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March 27, 2024

Grand Strategy
The President’s Inbox Recap: The Case for U.S. Retrenchment Overseas

Proponents of retrenchment want the United States to do less overseas.

Nine boats with alternating flags of the United States and South Korea as viewed lined up in a row.
Blog Post by Michelle Kurilla The Water's Edge

August 4, 2006

China
Stephen Jen is right

That is not something I say all the time. I suspect I am among Stephen Jen's prototypes for what he calls structural dollar bear.    And Stephen " “current account deficits inside the dollar zone…

Blog Post by Brad W. Setser Follow the Money

October 9, 2006

United States
Stephen Jen, Eternal optimist

Apparently, the US fiscal deficit is set to disappear and the US current account deficit has peaked.  At least it has in Stephen Jen-land.  In his latest email Jen writes: “US’s corporate revenues ar…

Blog Post by Brad W. Setser Follow the Money

May 3, 2006

Financial Markets
Stephen Jen knows currencies, not communiqués

Stephen – the dollar will go down, but “ the US will not adopt a weak dollar policy … and the sky will not fall on the dollar” – Jen has gotten the course of a the dollar/ euro roughly right for the …

Blog Post by Brad W. Setser Follow the Money

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…

Blog Post by Brad W. Setser Follow the Money