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July 28, 2005

United States
Savings is still something other countries do

Which is good, because it looks like the US will need more of the world's savings to finance a pick up in investment.  The US housing market.  Still strong.  Record sales of new homes in June.  US r…

October 20, 2008

United States
How far will the US trade deficit fall next year?

US exports have been growing faster than non-oil imports for the last two years. The August trade data hints at a slowdown in exports. But at least on a y/y basis, the slowdown remains modest. …

How far will the US trade deficit fall next year?

August 10, 2006

United States
The June trade data (a day late)

The take away conclusion from the June data is that not much has changed.  The headline trade deficit was unchanged (more or less) from the revised May deficit   The US oil import bill was more or le…

April 13, 2006

United States
An early look at the 2006 current account deficit

At the end of my post yesterday, I noted that the year over year growth rate in non-oil exports - 9.3% -- might be a bit misleading.   In 2006, the Chinese new year slowed US imports in February; in …

December 19, 2006

Emerging Markets
Andy Mukherjee should get an award for the most prescient financial column of the month of December -

The title of his December 15th column was “Asian central banks may spook investors in 2007.” He mentioned China, India and South Korea.    Thailand seems to have beat them all to the punch. Mukh…