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Published Research Examples
The Ferguson Law and the US’ Fight for a Small Government
The Trump Administration has been fighting to alter the trajectories of the US’ twin deficits…
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Another Avalanche Warning on the Asian Currencies
The Taiwan dollar (TWD) appreciated by 7.5 percent against the dollar over the first days of May, purportedly triggered…
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Made in the USA 2035
The economic rivalry between the US and China is intense partly because it is as much a technology war as a trade war.
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WSJ: Xi is ratcheting up China’s pain threshold for a long fight with Trump
In this follow-up note on the evolving US-China trade conflict, Stephen Jen provides a…
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My thoughts on currencies
The future trajectory of the Trade War remains highly uncertain, with too many permutations for us to plan for…
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FT: Is the world losing faith in the almighty US dollar?
Amid the market’s abrupt turn away from the “American Exceptionalism” narrative, Stephen Jen delivers a sharp and timely perspective on the dollar’s path.
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