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 16, 2005
United States
The q2 current account deficit and global adjustment
Some days are marked by a surplus of good material. The TIC data. The second quarter current account data. DeLong's magnus opus on what the great and good talked about on the margins of Jackson h…
June 29, 2006
Emerging Markets
Levered long/ long funds …
An anonymous partner at a mid-sized London hedge fund expressed something I was trying to say a couple of weeks ago fair better than I could have. From the Financial Times: "A lot of managers…
October 23, 2006
Europe
One more sign we live in a new gilded age - Europe is once again the world’s financial center …
Back in the first Gilded Age, a booming America drew in capital from old Europe. The US ran current account deficits, Europe ran a surpluses. London was the world’s financial center, intermediatin…
April 3, 2007
Financial Markets
GCC revaluation watch
The US housing boom is – rather clearly – over. The Federal Reserve is – at least in the eyes of the market – more likely to cut than to raise US policy rates. The dollar is rather weak, at leas…
June 11, 2007
Monetary Policy
“Asia’s importance in the bond market cannot be overstated”
That quote doesn't come from me -- but from someone with a bit more authority: Jim Caron, co-head of global interest rate strategy at Morgan Stanley (quoted by Michael MacKenzie in Monday's Financial…
