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Category: Macro

A Trump Tantrum?
CFE Analysis | Macro

A Trump Tantrum?

The pre-election views that a Trump victory would mean a market route proved way off the mark. Instead, as of early December, the stock market and bond yields have jumped […]

CFE Analysis | Macro

Are the Saudis Thinking Clearly? And Should We?

Given Saudi Arabia’s long-standing commitment to act as swing producer to stabilize prices, current Saudi behavior raises big questions. Why is Saudi Arabia pumping at historic rates in the face of a collapse in the oil price? And, as President Obama’s state of the union message highlights, what should be the U.S. policy response?

CFE Analysis | Macro

Capital controls for Russia?

“The main lesson from international experience is that controls on capital outflows can work—but only if they are associated with a credible policy plan addressing the underlying cause of the […]