Month: October 2023

The Voices of Chinese Students

Back in China for the first time in nearly seven months to speak at a forum at Nankai University in Tianjin, I set aside some time to meet with a small group of economics and international relations grad students. I was particularly curious to hear what was on their...

read more

The Israeli-Hamas War as a Global Shock

The Israeli-Hamas War has not occurred in a vacuum. How do we assess the implications of this tragic development for the global economy? We are at a pivotal moment in the post-World War II era.  A US-led globalization into a unipolar world is now fragmenting into the...

read more

The Dollar on the Precipice … Again

The Teflon-like US dollar continues to defy gravity. While off a bit from its recent October 2022 highs, the broad dollar indexes have resumed their sharp upward momentum over the course of this summer. As of this August, the dollar’s real effective exchange rate...

read more
Sign up for Stephen’s Dispatches: