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Follow the Money

Brad Setser tracks cross-border flows, with a bit of macroeconomics thrown in.

Latest Post

Gone Fishing

I am planning to take the next few weeks off—no blogging. That at least is the plan, barring a major financial surprise. It thus seems a natural time to look back at the topics I have covered in the first seven months of the year. And maybe this back catalogue can serve as at least a partial substitute for new content? The bulk of my recent output has focused on China. The coming trade war and all. Read More

July 26, 2018

NAFTA
Oil Production Has Moved North, and Auto Production South Oil Production Has Moved North, and Auto Production South

Both Mexico and the U.S. are in a sense adjusting to (mild) oil shocks ...

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July 26, 2018

Vietnam
Is Vietnam the New China? Is Vietnam the New China?

Vietnam appears to be taking a page out of China's post-WTO playbook by intervening to keep its currency weak and its exports strong.

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July 23, 2018

China
China’s Currency Is Back in Play China’s Currency Is Back in Play

China's currency is getting awfully close to some key levels, levels where in the past China has resisted further depreciation. The signals China sends from here on will be critical.

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