Author Archives: James_Hamilton

Links for 2011-09-06

Swiss National Bank announces it will buy foreign currency in unlimited quantities to achieve a target exchange rate. That’s quantitative easing with real meat on it.

Jim Brown on the importance of immediately opening up Alaska to more oil exploration and development.

Felix Salmon on why it’s depressing to see S&P giving AAA rating to a new security structured from subprime loans.

Felix Salmon again on how to solve the problems with the U.S. Post Office.

K.W. Regan on IBM’s Jeopardy champion (hat tip: Tyler Cowen).

Justin Wolfers reflects on his time in Washington DC (hat tip again to Tyler Cowen).

Journal of Statistical Software on estimating state-space models.

Where can America find more income and jobs?

In January 2008, ExxonMobil and Norway’s Statoil announced a promising discovery in the Julia Field in the Gulf of Mexico that may contain a billion barrels of oil. In October of that year, Exxon applied for a 5-year extension of the lease for time to develop a suitable development plan. To the company’s surprise, the U.S. Department of Interior denied the request in February 2009, and has continued to turn down subsequent appeals. The company has
filed a lawsuit
to have the decision overturned.

Continue reading

Economic consequences of recent oil price changes

Earlier this year, disruptions in Libya and the resurgence of demand from the emerging economies sent oil prices up sharply, a development that many economists believe contributed to the slow growth for 2011:H1. The chaotic markets of the last few weeks saw oil prices drop back down to where they had been in December. Will that be enough to revive the struggling U.S. economy? There is some evidence suggesting that it may be too late.

Continue reading

Losing your AAA

On Friday, Standard & Poor’s, one of the three main credit rating agencies, downgraded U.S. Treasury debt from AAA to AA+, citing doubts about the effectiveness, stability, and predictability of American policymaking and political institutions in being able to deal with the rising debt burden by the middle of the decade. It’s been a wild ride for equity and commodity markets ever since.

Continue reading