How much do the major Sovereign Wealth Funds manage?
This post is by Brad Setser and Rachel Ziemba of RGE Monitor A score of recent reports have put the...
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 anti-climactic...
Chinese Reserves: Boiling Over Again?
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 reserves
Chinese 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 $1.95...
Will the Chinese Keep Saving?
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 savings....
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 world...
