International Finance

128 results

Global Monetary Policy Tracker
May 5, 2026
By Benn Steil and Yuma Schuster
China Didn’t De-Dollarize. It Just Hid Its Dollars.
April 30, 2026
By Brad W. Setser
Central Bank Currency Swaps Tracker
April 21, 2026
By Benn Steil, Yuma Schuster and Samuel Zucker
Petrodollars: Myth and Reality
April 14, 2026
By Brad W. Setser
The Luck of the Irish
March 16, 2026
By Brad W. Setser
CFR Mini Mac Index Shows Dollar Weakening in Trump's First Year
March 11, 2026
By Benn Steil and Yuma Schuster
Global Imbalances Tracker
March 4, 2026
By Benn Steil, Benn Steil and Yuma Schuster
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
How to Use Russia’s Frozen Assets
November 21, 2025
By Brad W. Setser
Argentina Needs Foreign Exchange Reserves of its Own
November 4, 2025
By Brad W. Setser
The (Temporary) End of the U.S. Development Finance Corporation
October 2, 2025
By William Henagan
The Trump Shock That Wasn’t (At Least Not Yet)
September 12, 2025
By Brad W. Setser
Foreign Money Flowed Out of the U.S., Not In, During the Global Financial Crisis
September 4, 2025
By Brad W. Setser
China’s New Intervention Rule
July 30, 2025
By Brad W. Setser
Better Late Than Never: The IMF Starts to Recognizes Balance of Payments Reality
July 22, 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
CFR Sovereign Risk Tracker
May 21, 2025
By Benn Steil
The (Somewhat) Mysterious Surge in China’s Current Account Surplus
May 17, 2025
By Brad W. Setser
Why Didn’t Tariffs Push up the U.S. Dollar?
May 5, 2025
By Brad W. Setser