Council of Councils
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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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March 16, 2007
United States
Jen v. Setser on exchange rates and global adjustment
It 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 Markets
Stephen Jen knows currencies, not communiqués
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 …
October 26, 2005
United States
What to say when the markets are listening to Stephen Jen?
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…
November 5, 2006
Monetary Policy
Stephen Jen - the anti-Roubini (and the anti-Setser)
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…
January 13, 2017
Intelligence
Superforecasters, Software, and Spies: A Conversation With Jason Matheny
This week I sat down with Dr. Jason Matheny, director of the Intelligence Advanced Research Projects Activity (IARPA). IARPA invests in high-risk, high-payoff research programs to address national i…
