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March 22, 2006

China
Stephen Roach is well worth reading today

Roach has access to a slightly higher level of policy makers than either the author - or I suspect most of the readers - of this blog.   Particularly in China.   He didn't learn of Wen's crit…

January 31, 2007

United States
Roach on globalization and China

Stephen Roach made three arguments last Friday. I disagree with two of them, but agree with the third.  And the third is by far the most important.   But before getting to the point of agreement, the…

November 8, 2005

China
Stephen Roach gets it, the IMF does not …

Subtitle: some parts of the IMF might want to reread Keynes. China, as we have discussed, saves too much and consumes too little.  It consequently finances both its own (exceptionally rapid) industri…

August 4, 2006

China
Stephen Jen is right

That is not something I say all the time. I suspect I am among Stephen Jen's prototypes for what he calls structural dollar bear.    And Stephen " “current account deficits inside the dollar …

June 15, 2018

Russia
Can Reagan Show Trump How to Save the INF Treaty?

If the President wants to use an arms build-up to advance arms control, he should take his cues from the Reagan record.

Reagan and Gorbachev Signing the INF Treaty

September 6, 2018

Nigeria
Nigeria: What Everyone Needs to Know

Teaching Notes for Nigeria: What Everyone Needs to Know, written by John Campbell, in which he provides an accessible, one-of-a-kind overview of Nigeria.

Teaching Notes for Nigeria by John Campbell and Matthew T. Page

June 3, 2005

Economics
If Roach says 3.5% and Gross says 3%, someone else has to say 2.5%

Roach and Gross could not stay among the most bullish on bonds for very long. From Marc Gilbert’s column today.Gabe Borenstein, managing director of global investments at Investec Holdings Ltd. in N…

July 21, 2015

China
China’s Market Plunge: Correction or Crisis?

The odds of an economic hard landing for China remain low, but continuing stock volatility could set back critical market reforms, says expert Stephen Roach.

August 24, 2018

North Korea
Global Conflict This Week: United States Appoints Special Representative to North Korea

Developments in conflicts across the world that you might have missed this week.

South Korean soldier stands guard.

August 15, 2018

Disasters
U.S. Disaster Relief at Home and Abroad

The U.S. government responds to scores of disasters each year, coordinating closely with state, local, and foreign partners. However, more frequent and severe storms, fires, and floods are straining …

Loren Elliott/Reuters