Understanding inflation now requires the broadening of the assessment of risk factors of domestic output gaps to global output gaps

Transforming a zero-sum conflict of codependency into a positive-sum relationship of mutually beneficial interdependence is the only way to end…

America’s trade gaps have, in fact, been spawned by a chronic deficiency of domestic US saving, averaging just 1.9% over…

The taper tantrum of 2013 and the current travails of EMEs underscore the contagion of cross-market spillovers arising from QE

There is a longstanding disconnect between bilateral and multilateral approaches to international economic problems.

In short, the USTR’s seemingly impressive Section 301 report is a biased political document that has further inflamed anti-China sentiment…

China will likely stay its current course. Normal leadership Succession or not, It can’t now turn Back from a transition…

The multilateral foreign-trade deficits of a saving-short US economy set the stage for perhaps the most egregious policy blunder being…

The Trump administration’s recent protectionist measures, aimed at china & South korea, can spark retaliatory measures that will only leave…

Real economies rest on asset prices distorted by the execssively accommodative policies of central bank; glacial normalisation only prolongs this…

Congressional Republicans’ proposed tax cuts—masquerading as tax reform—are no recipe to “make America great again”.

China’s principal contradiction—tension unbalanced & inadequate development and people’s need for a better life—flags what its long-term strategy is missing

Any action by the US against Chinese imports will effectively translate as a tax hike, and counter-measures by China will…

The Chinese economy is drawing support from strong sources of cyclical resilience in early 2017. The 11.3% y-o-y gain in…

Monetary accommodation set the stage for Japan’s demise; BoJ compounded the problem by embracing quantitative easing.