Geo-Graphics Archive

330 results

QT and Monetary Policy
December 6, 2023
By Benn Steil and Elisabeth Harding
Dollar Plummets on CFR Mini Mac Index as Market Calls a Peak on U.S. Rates
August 15, 2023
By Benn Steil and Elisabeth Harding
Driven by Fed Rate Hikes, Dollar Surges on CFR Mini Mac Index
August 8, 2022
By Benn Steil and Benjamin Della Rocca
As China Battles Falling Home Prices, the U.S. Faces a Worsening Housing Shortage
October 13, 2023
By Benn Steil and Elisabeth Harding
The Root of China’s Growing Youth Unemployment Crisis
September 18, 2023
By Benn Steil and Elisabeth Harding
QE and Inflation: The FT Responds to Us, and We to Them
August 1, 2022
By Benn Steil and Benjamin Della Rocca
How the Fed Bond Binge Predictably Stoked Inflation
July 14, 2022
By Benn Steil and Benjamin Della Rocca
As China Buckles Under “Zero Covid,” Xi Bets Big on Bloat
July 7, 2022
By Benn Steil and Benjamin Della Rocca
Why the Fed Is Tightening More Than It Thinks
June 28, 2022
By Benn Steil and Benjamin Della Rocca
China Bets the House on New Houses
May 4, 2022
By Benn Steil and Benjamin Della Rocca
CFR Mini Mac Index Shows Dollar, RMB, Strength Amid Pandemic Recovery
February 10, 2022
By Benn Steil and Benjamin Della Rocca
China’s Merry-Go-Round of Debt
December 7, 2021
By Benn Steil and Benjamin Della Rocca
The Fed Should Peg Rates to Reality, Not to Its Stale Forecasts
October 8, 2021
By Benn Steil and Benjamin Della Rocca
CFR Mini Mac Index Shows Dollar Strength as Inflation Climbs
August 11, 2021
By Benn Steil and Benjamin Della Rocca
Tariffs and the Trade Balance: How Trump Validated His Critics
April 21, 2021
By Benn Steil and Benjamin Della Rocca
CFR Mini Mac Index Shows U.S. Dollar Falling, Other Safe Havens Soaring, Amid Pandemic
February 16, 2021
By Benn Steil and Benjamin Della Rocca
Biden v. Trump on Growth: What the Market Thinks
January 29, 2021
By Benn Steil and Benjamin Della Rocca
92 Percent of Trump’s China Tariff Proceeds Has Gone to Bail Out Angry Farmers
October 28, 2020
By Benn Steil and Benjamin Della Rocca
Why the Fed Bond Binge Will Boost Inflation
September 16, 2020
By Benn Steil and Benjamin Della Rocca
China, a Major World Bank Borrower and Competitor, Must Stop Sheltering BRI Debt from G20 Standstill
May 8, 2020
By Benn Steil and Benjamin Della Rocca
Why the Fed’s Bazooka Will Not Stop a Wave of Corporate Defaults
March 26, 2020
By Benn Steil and Benjamin Della Rocca
CFR Mini Mac Index Suggests ‘Currency Manipulation’ Charges Trumped Up
February 7, 2020
By Benn Steil and Benjamin Della Rocca
As Trade War Drags On, China Revs Up Its Bad-Debt Machine
December 2, 2019
By Benn Steil and Benjamin Della Rocca
China’s “Massive” Trade Offer Leaves U.S. Farmers $7 Billion Worse Off
October 29, 2019
By Benn Steil and Benjamin Della Rocca