Category Archives: International Economic data

Stratfor: Beyond the Post-Cold War World, Balancing Economic and Military Power

By George Friedman, Founder and Chairman, Stratfor An era ended when the Soviet Union collapsed on Dec. 31, 1991. The confrontation between the United States and the Soviet Union defined the Cold War period. The collapse of Europe framed that … Continue reading

Posted in China, Economics, Eurozone | Tagged , , , , , , , , | Leave a comment

Stratfor: Disturbing Precedent in the Cyprus Bailout

By George Friedman, Founder and Chairman, Stratfor The European economic crisis has taken different forms in different places, and Cyprus is the latest country to face the prospect of financial ruin. Overextended banks in Cyprus are teetering on the brink … Continue reading

Posted in Banking News, Eurozone, aa syndication | Tagged , , , , , , , , , , , | Leave a comment

The Euro Mess Gets Messier

by Elliott Morss, Morss Global Finance Introduction I have not written about problems in the Eurozone and surrounding areas since last October since nothing had changed. The Eurozone is in the process of falling apart because what I called the … Continue reading

Posted in Eurozone, macroeconomics, money | Tagged , , , , , , , | 3 Comments

Stratfor: The New Reality in U.S.-Israeli Relations

By George Friedman, Founder and Chairman, Stratfor U.S. President Barack Obama is making his first visit to Israel. The visit comes in the wake of his re-election and inauguration to a second term and the formation of a new Israeli … Continue reading

Posted in Middle East | Tagged , , , , , , , | Leave a comment

The Great Portuguese Hollowing Out

by Edward Hugh, Euro Watch With every passing day Portugal has less and less economy left, while fewer and fewer people remain to try to pay down the debt. As Portuguese President Aníbal Cavaco Silva once put it, “A country without … Continue reading

Posted in Economics, Eurozone | Tagged , , , , , | Leave a comment

Stratfor: Europe, Unemployment and Instability

By George Friedman, Founder and Chairman, Stratfor The global financial crisis of 2008 has slowly yielded to a global unemployment crisis. This unemployment crisis will, fairly quickly, give way to a political crisis. The crisis involves all three of the major … Continue reading

Posted in Eurozone | Tagged , , , , , , , , , , | Leave a comment

Designing A Federal Bank

by Harold James, Voxeu Do economists and policymakers know how to design a federal bank for Europe? Is there a template? This column explores the history of the US Federal Reserve, gleaning lessons for the future of the European banking … Continue reading

Posted in Banking News, Eurozone, Government | Tagged , , , , | Leave a comment

A Brief History of the Chinese Growth Model

by Michael Pettis, China Financial Markets As regular readers know I have often argued that the Chinese development model is an old one, and can trace its roots at least as far back as the “American System” of the 1820s … Continue reading

Posted in China, Economics, International Economic data, money | Tagged , , , , | 1 Comment

Stratfor: Tolerating Aggressive Chinese Behavior

By Rodger Baker, Stratfor Japanese Prime Minister Shinzo Abe has warned Beijing that Tokyo is losing patience with China’s assertive maritime behavior in the East and South China seas, suggesting China consider the economic and military consequences of its actions. … Continue reading

Posted in China, Japan | Tagged , , , , , | Leave a comment

Panic-driven Austerity in the Eurozone and Its Implications

by Paul De Grauwe and Yuemei Ji, Voxeu.org Eurozone policy seems driven by market sentiment. This column argues that fear and panic led to excessive, and possibly self-defeating, austerity in the south while failing to induce offsetting stimulus in the … Continue reading

Posted in Economics, Eurozone, Government, International Economic data | Tagged , , , , , , | 1 Comment

Root Causes of Currency Wars

by Simon Evenett, Voxeu.com Discussion of currency wars has broken out again in the run-up to this week’s G20 finance ministers’ meeting in Moscow. This column points to the underlying policy choices responsible for the recurring currency disputes and the … Continue reading

Posted in G-20, macroeconomics, money | Tagged , , , , | Leave a comment

The 2013 Economic Outlook – Bright Sunshine for the U.S., Periods of Cloud Abroad

by Paul Kasriel, The Econtrarian Author’s Warning: Do not attempt reading the entirety of this commentary without the aid of your stimulant of choice. I apologize for the length of the commentary, but believed it necessary in order to inform … Continue reading

Posted in China, Economics, Eurozone, Federal Reserve, Japan, macroeconomics, money | Tagged , , , , , , , , , , , , | 2 Comments

Stratfor: U.S. – Iranian Dialogue in Obama’s Second Term

By Reva Bhalla, Vice President of Global Affairs As U.S. President Barack Obama’s second-term foreign policy team begins to take shape, Iran remains unfinished business for the U.S. administration. The diplomatic malaise surrounding this issue over the past decade has … Continue reading

Posted in Middle East | Tagged , , , , , | Leave a comment

Stratfor: The North Korean Strategy Is Ferocious, Weak and Crazy

By George Friedman, Stratfor Founder and Chief Executive Officer North Korea’s state-run media reported Sunday that North Korean leader Kim Jong Un has ordered the country’s top security officials to take “substantial and high-profile important state measures,” which has been … Continue reading

Posted in China, Japan, Uncategorized | Tagged , , , , , | Leave a comment

Eurozone Crisis: It Ain’t Over Yet

by Paolo Manasse, Voxeu.org All G7 economies are struggling in the post-crisis climate, but US GDP has recovered to pre-crisis levels, while the Eurozone simply hasn’t. This column portrays the global crisis as a transitory shock for the US, but … Continue reading

Posted in Economics, Eurozone, money | Tagged , , , , , , | 2 Comments

China – the Next Economic Superpower? Better Hedge Your Bets

Written by Elliott Morss, Morss Global Finance Introduction In earlier postings, I have examined global power from both “empire” and “fragmentation” perspectives. Empire implies concentrated power, usually for economic gain – not just for the acquisition of power per se. In … Continue reading

Posted in China, Economics | Tagged , , , , | 2 Comments

Stratfor: UK Moving Away from the European Union?

By George Friedman, Stratfor Founder and Chief Executive Officer British Prime Minister David Cameron will deliver a speech in London on Jan. 23, during which he will discuss the future of the United Kingdom’s relationship with the European Union. Excerpts … Continue reading

Posted in Eurozone, UK, aa syndication, macroeconomics | Tagged , , , , , , , , | 8 Comments

Confuse the Cat: Baltic Data

by Dirk Ehnts, Econoblog101 I found Google Public Data Explorer and I like it tremendously. Remember those discussion about the Baltics and how they do under austerity? You now can fact check any commentators claims quite rapidly. Let’s try it … Continue reading

Posted in Economics, Employment, Eurozone, International Economic data, macroeconomics | Tagged , , , , , , | Leave a comment

The Appreciating Renminbi

by Philippe Bacchetta, Kenza Benhima and Yannick Kalantzis, voxeu.org China is perennially accused of currency manipulation. Yet, this article argues that a weak currency value doesn’t necessarily reflect currency manipulation. China is a fast growing economy with strong financial frictions … Continue reading

Posted in China, money | Tagged , , , , , , , , , , | Leave a comment

Recognizing the Need for Economic Adjustment

by Michael Pettis, China Financial Markets In China, I have argued many times, high growth is no longer compatible with a strengthening balance sheet. If China is growing at a rate that approaches or exceeds five or six percent, it … Continue reading

Posted in Business News and Analysis, China, GDP | Tagged , , , | Leave a comment