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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April 24, 2005
United States
US policy (once again) fails the Chinese test
Lots of folks in Washington don’t think the Bush Administration and the Congress are serious about cutting the fiscal deficit, and reducing the strain the federal government places on anemic US savin…
May 1, 2005
China
Will China get hit by the cover jinx?
It is a bit hard to start shorting the renminbi (RMB/ the Chinese currency) just because China has now made its appearance on the cover of Newsweek. It is hard to short something that has yet to be …
August 1, 2005
China
Can China add close to $300 b to its reserves a year and have no impact on the bond market?
Rarely do I disagree with the premise of an article more than with the Mark Whitehouse Friday C1 Wall Street Journal article "China's Move Makes No Waves in Bond Market." Premise. China moved. It…
August 19, 2005
China
Comments on Dooley, Garber and Folkerts-Landau: part 1, China
As usual, Michael Dooley, Peter Garber and David Folkerts-Landau are provocative. And in a lot areas, the arguments made by those - like Dooley, Garber and Folkerts-Landau -- who argue that the Brett…
February 6, 2006
China
China reserve watch
I often launch into rants triggered by statements about China's reserve growth - and about hot money flows - that seem to be based entirely on the reported increase on China's reserves. My beef? Chi…
