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March 14, 2024

Election 2024
A Conversation With Former National Security Advisors

Four former National Security Advisors discuss the foreign policy challenges facing the United States and how these vital issues should be addressed in the upcoming presidential election.

Play woman voting at a U.S. election

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…

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 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…

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