I think this is potentially very good news.   It is not quite Tom Barnett's scenario - that would imply BP and Exxon buying up Chinese oil firms or building infrastructure to supply the Chinese marke…

Justin Lahart (of the Wall Street Journal's Ahead of the Tape column) correctly called the fall in the monthly trade deficit last Thursday. But he - channeling Jim Griffin of ING investment managemen…

As, I suspect, does Joseph Quinlan of the Bank of America- the source of much of Kempe's analysis.   Kempe's core argument: consumers in emerging markets are driving global demand.   His eviden…

I follow the data coming out of China pretty closely, at least for someone whose linguistic limitations crimp any long-term ambitions to be a professional China Watcher.     Not every article on Chin…

Eichengreen provides the best summary I have seen of competing views on the sustainability of large US trade deficits, along with the impact of sustained trade deficts on US external debt and the inv…