Hi everyone. As some of you know, I don’t really post any more on this site because I now have a job (see previous post) where I get to write or speak about many of the things that I once used to write about over here. I have had a few interesting things appear in different venues over the last few months, so I’m just going to put the links in here.
This is the most recent, which is basically Karthik throws the kitchen sink at it—the administration’s dollar/trade/foreign policies, the reaction of the rest of the world, US bond market dynamics in what might be a new world, the future of dollar centrality etc.
https://www.phenomenalworld.org/analysis/monetizing-primacy/
My How Screwed Are You Diagram made it into the FT, along with a longer explanation.
https://www.ft.com/content/231fe5d5-01fc-48d1-aeed-27106b078a1a
A couple of FT Letters to the Editor about multipolar monetary systems and the contradictions of US dollar policy.
https://www.ft.com/content/d25ce01c-6ff4-453b-8571-3ebee38e2e79 and
https://www.ft.com/content/5cef27a5-bb7d-4490-882f-3a6ea7abefd6
A link to great book talk I got to do for the Quincy Institute for Responsible Statecraft with Paul Blustein about his recent book, King Dollar.
A link to a great conversation with Inu Manak and Todd Tucker on Trumponomics and the Global South.
https://quincyinst.org/events/will-trumponomics-shrink-or-expand-u-s-influence-in-the-global-south/
A couple of pod/webcasts right after Liberation Day 1, where I talk about tariffs, trade factions in the, the impact on Global South development strategies etc.
https://parallaxviews.podbean.com/e/ksankaran/ (different one).
Some links to things I’ve written for QI’s online publication Responsible Statecraft
https://responsiblestatecraft.org/defense-spending-asia/
A macro-view meme related to something that comes up in the PW long-read.
BONUS CONTENT
Trying to think of some of the really dumb dad jokes I have made recently (and as those who follow me on social media know—there are about 5 of these a day), so here are a couple.
If Moo Deng were to move to the oldest continuous European settlement in North America, she could be Hippo of Augustine.
The worst thing about the Banana Tariffs is that the US has disabled the WTO body where you go for a peel.
Something I don't understand in article #2:
"if a country has lots of flighty locals who view currency weakness as a reason to pull money out of the banking system — do a capital flight, in other words"
Bank deposit-holders can't "pull money out of the banking system." They can only xfer it to other holders/bank accounts. No effect on the outstanding stock of M2. ??? Thanks.