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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

February 1, 2024

United States
Transatlantic Divergence of Economic Outlooks – Implications for Central Bank Policies

Germans and Americans are pessimistic about their economies. While the European Central Bank and Federal Reserve remain committed to fighting inflation, the ECB faces a much tougher task.

Jay Powell

November 3, 2023

United States
Campaign Roundup: Election Day Is One Year Away

Each Friday, I look at what the presidential contenders are saying about foreign policy. This week: Three things to know about the 2024 campaign.

DemRep

October 3, 2023

China
China Isn't Shifting Away From the Dollar or Dollar Bonds

China's reserves has shifted its dollar reserves from Treasuries to Agencies, and made increased use of offshore custodians. The available evidence suggests that it still holds about 50 percent of it…

U.S. Portfolio vs. China's Reserves and Other Foreign Assets

June 8, 2023

United States
The U.S. Has Every Reason It Needs to Drop the Debt Ceiling—Both at Home and Abroad

For other countries that scramble to find resources to repay their debts, it is inconceivable that the United States, which borrows in its own currency at low rates from investors around the world—vo…

biden

April 28, 2023

Trade
The President’s Inbox Recap: Critical Minerals and China

Each week, I’ll recap the latest episode of The President’s Inbox and provide resources to learn more about the topic.  

A truck digs raw nickel mine ore near Sorowako in 2014.