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原站:http://www.rgemonitor.com/blog/setser
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累计:247 篇(自 2007-09-04 起)
更新:约1篇/周,最后更新1014 天前
RGE Monitor : Brad Setser Blog
i am at a conference and haven’t had time to delve into the results of the stress tests — or to really delve into friday’s news flow. normal blogging likely will resume on monday.in the interim though, i thought it would be interesting to do some quick calculations to see how much interest income china has been receiving on its us bond portfolio. the... (317 天前)
RGE Monitor : Brad Setser Blog
It can now be found at www.blogs.cfr.org/setser. My first post is on -- what else -- the details of the TIC data. I clearly went for a crowd pleasing mega-hit.If all goes according to plan, the transition should be pretty seamless. The blog archives have been transferred, and at some stage RGE will automatically redirect old links over the cfr site. My ... (317 天前)
RGE Monitor : Brad Setser Blog
This is not a post about the gas tax. Nor is it a post about how the United States existing energy-inefficient capital stock makes it harder for the US to adjust to higher oil prices. Dr. Krugman has already covered that ground well. It is rather a post about how the global balance of payments has to respond to what increasingly looks like a significant ... (317 天前)
RGE Monitor : Brad Setser Blog
Sovereign funds argue that they are only interested in financial returns.And to be sure, they do care about financial returns. Losing money generally isn’t good for a sovereign fund's long-term health. But many are also expected to at least try to invest in ways that contribute to the economic development of their home country. This is often quite expl... (317 天前)
RGE Monitor : Brad Setser Blog
If all goes according to plan, my blog will be migrating to cfr.org later this week. The transition should be pretty seamless -- at least that is the goal.It obviously is a bit of a change for me, after being a part of the RGE site for so long. I am particularly grateful that Nouriel and RGE hosted my blog for the past several months, even after I moved... (317 天前)
RGE Monitor : Brad Setser Blog
Peter Goodman looks at the dollar – and the growing dollar reserves of emerging market central banks -- in today’s New York Times.He captures the poles of the debate well. Ken Rogoff argues that it doesn’t make sense for poor countries to provide the US with a form of foreign aid by holding more low-yielding US assets that they need: “central banks ... (317 天前)
RGE Monitor : Brad Setser Blog
Unless your family is in the wheat or beans business (wheat and soybeans exports have more than doubled when q1 08 is compared to q1 07; total food and feed exports are up 50% y/y), there actually wasn’t a lot to like in this month’s trade release.Yes, the headline deficit fell relative to February, but February looks to have been a blip. The rolling ... (317 天前)
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