Re: [OPE-L] request for help: Global imbalances, Asian financing...Dollar-yuan etc.

From: Rakesh Bhandari (bhandari@BERKELEY.EDU)
Date: Sun Jun 17 2007 - 22:15:54 EDT


Thanks Jurriaan.

I can (or rather did) see how the opening up of (at least perceived)
big differentials in productivity would have huge impact on the
exchange ratios of currencies. From the US perspective (and of course
the major currency crises have not been suffered by the US or the
imperialist countries) also important has been the support provided
by the central bank of at least one major exporting power in the
stabilization of the dollar (Germany in the 70s, Japan in the 80s,
Japan and China today--it seems); it would also seem that one of the
major questions in the post hegemonic world Cyrus and others have
described is whether such support will be forthcoming. The answer
seems to be that as long as it is interest of those presiding over
and benefiting from China's export oriented industrialization. Has
there been too much support? A concern in the US.

At least Strange spoke to the analytical difficulties of fusing
economic and political analysis. But perhaps the currency markets
have simply outstripped the ability of even coordinated central bank
action to stabilize them, much less to manipulate them as in the
Plaza Accord? Hegemonic power to dictate the goals of stabilization
seems to have waned. This ironically might be in part the result of
policy design, viz. the US freeing up of the financial markets. It
seems that Strange was asking such questions before she passed away
eight or so years ago. Of course Robert Brenner made such politically
management of the currency markets the center of his economic
analysis.

My friend is a pure economist.

Rakesh



Rakesh

>
>
>Chai-on Lee, Foreign Exchange Rates Determination in the Light of Marx's
>Labor-Value Theory
>http://papers.ssrn.com/sol3/papers.cfm?abstract_id=499603
>
>Susan Strange, What Theory? The Theory In Mad Money
>http://www2.warwick.ac.uk/fac/soc/csgr/research/workingpapers/1998/wp1898.pdf


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