リンク: RGE - So how, exactly, is Venezuela able to outspend the US in the Western Hemisphere?.There has been a lot hand wringing in the foreign policy community about the increase in Venezuela's influence in Latin America. Not everyone is…

リンク: RGE - US to China: See you in court (maybe). Brad Setser | Feb 07, 2007When I saw that the US was initiating a WTO case challenging China's various tax favors and export rebate, I knew who to turn to for analysis. Emmanuel -- a reg…

リンク: RGE - Editor Pick: Intra Carry Trade in Latin America. Vitoria Saddi | Feb 08, 2007Executive summary: Chile con carne, with a samba to follow The weekly report from Lloyds suggests that the latest trend in Latin markets is the ‘int…

リンク: RGE - Why borrow yen to buy dollars, if you can buy Brazilian real ….Brad Setser | Feb 08, 2007Or, for that matter, Icelandic krona and Turkish lira … Borrowing at 1%, maybe less, in a depreciating currency, and buying an appreciat…

リンク: RGE - G-7 punts on the yen, as expected. Brad Setser | Feb 10, 2007The G-7 punted on the yen, more or less. They didn't highlight yen weakness in their closely watched paragraph on exchange rates. Though, as Morgan Stanley points o…