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September 16, 2004

United States
Growing out of the trade deficit

The U.S. government’s spin on the widening trade deficit is that it reflects a growth deficit in the rest of the world. This spin does not hold up well. All parts of the world other than Europe are…

Blog Post by Brad W. Setser Follow the Money

November 10, 2004

United States
September trade: dueling headlines

Monthly exports set a record sounds better than third highest monthly trade deficit ever, or second highest monthly imports ever. All accurately describe this month’s trade release.The fact that exp…

Blog Post by Brad W. Setser Follow the Money

November 15, 2004

Where are George Soros and the other macro hedge funds?

With apologies to Philip Coggan, I plagarized his FT headline from a few days ago -- he asked the same question as Brad DeLong, namely, why aren’t big bets from big macro hedge funds driving the doll…

Blog Post by Brad W. Setser Follow the Money

November 19, 2004

Greenspan in the news

Alan Greenspan’s comments on the US twin deficits are getting lots of play. Just saying that at some point foreign appetite for US assets is likely to diminish and won’t stay at its current strong p…

Blog Post by Brad W. Setser Follow the Money

December 7, 2004

Capital Flows
Petroeuros

Monday’s FT had the story, drawing on this just released BIS report. It seems OPEC countries are holding fewer dollars and more euros in their external bank accounts. (Thanks to Marcel for alerting…

Blog Post by Brad W. Setser Follow the Money