The Democrats call it a New Direction for America. But to me, it looks like the same old same old.
The 2006q1 Current Account figures
Upside surprises. Will they continue?
What happens to the dollar when interest rates stop rising?
Further predictions of secular dollar weakness, from a portfolio balance perspective
Oil supply and demand
Five weeks ago, I wondered whether oil prices might have peaked at $75 a barrel. Time to take a look at some of the data that have come in since then.
The economic impact of a disruption to container trade
Congress acts — to cut funds for port security
Hawk or dove?
The pundits continue to be frustrated in their efforts to pigeonhole the Federal Reserve Chair.
April 2006 Trade Balance Figures
Where the ex. oil trade balance is going, and what trade prices are doing.
Here and there around the web
A few items catching my eye around the web this week, including probability of recession, progress on refining capacity, and Greg Mankiw and his dog.
The dollar and interest rate expectations
What can one read from asset responses to “news”
Saudi oil production
There’s something fishy about the story in Monday’s Wall Street Journal.