Council of Councils
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Introduction
Over the last several decades, governments have collectively pledged to slow global warming. But despite intensified diplomacy, the world is already facing the consequences of climate…
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September 19, 2006
Financial Markets
The problem with fair value calculations … JP Morgan, the dollar and China
Drausio Giacomelli’s model for long-term effective real exchange rates indicates that the yen is undervalued by 9%, just a shade more than the dollar – which is undervalued by 8%. The South Afric…
December 22, 2023
Technology and Innovation
Cyber Week in Review: December 22, 2023
Major AI training database contains CSAM; EU opens investigation into X/Twitter; New NSA director confirmed; AlphV ransomware gang compromised by FBI and DOJ; hacktivists target Iranian gas stations…
October 27, 2004
Financial Markets
Morgan Stanley: China does not rely much on export led growth
Sometimes you read something and it makes you stop, because it is at odds with your existing sense of how the world economy is working. Drossos and Kinbrough’s argument that China does not rely on a…
February 1, 2024
United States
Transatlantic Divergence of Economic Outlooks – Implications for Central Bank Policies
Germans and Americans are pessimistic about their economies. While the European Central Bank and Federal Reserve remain committed to fighting inflation, the ECB faces a much tougher task.
November 3, 2023
United States
Campaign Roundup: Election Day Is One Year Away
Each Friday, I look at what the presidential contenders are saying about foreign policy. This week: Three things to know about the 2024 campaign.
April 28, 2023
Trade
The President’s Inbox Recap: Critical Minerals and China
Each week, I’ll recap the latest episode of The President’s Inbox and provide resources to learn more about the topic.
