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September 23, 2004

United States
The currency strategist at Morgan Stanley might want to talk to the chief economist at Morgan Stanley

Steve Johnson’s market insight column in Thursday’s Financial Times keys off Morgan Stanley’s currency strategist Stephen Jen’s argument that "As long as Asia insists on staying inside this dollar ar…

October 28, 2008

Financial Markets
JP Morgan is now forecasting a global recession

Via Martin Wolf and Nouriel Roubini comes the latest global forecast from JP Morgan: "Once again, we have taken an axe to near-term growth forecasts for the developed world and will likely follow up…

March 15, 2024

United States
Campaign Roundup: Joe Biden Opposes the Sale of U.S. Steel to Nippon Steel

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: Joe Biden doesn’t want one of America’s closest allies to buy a once iconic American company.

Steel

September 19, 2006

Financial Markets
The problem with fair value calculations … JP Morgan, the dollar and China

Drausio Giacomelli’s model for long-term effective real exchange rates indicates that the yen is undervalued by 9%, just a shade more than the dollar – which is undervalued by 8%.     The South Afric…

February 16, 2018

North Korea
Avoiding War With North Korea

The U.S. military is prepared for a number of contingencies with regard to North Korea, but the best path forward is diplomacy aimed at denuclearization.

KCNA