Currency Reserves

105 results

Expert Take
What’s the Renminbi Got to Do With it?
October 11, 2026
By Brad W. Setser
Expert Take
De-reservification, Not De-dollarization
September 15, 2026
By Brad W. Setser
Expert Take
The Renminbi Appears to be Undervalued by 30 Percent
September 1, 2026
By Brad W. Setser
Expert Take
The World Should Not Ignore China’s Undervalued Currency
August 2, 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
Finding China in the U.S. TIC Data
May 18, 2026
By Brad W. Setser
Meeting
The Fate of the Dollar: Digital Currencies and Geopolitical Challengers
May 13, 2026
Expert Take
China Didn’t De-Dollarize. It Just Hid Its Dollars.
April 30, 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
Argentina Needs Foreign Exchange Reserves of its Own
November 4, 2025
By Brad W. Setser
Will Trump’s $20 Billion Backing Help Milei Change Argentina’s Fortunes?
October 14, 2025
By Brad W. Setser
Expert Take
How Trump Has Made Emerging Market Assets Great Again
October 1, 2025
By Rebecca Patterson
China’s Data Still Doesn’t Add Up
August 19, 2025
By Brad W. Setser
China’s New Intervention Rule
July 30, 2025
By Brad W. Setser
The Case that China is Now Actively Resisting Pressure on the Yuan to Appreciate
July 16, 2025
By Brad W. Setser
A New Impediment to Balance of Payments Adjustment: Underwater Bonds
July 1, 2025
By Brad W. Setser
The Dollar’s Global Role and the Financing of the U.S. External Deficit
June 8, 2025
By Brad W. Setser
Why Didn’t Tariffs Push up the U.S. Dollar?
May 5, 2025
By Brad W. Setser
Mar-a-Lago Accord Is Not a Recipe for Success
March 26, 2025
By Rebecca Patterson
China’s FX Playbook: December 2024
January 29, 2025
By Brad W. Setser and Michael Weilandt