October 16, 2019
EconomicsJens Weidmann discusses the challenges facing the Deutsche Bundesbank, the role of central banks in Europe, and the global effects of transatlantic trade tensions. This event is cosponsored with t…
August 4, 2006
ChinaThat is not something I say all the time. I suspect I am among Stephen Jen's prototypes for what he calls structural dollar bear. And Stephen " “current account deficits inside the dollar …
December 3, 2019
NATO (North Atlantic Treaty Organization)As NATO readies for what some believe is a new Cold War with Russia, the seventy-year-old alliance struggles to manage widening internal divisions.
October 3, 2019
EurozoneAs Europe has weathered a succession of economic crises, the European Central Bank has responded with an aggressive set of monetary policies that have redefined the bank’s original mandate.
January 25, 2007
EconomicsI rather suspect I favor a bigger and faster appreciation of the RMB over time than does Dr. Jen, but I very much agree with his argument for a bit more RMB appreciation in the near term. Stephen J…
October 9, 2006
United StatesApparently, the US fiscal deficit is set to disappear and the US current account deficit has peaked. At least it has in Stephen Jen-land. In his latest email Jen writes: “US’s corporate revenues ar…
March 16, 2007
United StatesIt is fair to say that I see the world very differently than Dr. Jen. He thinks imbalances are a natural byproduct of globalization. I think they are a natural byproduct of undervalued exchange r…
May 3, 2006
Financial MarketsStephen – the dollar will go down, but “ the US will not adopt a weak dollar policy … and the sky will not fall on the dollar” – Jen has gotten the course of a the dollar/ euro roughly right for the …
November 5, 2006
Monetary PolicyThe odds of a US recession: Nouriel Roubini: 90% Stephen Jen: 13% I know my comparative advantage does not lie in gauging whether or not a sharp fall in residential investment will spill o…
October 26, 2005
United StatesThe Economist's Buttonwood struggles with something I have also struggled with:Stephen "Interest rate and growth differentials, not current account deficits" Jen has basically been right on the d…