt a “feminist foreign policy…
September 17, 2019
United StatesThe World Economic Update highlights the quarter’s most important and emerging trends. Discussions cover changes in the global marketplace with special emphasis on current economic events and their i…
September 12, 2019
IranThe United States came up with “maximum pressure”—but the Israeli government is the only one carrying it out.
September 5, 2019
United StatesJohn Delaney speaks on the future of U.S.-China relations. Read John Delaney’s answers to our questions on foreign policy issues. https://www.cfr.org/article/john-delaney
August 12, 2019
SanctionsFor many policymakers, economic sanctions have become the tool of choice to respond to major geopolitical challenges such as terrorism and conflict.
August 6, 2019
Terrorism and CounterterrorismThe latest mass shootings have prompted calls for more vigorous action by U.S. counterterrorism authorities, but the target is elusive.
July 1, 2019
ChinaWith 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…
