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September 13, 2012

Fossil Fuels
New Study: Lessons Learned from the 2011 Strategic Petroleum Reserve Release

As anyone who follows the oil market knows, speculation is rife that the White House may soon decide to tap the U.S. Strategic Petroleum Reserve (SPR). Whether they will remains to be seen. But befor…

October 3, 2023

China
China Isn't Shifting Away From the Dollar or Dollar Bonds

China's reserves has shifted its dollar reserves from Treasuries to Agencies, and made increased use of offshore custodians. The available evidence suggests that it still holds about 50 percent of it…

U.S. Portfolio vs. China's Reserves and Other Foreign Assets

February 9, 2012

Defense and Security
The World Next Week: Federal Budgets, Foreign Threats, Xi Jinping, and Egyptian Prosecutions

The World Next Week podcast is up. Bob McMahon and I discussed the Obama administration’s FY 2013 budget; the Senate Armed Services Committee’s upcoming hearing on worldwide threats; Chinese Vice Pre…

Federal-Budget-2013

January 11, 2007

Monetary Policy
Geithner: substantial accumulation of dollar reserves mask impact of deficits …

Tim Geithner:"Part of this recent dynamic in financial markets is a consequence of the present state of the international monetary system, in which a substantial part of the world economy runs exchan…

May 26, 2009

Monetary Policy
2007 all over again? The dollar, central bank reserves and US bonds

Lower interest rates in the US than in much of Europe and most emerging economies Slower expected growth in the US than in the emerging world Rising oil prices Falling dollar. That describes the …

dollar-euro-and-fx-reserves-4