Noteby Jacob Funk Kirkegaard | September 8, 2016 Treasury Secretary Jack Lew recently declared victory for the US position in the debate over stimulus versus austerity within the G-20. “Today the G-20 is no longer debating growth versus austerity, but rather how to best employ fiscal policy to support our economies,” he said ...
Reportby Rhodium Group | September 1, 2016 RHG contributes to a pathbreaking study on the economics of a digital divorce, modeling the impact on China from attempting to "nativize" information and communication technology sectors.
Noteby Andrew Coflan | August 25, 2016 Fixed asset investment data imply that the state has undertaken massive stimulus since the beginning of 2016. A closer look at the subcomponents of investment, however, give reason to believe that this may be a statistical or ownership reclassification rather than a sea shift in ...
NoteThilo Hanemann and Cassie Gao | July 22, 2016 China’s global outbound investment has soared in the first half of 2016. The United States continues to be one of the top recipients of Chinese capital, with more than $18 billion of FDI in the first six months of 2016. This threefold increase from the same ...
Noteby Jacob Funk Kirkegaard | July 11, 2016 The unexpectedly rapid ascendance of Theresa May as the next prime minister of Britain averts a damaging leadership struggle this summer within the Conservative Party. But it also suggests an increased probability that Article 50 negotiations over the terms of Britain’s exit from the European ...
Noteby Jacob Funk Kirkegaard | July 8, 2016 When Wall Street strategists start wading into political analysis, it’s often a sign that fear has gripped financial markets. So it is with the United Kingdom’s referendum decision to exit the European Union. The biggest source of uncertainty for the rest of Europe from Brexit ...
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