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April 4, 2006

United States
Bill Gross, no longer the bond king …

Bill Gross of PIMCO certainly seems to think foreign central banks matter - despite the arguments from some in the Fed (and the Treasury).Foreign central banks made famous and in fact prosperous by t…

September 20, 2006

Europe
Is it Europe’s turn to rise a housing bubble?

Both Morgan Stanley (at least Eric Chaney) and JP Morgan (in their latest global outlook) now recognize that Europe has emerged as an important engine of global demand growth.    Indeed, the 2005 sur…

eu_housingmarket_on_the_tak

March 23, 2007

Emerging Markets
Chindia (or maybe not)

The similarities between China and India have seized many (see Martin Wolf's column and the resulting discussion).   Both China and India have enormous populations -- and enormous scope to increa…

May 11, 2008

Monetary Policy
Taking stock of the dollar’s global role

Peter Goodman looks at the dollar – and the growing dollar reserves of emerging market central banks -- in today’s New York Times. He captures the poles of the debate well. Ken Rogoff argues that…

cofer_08_2

January 8, 2010

Asia
Ten for the Teens

It’s that time, and everyone is doing it, so I thought I should try my hand. Ten predictions for the teens, 2010-2020, in Southeast Asia. (I encourage colleagues to venture predictions for their area…

January 7, 2010

North Korea
North and South Korean New Year’s Resolutions

North Korea has traditionally utilized the new year to set priorities and provide guidance to its people. Under Kim Jong Il, this guidance has come out in the form of a combined New Year’s editorial …

May 3, 2010

Regional Organizations
Just How "Central" is ASEAN, Anyway?

Photo courtesy of REUTERS/Francis R. Malasig/Pool The Australian National University’s East Asia Forum has reprinted a fascinating speech by the talented Surin Pitsuwan, secretary-general of the Ass…

Just How "Central" is ASEAN, Anyway?

June 21, 2010

Thailand
The New Normal

Sukree Sukplang/courtesy Reuters Now that Thailand has resolved the short term crisis of the red short protestors occupying – and often destroying – parts of central Bangkok, the Thai government has…

An anti-government

June 24, 2010

China
Chinese Politics -- Not an Oxymoron!

Photo courtesy of REUTERS/Jason Lee I have a Ph.D. in Chinese politics—which means I have an abiding faith in the idea that, yes, China actually does have politics. That’s always been true, even in…

Chinese Politics -- Not an Oxymoron!

August 5, 2010

China
East Asia Summit, Take Two

Photo courtesy of REUTERS/Nyein Chan Naing/Pool A post over at East Asia Forum tweaks my recent blog about America and the East Asia Summit. It argues that I have an "empathy deficit." Here’s how …

East Asia Summit, Take Two