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RAJAN & INDIA'S HUMAN CAPITAL

7/28/2018

What Pakistan teaches India
Sadanand Dhume | Times of India

In Conversation With Raghuram Rajan
interview with Raghuram Rajan via The Hindu Business Line
Hoover Institution fellow Raghuram Rajan discusses leveraging India’s human capital via higher education for a new generation.

"Government Must Listen To People Speaking Truth To Power": P Chidambaram
quoting Raghuram Rajan via NDTV
Former Finance Minister P. Chidambaram on Wednesday said the Prime Minister Narendra Modi-led government must listen to people speaking truth to power, referring to observations made by economists Arvind Panagariya, Raghuram Rajan and Arvind Subramanian.

XI DIGS IN FOR THE LONG HAUL: KILLING OFF THE DON

7/26/2018

US-China 'trade war' numbers
Derek Scissors | AEIdeas

CHATHAM HOUSE U.K. The dominance of China's president means he gets all the praise when things go right — and all the blame when they don’t, writes Kerry Brown.
Read the expert comment >

China Takes Censorship Global
Josh Rogin, Washington Post

China's exchange rate dilemma
Desmond Lachman | InsideSources

https://nationalinterest.org/feature/china-nukes-qualcomm%E2%80%94nxp-deal-escalates-%E2%80%98trade-war%E2%80%99-26841

https://www.washingtonpost.com/news/josh-rogin/wp/2018/07/25/russia-fever-is-distracting-the-united-states-from-the-china-threat/?utm_term=.df56df4d1d77

Trade war diary: July 26, 2018
James Pethokoukis | AEIdeas

Trade war diary: July 30, 2018
James Pethokoukis | AEIdeas

Xi’s China should also share blame for Trump’s trade war
XUAN LOC DOAN
US President Donald Trump’s intensifying trade conflict with China is reckless and unfortunate, as it could hugely harm not only the world’s two biggest economies but also others. Yet China – or perhaps, more precisely, its “core” leader Xi Jinping – is also culpable for the current stalemate. In an opinion piece in USA Today on July 19, Chinese Ambassador to the United States Cui Tiankai said the US president’s trade war against China “is...

THE NEW YORK SUN: KUDLOW IS WINNING AGAINST CHINA

The Trade War To End All Trade Wars Will End In Economic Carnage
by John H. Cochrane via The Hill
One hundred and four years ago this August, the war to end all wars broke out. It was a war that nobody wanted. The world stumbled in to it almost by accident and then could not get out.

Doomed US trade policy
Desmond Lachman | Official Monetary and Financial Institutions Forum
President Trump’s trade policy suffers from the most basic of contradictions that doom it to failure. Trump wants to impose increased import restrictions on trade partners to help eliminate the US trade deficit. Yet, this administration is following policies that will increase the US budget deficit and will have the unintended consequence of strengthening the dollar. That combination is certain to cause the US trade deficit to widen rather than narrow.

RED CHINA GETS SERIOUS ABOUT THE DON & AFRICA PUT ON NOTICE FROM WEST ABOUT CHINESE DEBT TRAPS

7/25/2018

Double debt risk for African countries that turn to China
(Deutsche Welle) Kenya owes more to China than it does to Western lenders, the traditional source of loans to Africa. As Beijing throws open its credit line to Africa, analysts warn of the risk of a double-debt stranglehold.

WAITING FOR XI TO MAKE A DEAL OR CONTINUE TRADE WAR

7/24/2018

The US and Germany should heed the International Monetary Fund's advice
Desmond Lachman | AEIdeas

Trade war diary: July 24, 2018
James Pethokoukis | AEIdeas

CHINA SEEKS TO DEVALUE

7/20/2018

China’s Currency Catch-22
Paola Subacchi, Project Syn

China’s policy row takes new twist amid US trade war fears
BY ASIA TIMES STAFF
Analysts warn that the central bank will not be able to fix all the problems without a concerted approach

PAKISTAN'S FOREIGN EXCHANGE CRISIS & INDIAN RUPEE PLUNGES

7/19/2018

Pakistan curbs imports amid a foreign exchange crisis
BY FM SHAKIL
The economy faces a potential collapse as foreign currency reserves fall below $9.5 billion

Indian rupee plunges to all-time low against the US dollar
BY ASIA TIMES STAFF
The hardening dollar, strong crude-oil prices and continued capital outflows from Indian bourses have taken a heavy toll on the Indian currency

