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What's On Nouriel's Mind

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Global Macro-Market Outlook

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Our Thoughts

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Adam Wolfe on China’s mixed data dump for April

Adam Wolfe on the overstatement of Chinese exports

Adam Wolfe on China’s State Council’s reform agenda and the prospects for financial liberalization

Adam Wolfe on Asia’s PMIs for April: Global softness offset by local stimulus

Ayoti Mittra on why fears of a weaker yen precipitating a second Asian Financial Crisis are unwarranted

Adam Wolfe on China’s special Politburo Standing Committee meeting to discuss the economy

Adam Wolfe on China’s credit cycle, the flash PMI and possible upside risks for 2013

Adam Wolfe on the Chinese government’s reaction to the Q1 growth disappointment

Adam Wolfe on the true debt burden of China’s local governments

Adam Wolfe on China’s disappointing growth in Q1 and the outlook for 2013

Daily Digest

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Blogs

China property: bigger index, bigger bubble

beyondbrics  Simon Rabinovitch May 17, 2013

Analysis

Beijing's Brand Ambassador: A Conversation With Cui Tiankai

Foreign Affairs  May 17, 2013

Analysis

Japan Is Back: A Conversation With Shinzo Abe

Foreign Affairs  May 17, 2013

News

China threatens own trade action if EU opens telecoms case

Reuters  Ethan Bilby May 16, 2013

Blogs

Chinese graduates face toughest job market ever

beyondbrics  Julie Zhu May 16, 2013

News

China Granted Access to Arctic Club as Resource Race Heats Up

Bloomberg  Niklas Magnusson and Nicole Gaouette May 15, 2013