Posts From Ned Pagliarulo

Back to homepage
Asia Pacific Finance

US, China at odds as IMF currency basket decision approaches

The Chinese yuan looks poised to join a symbolically important international currency basket but differences over its valuation remain between the US and China. US Treasury Secretary Jack Lew made

Economics Middle East/North Africa

EDA: Morocco overly dependent on trade with Europe

EXTERNAL DEPENDENCIES ANALYSIS: Recent trips by Morocco’s King Mohammed VI to four African countries, however, suggest a shift in strategy towards African markets. In March 2014, King Mohammed VI of Morocco

Middle East/North Africa Natural resources and energy

EDA: Egypt exposed to price shocks in subsidy overhaul

EXTERNAL DEPENDENCIES ANALYSIS: Egypt’s attempts to reform highly subsidized oil and grain markets reveal key trade vulnerabilities. Egypt’s dependency on imported oil and cereals (despite its own production) leaves it exposed

Asia Pacific Security

3 implications of Japan’s revision of weapons exports rules

Loosening of principles guiding weapons exports will boost the Japanese defense industry and relations with the US. But it will come at the cost of its image as a pacifist

Asia Pacific Natural resources and energy

Energy shortfall reshapes Japan’s foreign policy

Since the Fukushima disaster, Japan has been forced to import much of its energy. This has created significant geo-political and economic risks and has reshaped its foreign policy. In June,

Economics North America

How will the Fed normalize monetary policy post-taper?

As the Federal Reserve continues to reduce the pace of asset purchases, attention has turned to the impending rise in interest rates. But to control short-term rates, the Fed will

Economics South and Central Asia

Modi and Rajan face uphill battle with India’s growth and inflation

Given the potential conflict between Narendra Modi’s focus on growth and the Reserve Bank of India President Raghuram Rajan’s goal to curb inflation, both will need to work together to

Economics North America

US Decline Series: Financial sector health makes US a sound investment

The US regulatory response to the crisis has resulted in a stronger market and equipped the US to deal with future crises. This GRI series challenges the myth of the American