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March 4, 2005

Emerging Markets
A few lessons for Mary Anastasia O Grady

I do not expect to consistently agree with the oped page of the Wall Street Journal. But I do not think it is too much to ask that the columnists on oped page of the Journal try to square their argu…

April 24, 2005

United States
US policy (once again) fails the Chinese test

Lots of folks in Washington don’t think the Bush Administration and the Congress are serious about cutting the fiscal deficit, and reducing the strain the federal government places on anemic US savin…

September 12, 2005

China
Show me the money (really, show me China’s reserves)

China's Alan Greenspan (Zhou Xiaochuan) has indicated China won't roil financial markets with "active composition adjustments of the foreign reserves."  fine.   But any central bank adding about $20 …

October 19, 2006

China
Washington Post v. New York Times on China’s auto exports

Post: Bullish Times: BearishActually, it isn’t that hard to reconcile the two stories.   The Post focuses on auto parts exports.   Keith Bradsher of the Times focuses on exports of Chinese-made au…

February 13, 2007

United States
The 2006 trade data

It seems to me that there are at least three big stories in the US trade data, maybe four or five ...The first is that US exports grew quite strongly in 2006.  And goods exports outperformed services…