Author Archives: Menzie Chinn

Views on Rebalancing the Global economy

VoxEU has released a primer on rebalancing the global economy here, edited by Stijn Claessens, Simon J Evenett and Bernard Hoekman. For those interested in the political feasibility of rebalancing, Jeff Frieden holds forth on “The political economy of rebalancing”. The table of contents for the entire book is here.

Is Spain Next?

Today, we’re fortunate to have Mark Copelovitch, Assistant Professor of Political Science and Public Affairs at the University of Wisconsin, as a Guest Contributor.

First off, let me thank Menzie for the opportunity to “pinch hit” here at Econbrowser. It’s a pleasure to be here. I am Menzie’s colleague in the La Follette School of Public Affairs here at Wisconsin, and my primary area of expertise is the politics of international finance.

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Exchange Rate Angst and Rebalancing

As the euro has plummeted against the USD, there’s been concern that efforts to rebalance the global economy will face increasing headwinds. [Bergsten] [Duy]. This worry is only added to by the already widening US trade deficit [1]. In this post, I don’t want to dispute the difficulty of effecting global rebalancing. It was already a difficult task, even before the euro area’s recent debt-related travails. What I do want to do is to put the recent exchange rate movements in perspective. My three observations are as follows:

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Macroeconometrics in the Mountains

I’m just back from a two day conference at the Norges Bank‘s conference center in the mountains north of Oslo (organized by Karsten Gerdrup, Christian Kascha, Francesco Ravazzolo and Dagfinn Rime). For me as an end-user of econometric methods, this was a great experience. I got to see some recent developments in applying time series methods to problems in macro and finance (and to see Norway for the first time). Here were some of the papers presented and discussed (I’ve omitted the papers that are not posted online).

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Mind the Gap

Even as inflation continues to fall [0], there are calls to raise interest rates soon in order to quell inflationary pressures. I remember reading similar calls for monetary restraint in Japan in 2000-01, when that country was struggling to escape deflation (I sure had a hard time explaining the fears to my boss, and indeed never came up with a good answer). But rather than dismiss these calls, I think it useful to revisit the different measures of the output gap, to see whether those fears of rampant inflation due to disappearing slack make sense. Fortuitously, Michael Kiley has just circulated a new paper reviewing the various concepts of the output gap (see also these previous posts: [1] [2] [3]).

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