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January 3, 2006
United States
Tyler Cowen take note - dollar pessimism may no longer be fully “priced” in
Tyler Cowen has argued that big shocks come when markets are surprised, and, right now, no one would be surprised by a dollar decline. People like me (and others with a wee bit higher profile) have …
September 28, 2022
Saudi Arabia
The Saudi Exception
The U.S.-Saudi relationship is fraught with complications. Saudi Arabia has the largest oil reserves in the world, giving it influence over what Americans pay at the gas pump. At the same time, the k…
May 23, 2007
Emerging Markets
I am not sure there is much risk that emerging economies will become too enamored with floating any time soon.
Dani Rodrik poses an important question on his blog:“If forced to choose between a world in which developing countries are growing rapidly but there are global macro imbalances associated with it, an…
August 21, 2020
Wars and Conflict
Five Movies Worth Watching About Foreign Intrigue
Each Friday this summer, we suggest foreign-policy-themed movies worth watching. This week: tales of espionage and conspiracy.
October 31, 2006
China
The IMF on China
The IMF’s Article IV on China. It suffers from one obvious problem. It is dated. The IMF completed this report in early July, and it is now almost November. China’s current account surplus simply…