China, More Than Trump, Has Been Driving the Slowdown in Global TradeDecember 10, 2019By Brad W. Setser
Trump’s Sisyphean Task: Bringing Down the U.S. Trade Deficit Without A Fall in the DollarNovember 19, 2019By Brad W. Setser
A Big Borrower and a Giant Corporate Tax Dodge? How Best to Describe the U.S. External Balance SheetNovember 13, 2019By Brad W. Setser
A Puzzle in Japan’s Balance of Payments: What Explains Strong Foreign Demand for JGBs?October 24, 2019By Brad W. Setser
What Does Taiwan’s Hidden Forward Book Mean for Taiwan’s Financial Stability and U.S. Currency Policy?October 15, 2019By Brad W. Setser and Guest Blogger for Brad Setser
Expert TakeShadow FX intervention in Taiwan: Solving a USD 100+ bn EnigmaCouncil on Foreign Relations/Concentrated AmbiguityOctober 15, 2019By Brad W. Setser
$130+ Billion in Undisclosed Foreign Exchange Intervention by Taiwan's Central BankOctober 9, 2019By Brad W. Setser and Guest Blogger for Brad Setser
Could Taiwan’s Commercial Banks Cover the Lifers' Hedging Need? (Part 4)October 8, 2019By Brad W. Setser and Guest Blogger for Brad Setser
Shadow FX Intervention in Taiwan: Solving a 100+ billion dollar enigma (Part 3)October 4, 2019By Brad W. Setser and Guest Blogger for Brad Setser
Shadow FX Intervention in Taiwan: Solving a 100+ billion dollar enigma (Part 2)October 4, 2019By Brad W. Setser and Guest Blogger for Brad Setser
Shadow FX Intervention in Taiwan: Solving a 100+ Billion Dollar Enigma (Part 1)October 3, 2019By Brad W. Setser and Guest Blogger for Brad Setser
Why Global Trade Imbalances Could Get Worse Before They Get Better…September 20, 2019By Brad W. Setser
Can Korea Provide a New (Fiscal) Model for North Europe’s Twin Surplus Countries?September 5, 2019By Brad W. Setser
When it Comes to Exporting (Manufactures), Europe is Now the One from MarsAugust 13, 2019By Brad W. Setser