blogs.cfr.org - 7/22/2009
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One of the questions raised by the expansion of sovereign wealth funds – back when sovereign funds were growing rapidly on the back of high oil prices and Asian countries’ increased willingness to take risks with the reserves – was whether sovereign funds should best be understood as a ...
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Evening Briefing for July 21st
TraderFeed —
... economic indicators; -- Prospects for muted growth in developed economies, relative strength in developing nations; -- Possibility of 17 year bear market, economic perspectives, and much more good reading; -- Perspectives on the internet as an investment and other worthwhile updates; -- Will China export its economic model as a creditor nation? -- Not all ...
China
self-evident —
... note in a new piece for the Brookings Institution, $2 trillion is equivalent to:
all the land and property in New York City, Los Angeles and Boston
73% of the market capitalization of the Dow Jones Industrial Average at the end of June
25% percent of the market capitalization of the S&P 500 at the end of June
Here is a rule of thumb. Whenever you think “China” and “capital flows”, think “Brad Setser“.
In some sense it is surprising that China has decided to be ...
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All great things have to end
blogs.cfr.org 8/4/2009 — This will be my last blog post, at least for the foreseeable future.
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That is the ...
What’s Safe?
cafehayek.com 10/28/2009 — Here’s a letter that I sent yesterday to the Los Angeles Times :
You want e-cigarettes banned until and unless tests “determine whether they are indeed safe” (” Smoking out e-cigarettes ,” Oct. 26).
...
Reserve managers keep buying Treasuries …
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Most emerging economies — including some that thought they had ...
Big changes, but not much adjustment: China’s March trade data
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Not putting your money where your mouth is
blogs.cfr.org 5/14/2009 — In March, China’s premier expressed concern about the safety of China’s (large) investment in the US, including China’s investment in Treasuries. China’s citizens have realized — rather belatedly — the risks ...
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