The Great Debate

from Commentaries:

Long on volatility, short on meaning

September 3, 2009

It's hard not to be cynical about what the markets are supposedly telling us this week.

China cuts Treasury holding to fund foreign deals

By Wei Gu
August 20, 2009

wei-gu.jpg– Wei Gu is a Reuters columnist. The opinions expressed are her own —

Please don’t call it a liquidity crunch, but it rather looks as though China might have had to sell a sliver of its vast hoard of U.S. Treasury paper to fund its private sector’s big overseas foray.

No U.S. bounce from China’s safety net

June 3, 2009

Christopher Swann– Christopher Swann is a Reuters columnist. The views expressed are his own –

Fed sets out exit strategy

March 26, 2009

John Kemp Great Debate– John Kemp is a Reuters columnist. The views expressed are his own –

Intense criticism of the Fed’s role in the financial rescue program and the decision to triple its balance sheet, including monetizing a portion of the Treasury’s debt, has forced the central bank to issue an unusual defense of its actions (http://www.federalreserve.gov/newsevents/press/monetary/20090323b.htm).

How will the Fed get off its Tiger?

By J Saft
December 19, 2008

James Saft Great Debate – James Saft is a Reuters columnist. The opinions expressed are his own –

The Federal Reserve and U.S. economy have two considerable risks now that quantitative easing is at hand: keeping the dollar from a disorderly decline and figuring out how to dismount from the tiger.