Council of Councils
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December 23, 2025
Donald Trump
Listener Mailbag: 2025 in Review, With Carla Anne Robbins and Matthias Matthijs
Carla Anne Robbins, senior fellow at the Council, and Matthias Matthijs, senior fellow for Europe at the Council, sit down with James M. Lindsay to answer listener questions about the major developme…
April 30, 2024
China
A Second China Shock, With Brad Setser
Brad Setser, the Whitney Shepardson senior fellow at CFR, sits down with James M. Lindsay to discuss the causes and consequences of China’s export surge.
November 21, 2025
Ukraine
How to Use Russia’s Frozen Assets
The December European Council could bring a final decision regarding the use of Russia’s immobilized reserves to help close Ukraine’s 2026–27 financing gap. Ideally, the chosen framework would also d…
December 14, 2025
China
Can China Continue to Export its Way Out of its Property Slump?
Chinese growth has relied on exports to an unprecedented extent in 2024 and 2025? Should that continue, or is it time to pivot?
October 14, 2025
Argentina
Will Trump’s $20 Billion Backing Help Milei Change Argentina’s Fortunes?
Argentina has already gone through more than $50 billion in IMF funds. Despite the assurances of U.S. officials, there is skepticism that Argentina can achieve a different result with this currency s…
December 17, 2025
Venezuela
Thinking About Venezuela
Recently I appeared as a guest on Fareed Zakaria's CNN show and Aaron MacLean's podcast "School of War" to discuss Venezuela. Links to both are below.
December 9, 2025
Climate Realism
Compete, Don’t Retreat
The primary U.S. response to China’s first-mover advantages in emerging auto technologies has been protection. A smarter strategy would seek to compete by supporting producers and collaborating with …
November 12, 2025
China
China’s Massive Surplus is Everywhere (Yet The IMF Still Has Trouble Seeing It Clearly)
China’s reported current account surplus understates China’s contribution to global trade imbalances. The massive gap between China’s export and import volume growth over the last six years tells a m…
November 4, 2025
Argentina
Argentina Needs Foreign Exchange Reserves of its Own
The pressure on Argentina’s reserves predated the increase in uncertainty ahead of Argentina’s October election, and it is unlikely to dissipate in full even after Milei’s victory.
May 27, 2025
China
Daughters and Sons Guest Event: Panda Diplomacy—China's Soft Power in Black and White
Far beyond cultural exchange, pandas have long served as instruments of Chinese soft power. Panelists will discuss the history and strategic use of “panda diplomacy,” what it means to host a panda, a…
