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February 4, 2007

Financial Markets
The mechanics of the carry trade, revealed … (sort of)

Andrew Rozanov of State Street knows a thing or two about how official institutions manage their money (that is a big part of his current job) and a thing or two about Japan (he was based in Tokyo fo…

March 8, 2009

Financial Markets
The shadow financial system – as illustrated in three new papers that cut through the London fog

Gordon Brown wants to shine a bit more light on the shadow financial system (hat tip IPEZone). One plank of his G-20 action plan is: "reform of international regulation to close regulatory gaps so …

January 17, 2014

Russia
Parker and Rutherford: Countering China’s Rise Through a U.S.-Russia Coalition

William J. Parker III, PhD, is a military fellow at the Council on Foreign Relations, and Alanna C. Rutherford, JD, is a partner at a New York law firm and a CFR Term Member. Let’s face it; the Unit…

Russian President Vladimir Putin (L) and U.S. President Barack Obama are pictured on a video screen installed in the press centre of the G20 Summit in Strelna near St. Petersburg on September 5, 2013. (Grigory Dukor/Courtesy Reuters)

March 1, 2009

Monetary Policy
Secrets from the Treasury’s Survey: It looks like China bought a lot of equities just before the stock market tumbled

Late on Friday, the US Treasury released the preliminary results of its annual survey of foreign portfolio investment in the US. That always makes for an interesting weekend. The survey offers …

Secrets from the Treasury’s Survey: It looks like China bought a lot of equities just before the stock market tumbled