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April 5, 2024

United States
Election 2024: China’s Efforts to Interfere in the U.S. Presidential Election

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: China is following Russia’s lead in meddling in the U.S. presidential election.

China Russia Flags

March 22, 2024

United States
Election 2024: Are Americans Turning Isolationist?

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: Much like talk of Mark Twain’s death, claims that Americans are turning their back on the world are…

The sun as viewed disappearing beneath the horizon.

March 10, 2024

China
China’s Record Manufacturing Surplus

The U.S. likes talking about the dominance of the dollar. But don’t short-change China’s current dominance of manufacturing trade. Trade imbalances need to be taken seriously again.

Manufactured Goods Surpluses

February 14, 2024

Ecuador
Can Ecuador Avoid Becoming a Narco-State

Criminal groups have captured parts of the state. A broad political coalition must fight corruption and root them out.

Photo of Ecuadorian President Daniel Noboa

January 26, 2024

China
China’s Population Decline Continues

Unfounded assumptions about a future rebound in national fertility rates weaken Chinese policymakers' ability to properly address the challenges posed by rapid demographic change.

A decaying mural promoting China's one-child policy can be seen from a street in Beijing, China.

December 21, 2023

United States
Ten Elections to Watch in 2024

Dozens of countries, constituting half the world’s population, will hold elections in 2024. Here are ten to watch.

Indo elections

November 1, 2023

Economics
The State of Sovereign Debt Restructuring After the Meetings in Marrakech

Some fundamental problems with the IMF’s Common Framework for debt restructuring have become apparent. Not the least, debt restructuring shouldn't just be an issue for low-income countries.

The State of Sovereign Debt Restructuring After the Meetings in Marrakech

October 3, 2023

China
China Isn't Shifting Away From the Dollar or Dollar Bonds

China's reserves has shifted its dollar reserves from Treasuries to Agencies, and made increased use of offshore custodians. The available evidence suggests that it still holds about 50 percent of it…

U.S. Portfolio vs. China's Reserves and Other Foreign Assets