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November 27, 2006

Monetary Policy
Stephen Jen: only 60% of China’s reserves are in dollars.

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…

Blog Post by Brad W. Setser Follow the Money

August 14, 2006

United States
I don’t think Stephen Jen can argue that I have been inconsistent.

Wrong, maybe, but not inconsistent.Stephen Jen notes that China is not the only country with an enormous current account surplus that intervenes massively in the foreign exchange market – “If…

Blog Post by Brad W. Setser Follow the Money

March 1, 2024

United States
Election 2024: President Joe Biden Delivers His Third State of the Union Address

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: Joe Biden will likely stress his domestic achievements over his foreign policy challenges when he a…

Biden SOTU
Blog Post by James M. Lindsay The Water's Edge

February 16, 2024

United States
Election 2024: Donald Trump Says He Will Not Protect “Delinquent” NATO Members

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: The forty-fifth president says he will encourage Russia to attack NATO countries who don’t spend en…

Trump Photo
Blog Post by James M. Lindsay The Water's Edge

September 26, 2023

Latin America
The GOP's Posturing Will Push Latin America Into China's Arms

Reviving the Monroe Doctrine would take a time machine.

Photo of Five Republican Presidential Candidates
Blog Post by Will Freeman Latin America’s Moment

November 17, 2023

United States
Election 2024: What Americans Think About China

Each Friday, I look at what the presidential contenders are saying about foreign policy. This week: What Americans think about China.

Biden Xi
Blog Post by James M. Lindsay The Water's Edge

January 5, 2024

United States
Election 2024: The Third Anniversary of the January 6 Attack on the U.S. Capitol

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: Americans are divided over the meaning of January 6. 

Capitol Noose
Blog Post by James M. Lindsay The Water's Edge

November 15, 2023

China
Meeting Low Expectations: Analyzing President Biden’s Summit with Chinese President Xi Jinping

President Biden’s meeting with Chinese President Xi was an opportunity to stabilize U.S.-China relations and yielded some important deliverables, but the bilateral relationship will continue to be de…

U.S. President Joe Biden holds a bilateral meeting with Chinese President Xi Jinping at the Filoli Estate in Woodside, California.
Blog Post by David Sacks Asia Unbound