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…

Stephen Green of Standard Chartered has the best analysis I have seen of the bureaucratic politics behind the creation of China’s new state investment company, as well as the best analysis of the con…

Dani Rodrik didn’t take long to stir up the blogosphere (see Steve Waldman, among others).   Rodrik makes an interesting point:   Trade doesn’t cut inflation.   Sure, it lowers prices for impor…