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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…

May 3, 2024

United States
Election 2024: Trump Talks Foreign Policy With Time Magazine

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: Donald Trump gave his most detailed interview on foreign policy yet. He made some dubious claims bu…

Trump

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

October 27, 2004

Financial Markets
Morgan Stanley: China does not rely much on export led growth

Sometimes you read something and it makes you stop, because it is at odds with your existing sense of how the world economy is working. Drossos and Kinbrough’s argument that China does not rely on a…

April 17, 2024

Artificial Intelligence (AI)
The Next Chapter for Artificial Intelligence

Panelists discuss the trends revealed in this year’s AI Index Report, including technical advancements in AI, public perceptions of the technology, and the geopolitical dynamics surrounding its devel…

Play A man takes a selfie with Ameca, a humanoid robot.

February 6, 2024

Nigeria
Life After Weber

What if the solution to insecurity in Nigeria is beyond the capacity of the state?

A Nigerian police officer is shown holding a rifle while a large police vehicle is shown in the background.