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February 28, 2006

China
Read Richard McGregor’s FT article on China

I follow the data coming out of China pretty closely, at least for someone whose linguistic limitations crimp any long-term ambitions to be a professional China Watcher.     Not every article on Chin…

December 22, 2023

Technology and Innovation
Cyber Week in Review: December 22, 2023

Major AI training database contains CSAM; EU opens investigation into X/Twitter; New NSA director confirmed; AlphV ransomware gang compromised by FBI and DOJ; hacktivists target Iranian gas stations…

People wait at a gas station during gas station disruption in Tehran, Iran on December 18, 2023

October 19, 2006

Monetary Policy
Richard McGregor helps to solve the mystery of China’s slow q3 reserve growth.

The increase in China’s q3 reserves was about $30b below my expectations.  China’s current account surplus is usually about $15b per quarter larger than its trade surplus, and net FDI inflows have be…

May 22, 2007

China
No one covers the debate on China’s macroeconomic policy better than Richard McGregor

McGregor’s long analysis piece in today's Financial Times (free link here) shows why.  It is the best summary of China’s macroeconomic policy challenges – and the contractions associated with China’s…

December 18, 2007

United States
Yes, Virginia, the world’s central banks are financing most of the US current account deficit (my rebuttal to Richard Iley)

Back in the summer of 2004, Nouriel Roubini and I published a paper arguing that large trade deficits implied a deteriorating US net international investment position and a deteriorating “income” bal…

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March 29, 2024

United States
Election 2024: Are Republicans Turning Isolationist?

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: Many Republicans have lost faith in their party’s traditional embrace of internationalism.

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