Are stablecoins good for emerging economies? Not an easy question but at least the news is not all bad. My piece for Chatham House…

However unique Argentina’s problems are, what Milei is doing there has very interesting implications for the rest of the region. My piece for @chathamhouse.org…

"Beijing thinks BRICS is a very important institution, but in some respects BRICS challenges China's bid for primacy. This is true in the context of a BRICS currency."

@davidlubin.bsky.social on the BRICS summit in Brazil and how China views the organisation, via @france24.com.

"BRICS membership offers a soft way of engaging in strategic balancing. For many countries, BRICS membership is a way of tilting towards Beijing without doing much to upset Washington."

@davidlubin.bsky.social on the appeal of BRICS to non-western countries and economies, via BBC News.

The EU’s embrace of both a central bank digital currency and private cryptocurrencies could be a more promising strategy than either China’s or the US’s exclusive focus on one or the other, writes @davidlubin.bsky.social.

My piece for @chathamhouse.org on Trump’s ‘cultural revolution’: he is doing a better job of echoing China’s politics of the 1960s than responding to the China of the 2020s…

What next for Asia? Here’s an hour of discussion with Malaysia’s trade minister, Tengku Zafrul Aziz, together with my Chatham House colleagues Ben Bland, Yu Jie and me. Enjoy.

If you’re not bored yet by talk about the dollar, here’s this week’s @chathamhouse.org podcast with me and Isabelle Mateos y Lago in conversation with Bronwen Maddox. Enjoy.

JD Vance et al think the dollar’s reserve currency status infects the US with a form of ‘Dutch Disease’, and should therefore be undermined. Terrible idea. My piece for Chatham House…

Here’s this week’s @chathamhouse.org podcast about the aftermath of ‘Liberation Day’, where I’m in conversation with Jason Furman, Dame DeAnne Julius and Bronwen Maddox. Enjoy.

This week’s @chathamhouse.org podcast is all about China, with my colleagues Yu Jie, William Matthews, Ben Bland and me. Enjoy.

A great discussion here about public debt in Indonesia, South Africa and Brazil: the good, the bad and the ugly?! Quick registration to access the video. Enjoy.

China’s ’two sessions’, just ended, delivered way less support to consumers than it might have. Why? Read my latest piece for Chatham House.

Here’s 20 minutes of comments I gave to The Times ‘World In 10’ podcast on Trump and Russia, Trump and tariffs, and a few other things. Enjoy.

The Nigerian currency is now more competitive than it’s been for 25 years. Best to keep it that way: much better to have an undervalued rather than an ovrrvalued naira. My piece for Chatham House…

Trump is breathing life back into the Monroe Doctrine to build an international order based on regional spheres of influence. Is it rational? The data say yes. Here’s my piece for Chatham House…

"Exporters find themselves caught in a battle of mercantilisms, with both China and the US seeking to increase exports relative to imports" - GEF Senior Research Fellow @davidlubin.bsky.social quoted in an FT opinion piece by @alanbeattie.bsky.social. Read the full article here: on.ft.com/3CY2w6i

Russia. Economic overheating and a shortage of dollars give Putin a big headache. Trump has tools to make Putin’s problem worse, but will he use them? Here’s my piece for Chatham House.

Here’s a piece I wrote for the IMF’s magazine, Finance and Development. I’m saying that while a great number of financially fragile emerging economies are pursuing disciplined economic reform these days, a number of less fragile ones are losing policy discipline fast…

Why has the dollar strengthened so much since Trump was reelected? What’s likely to follow? Read here!