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Introduction
Over the last several decades, governments have collectively pledged to slow global warming. But despite intensified diplomacy, the world is already facing the consequences of climate…
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January 3, 2009
Monetary Policy
Secrets of SAFE, Part 1: Look to the UK to find some of China’s Treasuries and Agencies
Not everyone who read my earlier post on China’s flight from risky assets was convinced that a large share of the UK’s (net) Treasury purchases should be attributed to China. Talk is cheap. M…
April 24, 2009
Monetary Policy
"Not quite so SAFE": This week’s Economics Focus column
This week’s Economist covers two topics that regular readers know very, very well: China’s reserve growth and China’s holdings of US debt. The estimates for China’s US holdings in the Economist a…
May 27, 2009
Monetary Policy
The Treasury market, in a world no longer dominated by central bank reserve managers
In case you haven’t heard, the Treasury market – and the mortgage market -- had a bad day. Ten-year Treasury yields are back at their November 2008 levels (long-term Treasury yields didn’t fall imm…
January 16, 2009
Monetary Policy
A few quick words on the November TIC data
China sold $9.2 billion of long-term Treasuries. But it also bought $38.2b of short-term Treasuries. China’s total Treasury holdings are up by $29.1b. By contrast it sold $3.1b of long-term Ag…
March 11, 2008
United States
More oil, less stuff: The US January trade data
The Fed’s dramatic policy announcement has justifiably overshadowed the January trade data, which didn’t tell us much that we didn’t already know. Suffice to say that the rise in the overall defic…
