International Trade and Investment

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Can Cheap Yen Drive GDP Growth, Part 2?

In this report Richard analyzes why the yen’s weakness might not trigger a surge in the trade surplus that drives GDP growth as in the mid-2000s.

The U.S. Dollar and International Economic Conditions

FMI’s end-of-the-month summaries for U.S. dollar analysis.

Japan Exports Show "Green Shoots"

Export rebound in March in Japan makes economists more optimistic about both medium-term real exports and Jan-March GDP.

Tokyo Says Don't Expect TPP Deal at Summit

Richard analyzes the remaining issue for Japan and the U.S. to reach a bilateral deal in time for the upcoming summit in Washington.

TOE Alert: Wyden-Hatch Cosponsor TPA without Any Increase in Congress' Ability to Withdraw all or Parts of It

In this report, Richard explains why Wyden-Hatch deal on TPA increases the likelihood that TPA can pass the House.

US Dollar & Trade Prices Review

FMI’s review of the US Dollar and Trade Prices for March.

April Could be “Do or Die” For TPP, Part 2

In this second part of the report, Richard explains why there might not be a TPP deal reached at the summit between Abe and Obama in late April.

April Could be “Do or Die" for TPP, Part 1

April may be the “do or die” month for the Trans-Pacific Partnership (TPP) free trade agreement (FTA). Two hurdles come in April, and failure to clear either one could doom TPP to become another Doha Round, i.e., trade negotiations that turn into a gabfest that goes on forever but is never concluded.

TOE Alert: How Bright A Spot Were January's Exports?

In this report, Richard argues that Japan's January exports may not be that much of a bright spot as the statistics indicated.

US Dollar & Trade Prices Review

FMI’s analysis of US Dollar Movements & Trade Prices in January.