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May 12, 2005
United States
The sustainability of the current account deficit, once again
The market seems to have concluded that there is no need to put any pressure on the US to reduce its large external deficits. The dollar is up, at least against the euro. So is the renminbi for th…
February 10, 2005
United States
America and the World Economy: A Strategy for the Next Decade
Council on Foreign RelationsNew York, N.Y.PETER PETERSON: I have exciting news for you. I want you to turn off your cell phones. You’re also supposed to do something with something called a BlackBer…
April 29, 2005
Emerging Markets
China Trip Report
Nouriel and I put pen to paper and laid out our take on China. Our paper reflects on the trip we took there last month, along with the reading we did to prepare for the trip. There is nothing new her…
July 31, 2006
Financial Markets
Growth slowing, oil rising … not good
If Roubini hasn’t done enough to convince you that the US is at risk of a slump … check out Calculated Risk. A big fall in residential investment would put something of a dent in the US economy.An…
August 18, 2006
United States
Dollar depreciation has increased exports. But Andrew Tilton is also on to something … to export you need to invest in your export sector
US exports are enjoying their strongest three-year period of growth since 1987-89. If growth rate of the first half of the year is sustained, the cumulative increase in US exports between the end …
