…nd bilateral meetings with foreign leaders in the last two years. That might have helped with all the fence-mending and coalition-building to come. Smart Power Being secretary of state isn’t as much fun as it sounds. Imagine having to spend your days saying things like “We must...
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95 22 Ibid. 23 Dewan, Shaila. “Chinese Student in US Is Caught in Confrontation.” New York Times. April 17, 2008. http://www.nytimes.com/2008/04/17/us/17student.html. 24 Reynolds, Emma. “Tensions Rise as Chinese Government’s Influence Infiltrates Aussie Universities.” News.com...
direct encounter with President Hassan Rouhani of Iran or making concessions ina meeting with President Moon Jae-in of South Korea that they fear could undermine efforts to denuclearize North Korea.", "type": "text"}, {"additions": [{"URL":"https://www.nytimes.com/2018/09/22/worl...
Japan Economics Viewpoint Ready for ignition 18 November 2016 Key takeaways ° We are upbeat on Japan's outlook and think consensus is underestimating the strength of medium-term GDP and inflation. ° While the consensus looks for just 0.8% growth next year, we expect growth o...
Price stability can matter. The United States has managed to avoid double-digit inflation since the Volker reforms of the 1980s. But the danger remains. Modigliani was right to worry. A law making real dollars legal tender might prompt better measurements of inflation. Many eco...
The Washington Institute Year of Decision: U.S. Policy toward Iran in 2013 James F. Jeffrey and Thomas Pickering February 12, 2013 -- On February 7, 2013, James F. Jeffrey and Thomas Pickering addressed a Policy Forum at The Washington Institute. Ambassador Jeffrey, a former a...
Restructure Social Security: Policy Options From Report of the National Commission on Fiscal Responsibility and Reform Future Social Security Policy Options Deficit Reduction’ Gradually reduce future benefit payments to high earners while Le) increasing them for low earners b...
The Washington Institute Year of Decision: U.S. Policy toward Iran in 2013 James F. Jeffrey and Thomas Pickering February 12, 2013 -- On February 7, 2013, James F. Jeffrey and Thomas Pickering addressed a Policy Forum at The Washington Institute. Ambassador Jeffrey, a former a...
Eye on the Market | July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end I have a feeling that revenue increase...
US auto sales in the wake of Fukushima Itlooks like pent-up demand for Japanese cars has MoM change in SAAR auto sales, millions of units caught up, SAAR million units 1.0 id 0.5 0.0 nn oS Ss oo BJapan -1.0 BUS+Other 4 Jan-11 Apr-11 Jul-11 Oct-11 Jan-12 4 2009 2010 2011 2012...
Exhibit 23: Policy Rate Path Projections We expect the pace of monetary policy tightening to accelerate but remain benign. Federal Funds Rate (%) 405 ISG View GIR View Market Implied Median Federal Reserve Projection 3.5 5 3.0 25 + 2.0 - 0.5 0.0 Dec-16 Dec-17 Dec-18 D...
Spare capacity (Iraq is trying to develop same); 4. Who has strategic influence over ME oil will matter; 5. Oil and global GDP are connected. In some ways, our energy policy may become more difficult. One big question is whether China will continue their policy of non-interventio...
…h the Center for National Policy. Trump deputy campaign manager David Bossie came from Citizens United. The Director of Coalitions for Trump is named Alan Cobb -- he came from Americans for Prosperity. Daren Se!nick is a transition advisor and he came from Concerned Veterans. Oth...
The outlook for macro policy and for the geopolitical environment remains uncertain Our fifth annual cycle of interviews took place between January and March 2017. In speaking with leading sovereign investors and central banks (with assets in excess of US$12 trillion) we ide...
Targeting a stable oil price As a matter of Saudi policy, we would expect a preference for oil market stability over volatility, in line with recent official pronouncements. Although volatility makes it more difficult for high cost unconventional producers to operate, volatility...