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August 10, 2005
United States
Bob is a good name …
I am a big fan of Robert (Bob) Rubin, so if I cannot be Brad, Bob is not a bad second choice. The US has racked up a deficit of around $2,247bn (€1,821bn, £1,260bn) since 2001 without suffering …
October 27, 2004
Financial Markets
Morgan Stanley: China does not rely much on export led growth
Sometimes you read something and it makes you stop, because it is at odds with your existing sense of how the world economy is working. Drossos and Kinbrough’s argument that China does not rely on a…
September 12, 2006
Economics
Welcome Felix Salmon …
Felix Salmon – who has long followed emerging market debt for Euromoney – has started blogging for RGE. He wants to do a real bloggy-blog. Lots of updates. Short, sharp comments not lengthy diatrib…
November 2, 2006
United States
Could a US recession keep the US income balance from deteriorating …
Richard Iley of BNP Paribas thinks so. In a comment to a post earlier this week, he noted that BNP Paribas was as bearish as Merrill – and that falling US rates and falling returns on foreign dire…
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…