112 Results for:
Filters

September 11, 2006

Terrorism and Counterterrorism
Musharraf’s Taliban Problem

Pakistani President Pervez Musharraf is under increasing pressure from NATO and the United States to clamp down on Taliban militants, but internal resistance from Pakistani Islamists is preventing hi…

Backgrounder by Lionel Beehner

October 17, 2006

China
A trillion dollars here, a trillion there and pretty soon you are talking about real money

I have written extensively about China and Chinese reserve growth recently. So I won’t use Tuesday’s Wall Street Journal article as the spring board for another long post.  Just a sort of long post.T…

Blog Post by Brad W. Setser Follow the Money

October 22, 2006

Monetary Policy
Yet more evidence China has far more reserves than it needs … courtesy of Olivier Jeanne and Romain Ranciere of the IMF

Francophone economist working in the US seem to be on something of a roll.   Olivier Blanchard (with Giavazzi and Sa) has developed an interesting model for US current account adjustment.  Helene Rey…

Blog Post by Brad W. Setser Follow the Money

November 17, 2006

Monetary Policy
The world, in a single graph

Actually, this post should be titled “everything I think I know about the world, in a single graph.”   The following graph combines various measures of dollar reserve growth with data on the overa…

uphill_flow_1
Blog Post by Brad W. Setser Follow the Money

April 11, 2007

Emerging Markets
It is hard for the world to diversify away from the dollar when the world’s holdings of dollars need to rise by about a trillion a year

OK, I probably should strike “world” and insert “the world’s governments” instead.  It is pretty clear that central banks and oil investment funds provided the bulk of the financing the US needed in …

em_reserve_growth_small
Blog Post by Brad W. Setser Follow the Money