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Curation of weekly selections – A distillation of the opinions that count!



Kenneth Rogoff
Filter: Category: ECONOMICS > US
  • ECONOMICS, Financial Markets, US

    Benjamin Cohen, "Is Trump Killing the Dollar?"

    Project Syndicate - 15 Aug 2017

    What was until recently a rhetorical question is now becoming an issue of acute relevance for all those who are structurally bullish about the $ (and the world!). President Trump’s actions are now severely undermining confidence in the greenback, which has lost 10% of its value since the election. Could the trickle turn into a flood that will leave the dollar permanently damaged? (reads in 4-6 min).

    Published in Weekly selection 18 August 2017

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    Jon Michaels, "Trump and the “Deep State”"

    Foreign Affairs (metered paywall) - 31 Aug 2017

    This is essential reading for those trying to understand how the conflict between President Trump and his government will pan out. The law professor explains why the widespread resistance inside the government to many of Trump’s endeavors is real, but doesn’t come from an insidious, undemocratic “deep state”. It simply comes from the large, complex hive of people and procedures that constitute the U.S. federal government. This makes it highly effective (reads in 5-7 min)

    Published in Weekly selection 18 August 2017

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    Gwynn Guilford, "The 9 charts you need to understand the US-China relationship before the Trump-Xi summit"

    Quartz - 6 Apr 2017

    This short article (reads in 5-7 min.) is the functional equivalent of a crash course to understand what is at stake in the meeting that just took place between Presidents Xi and Trump. What are the most sensitive issues? (1) China’s net exports to the US (and its dependency on US consumers); (2) The yuan’s real effective exchange rate (which shows that China is not a currency manipulator); (3) North Korea and (4) China’s claims in the South China Sea.

    Published in Weekly selection 7 April 2017

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