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…

So says Jim Cramer. LBJ, to his credit, believed that there were limits to profligacy and that taxes had to be raised. Not President Bush. He's making Johnson look like a fiscal conservative, what wi…

The yen's trajectory at the end of 2005 seems a bit like the dollar's trajectory at the end of 2004.   With the yen at 120, companies like Toyota presumably have little incentive to ramp up their US …

The Bank for International Settlements (BIS) has spoken; OPEC's dollar holdings are up and its euro holdings down. The prolific Steve Johnson in the Financial Times: Middle Eastern oil exporters hav…

Roach has access to a slightly higher level of policy makers than either the author - or I suspect most of the readers - of this blog.   Particularly in China.   He didn't learn of Wen's critique of …