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…

It is not a good sign when market strategists say any mention of "fundamentals" is dollar negative. From Wednesday’s FT:Mr Snow reaffirmed that his administration’s concept of a "strong dollar" was …

While China’s delegation to Davos seems a bit less than enamored with the dollar, the People’s Bank of China seems have read last week’s Economist, and concluded that there is no need to change the …

The $10 billion monthly surplus in June puts China on track for an annual trade surplus of $100 billion or more.The data brought China’s trade surplus for the first half of the year to $39.65bn, alre…

I think it is fair to say that I profoundly disagree with this week's Economics Focus column in the Economist, and therefore, I suspect, with the underlying Genbert, McCauley, Park and Persaud paper…