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February 28, 2024

Trade
World Economic Update

The World Economic Update highlights the quarter’s most important and emerging trends. Discussions cover changes in the global marketplace with special emphasis on current economic events and their i…

Play A worker sits as a crane unloads containers from a ship

August 4, 2006

China
Stephen Jen is right

That is not something I say all the time. I suspect I am among Stephen Jen's prototypes for what he calls structural dollar bear.    And Stephen " “current account deficits inside the dollar zone…

October 9, 2006

United States
Stephen Jen, Eternal optimist

Apparently, the US fiscal deficit is set to disappear and the US current account deficit has peaked.  At least it has in Stephen Jen-land.  In his latest email Jen writes: “US’s corporate revenues ar…

March 18, 2024

NATO (North Atlantic Treaty Organization)
What Is NATO?

The alliance is bolstering its military deterrent in Europe amid Russia’s invasion of Ukraine and has expanded to include Finland and Sweden.

Swedish soldiers participate in military exercises near Stockholm, February 2024.

January 25, 2007

Economics
Sometimes I agree with Dr. Jen

I rather suspect I favor a bigger and faster appreciation of the RMB over time than does Dr. Jen, but I very much agree with his argument for a bit more RMB appreciation in the near term.   Stephen J…

March 4, 2024

India
New Delhi’s Balancing Act In A Chaotic Middle East

India's diplomacy will be tested if the Gaza war continues indefinitely, or if relations between Israel and Arab nations further decline.

A military vehicle maneuvers near the Israel-Gaza border, amid the ongoing conflict between Israel and the Palestinian Islamist group Hamas, in Israel, March 4, 2024.

April 24, 2024

NATO (North Atlantic Treaty Organization)
NATO: Seventy-Five Years Later

This year NATO celebrates seventy-five years of collective defense, expanding from twelve founding members in 1949 to thirty-two today.  Panelists discuss the evolution of NATO as it has sought to…

Play A color guard from the 3d U.S. Infantry Regiment (The Old Guard) carries the NATO flag at the Arlington National Cemetery, Arlington, Virginia and two other soldiers stand on either side.