from MacroScope:

Is the dollar taking over the Fed’s job?

May 5, 2015

US trade

 

 

 

 

 

 

 

 

 

While the surge in the greenback since July has turned up in all sorts of economic data, much of it not good, the big one may have just landed.

from The Great Debate:

Why the United States is always the loser in any free-trade deal

By Charles R. Morris
April 10, 2015

The YM Bamboo, a container ship operated by the China Ocean Shipping Company (COSCO) is docked at the Port of Oakland in Oakland, California

The YM Bamboo, a container ship operated by the China Ocean Shipping Company docked at the Port of Oakland in Oakland, California, January 14, 2011. REUTERS/Beck Diefenbach

from Breakingviews:

Review: An American-Chinese morality tale

By Edward Hadas
July 4, 2014

By Edward Hadas

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from The Great Debate:

Obama: Building trade to build growth

By Edward Alden
December 5, 2013

The Obama administration has quietly embraced the most ambitious agenda on trade and investment liberalization in the past two decades.

from MacroScope:

Mixed evidence from Germany

By Mike Peacock
June 7, 2013

German trade data, already out, showed both exports and imports rose more than expected in April – up a sharp 2.3 and 1.9 percent respectively. That suggests that its fabled industrial base is in reasonable shape but also that domestic demand is holding up, possibly helped by some above-inflation pay deals. The figures represent a significant bounce from the first quarter when Europe’s largest economy just managed to eke out some growth.

from MacroScope:

Not again, please! Brazil and India more vulnerable now to another crisis

April 25, 2013

After bad economic news from Germany, China and the United States over the past few weeks, here are two more. Brazil and India, two of the world's largest emerging economies, are increasingly vulnerable to another crisis or to the eventual end of the ultra-loose monetary policies in developed economies after five years of a severe global slowdown.

from Deepti Govind:

Not again, please! Brazil and India more vulnerable now to another crisis

April 25, 2013

After bad economic news from Germany, China and the United States over the past few weeks, here are two more. Brazil and India, two of the world's largest emerging economies, are increasingly vulnerable to another crisis or to the eventual end of the ultra-loose monetary policies in developed economies after five years of a severe global slowdown.

from Global Investing:

India’s deficit — not just about oil and gold

April 18, 2013

India's finance minister P Chidambaram can be forgiven for feeling cheerful. After all, prices for oil and gold, the two biggest constituents of his country's import bill, have tumbled sharply this week. If sustained, these developments might significantly ease India's current account deficit headache -- possibly to the tune of $20 billion a year.

from Global Investing:

Emerging markets’ export problem

April 8, 2013

Taiwan's forecast-beating export data today came as a pleasant surprise amid the general emerging markets economic gloom.  In a raft of developing countries, from South Korea to Brazil, from Malaysia to the Czech Republic, export data has disappointed. HSBC's monthly PMI index showed this month that recovery remains subdued.

from MacroScope:

The fading strength of U.S. exports

December 11, 2012

U.S. exports posted their biggest drop in nearly four years in October, pushing the U.S. trade deficit higher despite a decline in imports to their lowest level in 1-1/2 years.