trade

Must-read: On China, Trade and Protectionism (more on this in the next post) FT.com - China export surge stirs US anger The Usual Fare FT.com - Gillian Tett - Europe’s antipathy to stress tests is well founded EconomPic:…

Max and Stacy talk about Twitter hashtag manipulation, elections in Reykjavik and the BP oil spill for some good fun.  Later in the episode I come on and ruin it with a little doom and gloom.  Take a look. OK, the BP stuff isn't…

This post on macro ideas affecting the global economy originally appeared at Alpha.Sources. With Edward Hugh busy mingling with the economic elite and literally saving Spain one step at the time I thought that it would be time for some…

Two notes from Andy Lees of UBS confirmed for me that a slowdown in China is underway and that developments in Europe are adding to the pressure.  In my view, this may mean a second-half reversal of the tightening we have seen in China…

The fall in the euro is not completely accidental. Indeed, many in the Eurozone see the decline as an opportunity instead of a sign of weakness. Nevertheless, it is not clear to me that the Greeks or the Spaniards will gain from the decline…

This is the title of a recent article in the French Les Echos. And this goes directly to my recent commentaries about competitive currency devaluations as a potential course of action going forward. It seems likely that the depreciation of…

Econ 101 Imagine you and I are the only two people in an economy. For the sake of argument, say we use sea shells as a currency and we trade with no one else but each other. So when we do trade, we exchange goods and services with each…

After the $1 trillion EU/ECB/IMF bailout it became clear to me that this theme of competitive currency devaluations is likely to gather steam. The Euro is now dropping. I see a weak Euro as a big political problem both within Germany and…

Marshall Auerback here with some thoughts on how problems in the Eurozone conflict with Washington's export agenda. A recent poll by Douglas Schoen and Patrick Caddell suggests that swing voters in the US, who are key to the fate of the…

China is self-evidently both a minefield and a potential graveyard for would-be global economists, the sort of place where reputations are made and lost in the twinkle of a dragon’s eye, so I think had better tread rather carefully here.…