Author Archive

How much do the major Sovereign Wealth Funds manage?

2009/08/02
By rziemba

This post is by Brad Setser and Rachel Ziemba of RGE Monitor A score of recent reports have put the total assets managed by sovereign wealth funds at around $3 trillion. That seems high to us – at least if the estimate is limited to sovereign wealth funds external assets. We don’t know the real total...
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May TIC Data: Still Buying US Assets But Just the Liquid Ones

2009/07/16
By rziemba
May TIC Data: Still Buying US Assets But Just the Liquid Ones

This is Rachel Ziemba. Brad will I think be back soon but I figured I’d get in one last post going into some excessive details on the Treasury International Capital (TIC) data. These days, the TIC data released monthly by the US Treasury and detailing the capital flows to and from the U.S. often seems...
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Chinese Reserves: Boiling Over Again?

2009/07/15
By rziemba

This Rachel Ziemba, filling in for Brad Setser. I’m having technical upload issues so will add charts later but for now some thoughts on reservesChinese reserves data released today seem to be one more sign that the Chinese stimulus might be working a bit too well. China’s reserves stood at $2.13 trillion up from...
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Will the Chinese Keep Saving?

2009/07/13
By rziemba

This is Rachel Ziemba of RGE Monitor where this post also appears.In a recent post, Jeffrey Frankel asks will the U.S. Keep Saving? noting that despite the recent increase in the U.S. savings rate, the demographics of the U.S. (as well as those of Japan and Europe) will contribute to a reduction in...
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GCC Sovereigns: A Little Better off

2009/07/09
By rziemba
GCC Sovereigns: A Little Better off

this post is by Rachel Ziemba Thanks again to Brad for letting me fill in while he’s on vacation. Sorry I’m late catching up with you all but I’ll try to chime in on some of the key releases especially on China in the next week. But let me start out with something from the...
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