48 Results for:

April 22, 2007

China
China’s macroeconomic policy dilemmas

Like many with strong opinions, I sometimes criticize (politely, I hope) press coverage of topics that I follow closely.  For example, I have long thought that coverage of China’s consumption boom sh…

May 31, 2006

China
Interesting recent work on China

Chinese stock markets have not been as frothy as the Chinese economy – though the Chinese market is doing better in 2006 than it has for a long time.  But what doesn’t go up as fast also doesn’t nece…

July 22, 2009

Monetary Policy
Two trillion and counting …

China’s latest surge in reserves – a surge that look its total holdings over two trillion dollars – didn’t really register in the financial media. China’s first trillion was a big story. The s…

china-june-09-14

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…

chart 1

April 15, 2007

United States
Unimpressive (the results of the IMF’s experiment with multilateral consultation)

Macro Man asked the IMF to sort out a world where the US current account deficit is increasingly financed by the growth in emerging market reserves (and the expansion of a few investment funds).     …