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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 30, 2005

Financial Markets
Stephen Jen might want to rejigger his model

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…

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.