Brad W. Setser

2116 results

China’s $735B Trade Surplus + How Beijing Masks Its Holdings + The G7 Debates Global Imbalances
June 1, 2026
Podcast Type
Time to Stop Forecasting China’s Surplus Away
June 1, 2026
By Brad W. Setser
The Future of American Strategy: Weaponizing Interdependence
May 26, 2026
By Brad W. Setser
Weaponizing Interdependence
May 20, 2026
By Brad W. Setser
Finding China in the U.S. TIC Data
May 18, 2026
By Brad W. Setser
China Didn’t De-Dollarize. It Just Hid Its Dollars.
April 30, 2026
By Brad W. Setser
Meeting
A Conversation With President Masato Kanda of the Asian Development Bank
April 15, 2026
Petrodollars: Myth and Reality
April 14, 2026
By Brad W. Setser
Time for the IMF to Stop Blaming the Victim
March 23, 2026
By Brad W. Setser
How the Iran War Ignited a Geoeconomic Firestorm
March 17, 2026
By Edward Fishman, Brad W. Setser, Michael Werz, Chris McGuire, Roger W. Ferguson Jr. and Rebecca Patterson
Meeting
The Geoeconomic Ripple Effects of the Iran War
March 17, 2026
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
Meeting
Understanding the Supreme Court's Tariff Ruling
February 20, 2026
Understanding the Low October 2025 Trade Deficit
February 3, 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
Increasing Venezuela’s Oil Output Will Take Several Years—and Billions of Dollars
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
How to Use Russia’s Frozen Assets
November 21, 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
Will Trump’s $20 Billion Backing Help Milei Change Argentina’s Fortunes?
October 14, 2025
By Brad W. Setser