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April 15, 2005

Emerging Markets
Large players in large markets, part two

Brad DeLong is rather skilled at squeezing the fat off a post, and then creating something that is sharper, more succinct and often far better than the initial post. I know. He does it to me every n…

April 11, 2005

United States
Skating on incredibly thin ice

Altogether, the circumstances seem to be as dangerous and intractable as any I can remember, and I can remember quite a lot. What really concerns me is that there seems to be so little willingness o…

May 1, 2005

China
Will China get hit by the cover jinx?

It is a bit hard to start shorting the renminbi (RMB/ the Chinese currency) just because China has now made its appearance on the cover of Newsweek. It is hard to short something that has yet to be …

April 27, 2005

United States
The comfortable road to ruin …

Read Martin Wolf’s latest column. His focus on emerging economies -- particularly in Asia -- is dead on. The "glut" of global savings originates there, far more than in Europe. The Euro zone’s cur…

April 29, 2005

Emerging Markets
China Trip Report

Nouriel and I put pen to paper and laid out our take on China. Our paper reflects on the trip we took there last month, along with the reading we did to prepare for the trip. There is nothing new her…

April 17, 2005

Economics
A few things Europe does (relatively) well

Some Europeans enjoy taking a few rhetorical pot shots at America every now and then. More and more Americans enjoy reciprocating.I suspect that US criticism of Europe will step up a gear in the nea…

April 22, 2005

Emerging Markets
This kind of thing usually happens in Ecuador when oil is at $20, not $50

Ecuador is not the most stable country in the Western Hemisphere. The best one can say about its political system is that it is disfunctional.Still, oil is around $50 a barrel and Ecuador exports oi…

May 17, 2005

China
So, is the Bush Administration for bashing China or against it?

Let no one think the Bush Administration doesn’t occasionally try to have it both ways. A month ago the Bush Administration ratcheted up the verbal pressure on China. China was ready to change its…

June 30, 2005

Capital Flows
CNOOC (once again)

The CNOOC bid presumably is motivated by two things. One, Beijing has plenty of cash, and already holds more Treasuries than it wants, so it wants to diversify its portfolio. As I argued earlier, C…

June 28, 2005

China
Why can’t we have a better press corp (Asian Times edition)

With apologies to Brad Delong for the title, and with broader apologies for yet another post on the RMB.This article struck me as confused, even for an article that tries to summarize a range of diff…