- Samsonite: inventory, excess baggage, and unresolved questions
- It might be a long wait for “the equivalent alternative to ICOs”
- Don't blame it on the sunshine
- In corporate America, brands develop you
- One in ten dollars of US housing were anonymous
- Should AT&T worry more about its debt?
- Who cares if Elon is incinerating capital?
- Let’s not try make 'crypto chicks' a thing
- Zion Oil: Living on a prayer
- Tokens all the way down
- Eight-dimensional chess with Elon Musk
- A lopsided trade is a good trade, Italian inflation edition
- How to buy Italian fire insurance
- Atlas bugged
- Inflating inflation
- Crypto's most devout believers are suffering a crisis of faith
- Plus500: past performance is no guide to the future
- Noble rot in a shrinking Harbour
- In defence of ticket touts
- Please don't tell individual investors to buy leveraged loans
“Bound tariff” tomfoolery is below average.
- Jim Millstein discusses the financialisation of America
- Alphachat is on hiatus this week
- Benn Steil explains the Marshall Plan
- Marcel Fratzscher on the dark side of the German economy — now with transcript!!
- Marcel Fratzscher explores the dark side of the German economy
- Emi Nakamura on calculating inflation
- Stephanie Kelton explains how the government budget affects the economy and the mechanics of student debt forgiveness
- Jonathan Knee explains 25 years of Wall Street’s evolution
- Marcus Noland explains the North Korean economy
- Brad Setser explains how corporate tax policy affects the balance of payments
- Michele Wucker explains “Gray Rhinos”
- Listen - The "gray rhino" theory
- James Heckman tells us why IQ is overrated
- Mihir Desai explains the wisdom of finance — Now with transcript!
- Mihir Desai explains the Wisdom of Finance
- Can we avoid another financial crisis?
- Hirschmania, the final chapter
- The life and speeches of Sadie Alexander
- Kim Rueben on the fiscal impact of immigration
- A sit down with Adair Turner
In this two-part episode of Alphachat, we discussed global imbalances and the Chinese economy with Michael Pettis.
Foreign investors sold Treasuries in December, but we’d bet it had absolutely nothing to do with Trump. International governments — the largest group of foreign owners — actually made net purchases of Treasuries.
The US motor industry resistance has begun, with General Motors leading the charge. A senior GM executive has defended the company’s use of Mexican plants, indicating it will not yield to political pressure to relocate manufacturing jobs to the US.
This guest post on the issue of the wider global impact of Brexit is from Paul Donovan, Global Economist at UBS in London. The British referendum decision to end the country’s EU membership may seem an isolated event. Something for the UK to worry about, certainly. Something for the EU to muse over. But not, necessarily, something that Asia should be concerned about. This attitude is a mistake, in my view. The UK referendum matters because it signals trends that will shape the world economy. These trends are important for Asia and Asian investors. Leaving aside the details of EU membership, the referendum result marks a victory for “anti-politics”. This is the politics of being against something rather than for something. Anti-politics suggests “if only we get rid of this one thing, all our troubles will be over”.
A guest post by Peter Doyle, economist and former IMF staffer _______ I very much hope—and expect—that Brexit will be rejected. But the 200-odd pages of HMT density on trade theory are intended to intimidate, not illuminate. They distract from the key issue; the impact of Brexit on the Euro.
- Our chat with Sebastian Mallaby on Alan Greenspan
- Our long chat with Paul Volcker (plus transcript and highlights)
- Brad DeLong on Hamiltonian economics and US economic history
- Inside the Washington Post: a chat with Marty Baron and Shailesh Prakash (plus transcript)
- Clay Shirky and Emily Parker on Xiaomi, technology and information flows in China (updated with transcript)
- Simon Kuper’s panel on the cultural forces of football
- Claudia Goldin on the history of women in the workplace (updated with transcript)
- Our podcast chat with Reihan Salam
- Our chat with Esther Duflo — now with transcript
- Our chat with Esther Duflo
- Our podcast chat with Angus Deaton (updated with transcript)
- Our chat with Angus Deaton
- A chat with Greg Ip about “Foolproof” (and the transcript)
- A wonky chat with Martin Wolf (plus the transcript)
Alphachatterbox is available on Acast, iTunes, and Stitcher.
One of the go-to guys on trade litigation between the US and China is Bill Perry, a Seattle-based attorney who spent the 80s at the US International Trade Commission, the Office of Chief Counsel and Office of Antidumping Investigations, and the US Department of Commerce. While tackling all sorts of anti-dumping and countervailing duty cases, he runs a blog that covers what it says on the tin: US China Trade War And if you ask him about the fast-escalating case involving China’s ZTE Corp, Bill will offer you one word: Hòumén (back door or 后门 in simplified Chinese.