Stephen – 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 …

The 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 dolla…

The 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…

Apparently, Mr. Jen thinks the dollar -- despite the United States’ 6.2% of GDP current account deficit -- is significantly undervalued against all major currencies, and fairly valued against most As…

Stephen Jen sometimes says the darnedest things.  Not about currencies.   But about reserves. His estimates for oil reserve growth have been consistently on the low side.   Norway, the UAE and Kuwait…