from Hugo Dixon:

Bernanke deserves 6 out of 10

By Hugo Dixon
January 27, 2014

How should the world outside America view Ben Bernanke’s legacy? Should it lambast the U.S. Federal Reserve chairman, who retires later this week after an eight-year stint, for failing to predict the financial crisis and being slow to react when it hit? Or should it laud him for pulling out the stops to save the financial system and pep up the U.S. economy after Lehman Brothers went bust in 2008? Or should non-Americans be worried that the process of unwinding Bernanke’s unprecedented money-printing policy will deliver a bad case of whiplash?

from MacroScope:

Lew’s comes to Europe airing concerns

By Mike Peacock
January 8, 2014

U.S. Treasury Secretary Jack Lew moves on to Berlin then Lisbon after spending yesterday in Paris. There, he urged Europe to do more to build up its bank backstops and capital, a fairly clear indication that Washington is underwhelmed by the German model of banking union which has prevailed.

from MacroScope:

Economic damage from the shutdown? Small to start, say forecasters

October 2, 2013

The U.S. government shutdown probably won't hit the economy too hard, say economists. Some point to the fact the shutdown has come right at the start of the fourth quarter, meaning there's time before the year's out for the economy to recoup some of  lost output resulting from the downtime. But, the longer it goes on, the worse it will be.

from MacroScope:

Does less QE from the Fed necessarily mean a stronger dollar?

August 16, 2013

Based on the latest U.S. Treasury flows data, it may be time to ditch the textbook theory that says less monetary stimulus means a stronger currency - at least for now.

from Global Investing:

Guarding against the inflation dog in emerging markets

June 6, 2013

The dog that didn't bark was how the IMF described inflation. But might the fall in emerging market currencies reverse the current picture of largely benign inflation?

from Ian Bremmer:

The global vacuum of power is expanding

By Ian Bremmer
May 3, 2013

How do you solve a problem like Korea? Or Syria? Or the euro zone? Or climate change?

from Ian Bremmer:

Xi dreamed a dream of China’s rise…

By Ian Bremmer
March 20, 2013

China’s new president, Xi Jinping, gave his big inaugural address last week, talking at length about the “Chinese Dream.” He said: “We must make persistent efforts, press ahead with indomitable will, continue to push forward the great cause of socialism with Chinese characteristics, and strive to achieve the Chinese dream of great rejuvenation of the Chinese nation.”

from David Rohde:

Why intervening in Mali was the right thing to do

By David Rohde
January 17, 2013

The question from a colleague – one whose work I admire – could have come from anyone in the United States.

from Global Investing:

What’s next? A U.S. downgrade or Spanish bailout?

January 16, 2013

What will happen first? A U.S. credit rating downgrade or the country's unemployment falling below 7 percent?

from Anatole Kaletsky:

The fiscal cliff deal proves Congress is working

By Anatole Kaletsky
January 2, 2013

The U.S. fiscal cliff was dodged in pretty much the way that seemed most likely after November’s election: a bipartisan deal in which pragmatic Republicans, no longer focused on ending the presidency of Barack Obama, joined moderate Democrats to prevent economic sabotage by extremists from both ends of the political spectrum. On Wall Street, the immediate reaction was euphoria. But among mainstream economists and political commentators in Washington, it was cynicism.