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August 23, 2006

United States
George Magnus makes an important point. If the oil surplus is rising and Asia’s surplus isn’t falling …

If the oil exporters current account surplus is rising, and oil-importing Asia’s surplus isn’t falling (thanks to China and Japan), then either the US or the European deficit has to be growing.   Glo…

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Blog Post by Brad W. Setser Follow the Money

September 11, 2006

Monetary Policy
So much good information comes out in the week before the annual meetings …

That makes it hard to decide what to read. Reserve geeks, though, should pick up the Mohanty/ Turner and Wooldridge papers in the latest BIS quarterly.     Hat tip, the New Economist.  They…

Blog Post by Brad W. Setser Follow the Money

November 3, 2006

Emerging Markets
More Bolsa Familia, smaller fuel subsidies

That seems to be the IMF’s message to Latin America.    The latest regional outlook lauded programs like Brazil’s Bolsa Familia:“These and other social assistance programs show considerable progress …

Blog Post by Brad W. Setser Follow the Money

November 21, 2006

Financial Markets
Enough on China … let’s talk petrodollars

One thing consistently surprises me: how little most folks in the US markets – including folks active in international markets -- know about the growth in reserves of the oil exporters.    China, eve…

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Blog Post by Brad W. Setser Follow the Money

December 5, 2006

Americas
Welcoming Latin America's New Left

Over the last eighteen months Presidential elections occurred in twelve Latin American countries. While Hugo Chavez and his anti-American tirades grab most of the headlines, these elections actually …

Blog Post by Shannon K. O'Neil Latin America’s Moment