WHERE'S THE CHINESE PUSHBACK ON TRUMP & GLOBAL DEBT BOMB ARRIVES

7/14/2018

Trump ‘so dissatisfied’ with China trade talks, keeping pressure on: Kudlow
BY ASIA TIMES STAFF
Top economic adviser’s comments confirm pessimistic view of negotiations

Open Letter to Larry Kudlow: You need a different China strategy
BY DAVID P. GOLDMAN
It might take a minor hit to growth, but China will survive a trade war with the US, and Europe will have a larger piece of a market that still has much room to expand

Jeff Moon writes: An overlooked irony of the American trade dispute with China is that Donald Trump is the first U.S. president to fight back using Chinese tactics. This time, it’s the Chinese officials who are frustrated over the lack of clarity in demands, the sudden changes in negotiating positions, and the unpredictable escalation of tensions. - Wall Street Journal

The $247 Trillion Global Debt Bomb
Robert Samuelson, Washington Post

JOHN B. TAYLOR: ECONOMICS ONE, DEBT BOMB

Dancing in the dark when it comes to China’s debt plan
BY GORDON WATTS
Policy spat between the People’s Bank of China and the Ministry of Finance reveal the challenges ahead for Beijing

Trump Intensifies Trade Pressure on China
Mickey Levy, E21

Trump’s proposed new tariffs on $200 billion of imported goods from China escalate the U.S.-China trade conflict and intensify the debate about the economic and political implications of trade negotiations. Clearly, the tariffs will be costly to some U.S. industries, but they also put China in a bind. Also, markets are speculating that China may devalue its currency as a retaliatory measure. These issues are more complex on many dimensions than they seem on the surface. Read more here....

CHINESE SAVERS WILL NOT RESCUE CHINA, A FALLING YUAN & WHY TRUMP IS WINNING TRADE WAR WITH CHINA

7/9/2018

Chinese Savers Won’t Save China
Christopher Balding, Bloomberg

China’s Currency Depreciation Should Set off Alarm Bells
Desmond Lachman, The Hill

China’s currency depreciation should set off alarm bells
Desmond Lachman | The Hill
The recent Chinese currency depreciation should be cause for concern for the global economy. Not only does that movement likely presage further currency depreciation in China, the world’s second-largest economy, but it also increases the likelihood that China and the United States might be drifting inexorably toward both a currency and a trade war.

Are We on the Verge of a Chinese Credit Crunch?
Diego Zuluaga, CapX

https://www.wsj.com/articles/u-s-preparingadditionaltariffs-onup-to-200-billionof-chinese-imports-1531260864?mod=hpleadpos1

IRANIAN RIAL IS FALLING FAST & TURKISH LIRA COLLAPSING

7/6/2018

FDD

Expert Recommendations here….

Death spiral between Turkish lira and bank stocks
BY DAVID P. GOLDMAN
Turkish banks may be forced to reduce foreign-currency exposure, creating a shortage of foreign exchange and sending the lira plunging

CHATHAM HOUSE: THE TURKISH LIRA FALLING HARD

RAJAN POINTS TO FLATENING YIELD CURVE: U.S. RECESSION IS COMING

7/3/2018

Does The Flat Yield Curve Point To A Looming Recession?
quoting Raghuram Rajan via Bloomberg Quint
Is the flattening yield curve in the U.S. bond market sending signals of a looming recession? That’s still not clear, Former RBI Governor Raghuram Rajan wrote in the Financial Times. The difference or the spread between the yield on two-year Treasury bills and 10-year benchmark bond is narrowing. It “has compressed to less than 40 basis points, he wrote.

BRAD SETER FOLLOW THE MONEY

US-CHINA TRADE WAR EXAMINED

TRADE WAR DIARIES

CROSS BORDER CAPITAL FLOWS

THE CHINA DIGEST

WHAT WILL INDIA LOOK LIKE IN 2025

U.S. Needs Steady, Strategic Central Bank.wsj.pdf
File Size:	163 kb
File Type:	pdf

The Federal Reserve Needs New Thinking pdf
File Size:	211 kb
File Type:	pdf

What Uber Can Teach the Fed pdf
File Size:	150 kb
File Type:	pdf

Trump, Trade & Money.pdf
File Size:	333 kb
File Type:	pdf

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