443 Results for:

April 30, 2006

Can the dollar block survive another bout of dollar weakness?

In case you haven't noticed, the dollar is now closer to 1.30 (v. the euro) than 1.20 - or even 1.15.  Carry is no longer king.   There is talk of a "regime change" in the fx market.  Or at least…

December 27, 2006

Monetary Policy
Asian central bank watch, last week of December edition

The reasons why central banks in India and Thailand decided to be more “scrooge” than “santa” this December are coming into clearer focus. Take India.  Before the Reserve Bank of India (RBI) hi…

July 11, 2008

Budget, Debt, and Deficits
Four points on the US May trade data

1. Net petroleum imports fell by $1.6b. Petroluem exports rose by 0.96b while imports FELL by $0.66b in dollar terms. The fall in imports was a surprise. Oil prices rose by 9.7% or so. But…


March 19, 2009

Monetary Policy
Did SAFE really buy that many US (and global) equities?

Jamil Anderlini’s Monday FT story -- which obviously drew heavily on my work -- attracted a fair amount of attention. Particularly in China. Americans are more focused on AIG’s losses than Chi…

Did SAFE really buy that many US (and global) equities?

August 1, 2009

North Korea
The Missing Consensus: U.S. Policy Specialist Views on Korea

Stephen Costello is President of ProGlobal, Inc. He previously directed the Program on Korea at the Atlantic Council of the United States and was Director of the Kim Dae-jung Peace Foundation, U.S…

Amb. Susan Rice on North Korean Missile Launch

March 1, 2010

South Korea
The United States and South Korea: Challenges and Remedies for Wartime Operational Control

Bruce E. Bechtol Jr. is Professor of International Relations at Marine Corps Command and Staff College. The views expressed in this paper are those of the author and do not necessarily reflect the of…

39th Security Consultative Meeting

December 1, 2009

North Korea
Dispatch From Pyongyang: An Offer You Can’t Refuse!

Every North Korean seems to have been mobilized for an all-out push to mark their country’s arrival as a “strong and powerful nation” in 2012, which marks the hundredth anniversary of Kim Il-sung’s b…

Ruryong Hotel in Pyongyang

January 22, 2010

China-DPRK Relations: A Return to a Strategic Relationship?

Following North Korea’s second nuclear test in May of 2009, Chinese analysts did not hide their frustration with Pyongyang. China signed on to a robust UN Security Council resolution condemning the t…

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 1, 2010

North Korea
Nuclear Posture Review and Its Implications on the Korean Peninsula

Kim Hyun-wook is Professor at the Institute of Foreign Affairs and National Security (IFANS), South Korea. Since his inauguration, President Obama has placed substantial emphasis on pushing forward …

Nuclear Posture Review