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January 26, 2024

United States
Election 2024: Is NATO on the Ballot in 2024?

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: The 2024 election has potentially significant implications for the North Atlantic Treaty Organizati…

NATO flags as viewed hanging in a line.

May 3, 2006

Financial Markets
Stephen Jen knows currencies, not communiqués

Stephen – the dollar will go down, but “ the US will not adopt a weak dollar policy … and the sky will not fall on the dollar” – Jen has gotten the course of a the dollar/ euro roughly right for the …

February 9, 2024

United States
Election 2024: President Biden Criticizes Israel’s Military Operations in Gaza

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: Israel’s war against Hamas is creating policy and political dilemmas for President Biden.

Biden Gaza

October 26, 2005

United States
What to say when the markets are listening to Stephen Jen?

The Economist's Buttonwood struggles with something I have also struggled with:Stephen "Interest rate and growth differentials, not current account deficits" Jen has basically been right on the dolla…

November 5, 2006

Monetary Policy
Stephen Jen - the anti-Roubini (and the anti-Setser)

The odds of a US recession: Nouriel Roubini: 90% Stephen Jen: 13%  I know my comparative advantage does not lie in gauging whether or not a sharp fall in residential investment will spill o…

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 critique of …