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01/15/20 - The Art of the Phase I Tariff Deal (I)
10/14/19 - High U.S. Tariffs on China Will Likely Remain in Place (I)
05/30/19 - Japan’s More Upbeat Economy, Trade Talks Boost U.S. Prospects (I)
2018
05/10/19 - ‘Tariff War’ Flares Up, But Deal Still Likely Later this Year (G,I)
10/11/18 - Tariff Drag on U.S. Should Be Much Less Than Expected (G,I)
08/24/18 - Trump Tariff ‘Wars’ Having Minimal Economic Impact in U.S. (G,i)
07/13/18 - Trade Tensions Rise Near-Term, But Deals Likely by Year-End (I)
07/09/18 - Supplier Bottlenecks Reflect Strong Growth, Not Trade Panic (E,i)
06/28/18 - Trump's Trade War: Modest Drag Near-Term, But Long-Term Benefit (G,i)
06/18/18 - U.S. Tariffs Costs Will Be Borne Primarily by Foreigners (G,i)
04/10/18 - Yawn! China Will Not Make Good on Devaluation Threat (I)
04/06/18 - China Is Bluffing on U.S. Tariffs, and Trump Knows It (I)
03/07/18 - Trump Tariffs Pose Little Threat to U.S. Economy (I.e)
2017
2016
10/14/16 - Brexit Anxiety: Penny Foolish, Pound-Wise (I)
10/11/16 - ‘Kitchen Sink’ Era Ending for Global Monetary Policy (F,i)
06/24/16 - Brexit Panic Should Abate Soon; Little Macro Damage (I)
2014
10/23/14 - Dollar Rally to Have Only Modest Impact on US Inflation, Trade (E,i)
2011
03/18/11 - Japan Supply Disruptions Should Be Short-Lived (I)
03/14/11 - Over Mid-Term, Japan Crisis Will Boost Oil Prices (I)
2010
05/21/10 - EU Criisis Should Have Only Modest Impact on USA (E,i)
05/13/10 - Euro-TARP Offers Solid, Necessary First Step (I)
2007
10/22/07 - Exports Helping Economy Through
Soft Patch (E, i)
2006
03/23/06 - Protectionism Fears Groundless;
Trade Barriers Not Rising (I)
02/23/06 - Do Current Account Deficits
(Dark) Matter? (E,i)
2005
07/21/05 - Fed Minutes Back Continued
Measured Rate Hikes (F,i)
06/16/05 - China Currency Reforms Unlikely
to Benefit U.S. (I, G)
06/09/05 - Global Test Suggests Tighter U.S.
Policy Needed (F,i)
2004
12/10/04 - Dollar Decline Likely to
Encourage Further Fed Tightening (F,i)
02/09/04 - Melting Down the China Syndrome (I)
2003
10/15/03 - Central Banks Grow More
Optimistic About Growth (I)
05/09/03 - ECB Follows Fed
Lead On Deflation Fears (I)
03/18/03 - International Central Bank Policy
Update (I)
01/29/03 - International Central Bank Policy
Update (I)
2002
09/24/02 - International Central Bank Policy
Update (I,f)
08/14/02 - International
Central Bank Policy Update (I,f)
06/24/02 - International
Central Bank Policy Update (I,f)
2001
10/10/01 - Less Int'l Trade
Flows Likely Due To 9/11 (I,e)
2000
(None)
1999
04/23/99 - Improving Int'l
Situation Bolstering U.S, Profits (E,i,c)
03/25/99 - Trade Bal. to
Trough In '99, Aided By Improving Growth Abroad
(E,i)
01/21/99 - U.S. Trade Balance
Should Trough Soon (E,I)
1998
11/11/98 - Policymakers
Calm Markets ; U.S. Economy Slowing, But Recession Unlikely (E,f,i)
09/23/98 - Monitoring Asia's
Impact On The U.S. Economy (I,e,d)
06/26/98 - Except For The
Yen, Most Asian Currencies Stable In This Second Round Of Turmoil (I)
06/04/98 - International
Trade Drag & Domestic Strength Likely To Keep Fed on Sidelines (E,f,i)
05/28/98 - Russian
Situation Looks Ugly; Still Cautiously Optimistic On Asia As Currencies Hold (I)
03/06/98 - Asian Turmoil
Should Impact Real Trade Deficit Much More Than Nominal Deficit (E,i)
02/12/98 - Asia Having Less
Impact Than Expected So Far (E,i)
01/21/98 - Many Asian Stock
Markets Now At Levels Lower Than At The End Of 1989 (I)
01/14/98 - Keynes
Corridor: World Economy Likely To Adjust Without Major Policy Intervention (T,i)
1997
12/05/97 - US Trade: Mexico
Versus Asia (I)
10/24/97 - Asian Turmoil To
Subtract ¼% From US 1998 Real Growth (E,i)
10/16/97 - 1998 Global
Growth To Be Strong Despite Asian Currency (I)
07/03/97 - Rating The
Independence Of Central Banks Around The World (F,i,t)
1995-1996
11/20/96 - The Case For A
Stronger Dollar (E,i)
11/06/96 - Foreign
'Dumping' Has Held Down U.S. Growth (E,i)
09/25/95 - Trade Deficit
Fails To Shrink; Foreign Firms Sustain Output With Cheap Exports (E,i)
06/07/95 - Export &
Import Inflation At Record Highs (E,i)
04/18/95 - Low Export &
Import Inflation Was Helping Hold Down U.S. Inflation (P,i)
02/22/95 - Detailed
Examination of U.S. Exports, By Country And End Use Categories (I,d)
01/06/95 - Mexican Crisis'
Impact On U.S. Real GDP Growth Should Be Modest (E,i) |