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September 25, 2006

China
Richard McGregor on China’s (huge) reserves

The one trillion dollar mark is a perfect hook.  Richard McGregor's excellent story in today's FT is the first of no doubt many stories on China’s phenomenal stockpile of reserves. M…

February 28, 2006

China
Read Richard McGregor’s FT article on China

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…

May 22, 2007

China
No one covers the debate on China’s macroeconomic policy better than Richard McGregor

McGregor’s long analysis piece in today's Financial Times (free link here) shows why.  It is the best summary of China’s macroeconomic policy challenges – and the contractions associated with Chi…

October 19, 2006

Monetary Policy
Richard McGregor helps to solve the mystery of China’s slow q3 reserve growth.

The increase in China’s q3 reserves was about $30b below my expectations.  China’s current account surplus is usually about $15b per quarter larger than its trade surplus, and net FDI inflows have be…

August 15, 2018

Turkey
The West Must Face Reality in Turkey

We are witnessing the gradual but steady demise of a relationship that is already an alliance in name only.

Trump_Erdogan

July 25, 2018

Donald Trump
Summing Up the Trump Summits

President Trump’s approach to summits is fueling, rather than mitigating, global instability.

Trump Putin summit

September 21, 2018

Diplomacy and International Institutions
MIKTA in the Middle: A Little-Known Multilateral Group Turns Five

In 2013, the nations of Mexico, Indonesia, South Korea, Turkey and Australia formally launched “MIKTA.” The latest in an alphabet soup of informal groupings that have sprung up since the end of the C…

Australia's Foreign Minister Julie Bishop talks during a media conference after holding the 8th foreign minister's meeting known as MIKTA (Mexico, Indonesia, South Korea, Turkey and Australia) in Sydney, Australia.

June 16, 2018

North Korea
The Singapore Summit’s Uncertain Legacy

The Singapore summit lessened the chances of conflict in the short term, but the ultimate legacy of the summit could still be a march toward war.

Jonathan Ernst/Reuters

September 14, 2018

Financial Markets
The Dangerous Myth We Still Believe About the Lehman Brothers Bust

The new consensus about the cause of the 2008 financial crisis is seductive — and misleading. Sebastian Mallaby presents an alternative opinion.

A street sign for Wall Street is seen outside the New York Stock Exchange (NYSE) in Manhattan, New York City.

September 14, 2018

Renewable Energy
Why We Still Need Innovation in Successful Clean Energy Technologies

Today is my last day at CFR. I’m joining ReNew Power, India’s largest renewable energy firm, as their CTO. I’m excited for a new adventure but sad to leave the Council, which has given me support and…

Workers install photovoltaic solar panels at the Gujarat solar park under construction in Charanka village, in Patan district of the western Indian state of Gujarat, India, April 14, 2012.