Follow the Money

1959 results

Expert Take
The World Should Not Ignore China’s Undervalued Currency
August 2, 2026
By Brad W. Setser
Expert Take
Is China’s Surplus Really Shrinking?
July 27, 2026
By Brad W. Setser
Expert Take
China’s New and “Improved?” BOP Data
July 14, 2026
By Brad W. Setser
Expert Take
China’s Customs-BOP Gap Is Not a Customs Problem
July 7, 2026
By Brad W. Setser
Expert Take
China, Not Europe, is the Source of the World’s Imbalances
June 22, 2026
By Brad W. Setser
Expert Take
Currency Moves Can Drive Rebalancing
June 18, 2026
By Brad W. Setser
Expert Take
Scaling China’s Hidden Intervention In the Foreign Exchange Market
June 4, 2026
By Brad W. Setser
Expert Take
Time to Stop Forecasting China’s Surplus Away
June 1, 2026
By Brad W. Setser
Expert Take
The Future of American Strategy: Weaponizing Interdependence
May 26, 2026
By Brad W. Setser
Expert Take
Finding China in the U.S. TIC Data
May 18, 2026
By Brad W. Setser
Expert Take
China Didn’t De-Dollarize. It Just Hid Its Dollars.
April 30, 2026
By Brad W. Setser
Expert Take
Petrodollars: Myth and Reality
April 14, 2026
By Brad W. Setser
Expert Take
Time for the IMF to Stop Blaming the Victim
March 23, 2026
By Brad W. Setser
The Luck of the Irish
March 16, 2026
By Brad W. Setser
U.S. Equities and Korea's Balance of Payments
February 28, 2026
By Brad W. Setser
The PBOC, The State Banks, and Backdoor Intervention
February 2, 2026
By Brad W. Setser
Taiwan’s Backdoor Currency Manipulation
January 26, 2026
By Brad W. Setser
China’s Currency is Now Facing Substantial Appreciation Pressure
January 8, 2026
By Brad W. Setser
Can China Continue to Export its Way Out of its Property Slump?
December 14, 2025
By Brad W. Setser
China’s Massive Surplus is Everywhere (Yet The IMF Still Has Trouble Seeing It Clearly)
November 12, 2025
By Brad W. Setser
Argentina Needs Foreign Exchange Reserves of its Own
November 4, 2025
By Brad W. Setser
The Trump Shock That Wasn’t (At Least Not Yet)
September 12, 2025
By Brad W. Setser
Foreign Money Flowed Out of the U.S., Not In, During the Global Financial Crisis
September 4, 2025
By Brad W. Setser
China’s Data Still Doesn’t Add Up
August 19, 2025
By Brad W. Setser