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December 16, 2004

Will Americans lose confidence in the dollar before foreign central banks …

There are two groups of investors that are massively overweight US assets: the world’s central banks, who still hold most of their reserves in dollars, and US domestic savers. US residents keep the …

Blog Post by Brad W. Setser Follow the Money

January 11, 2006

China
China’s December trade

The most impressive part of China's most recent trade data:  18% y/y growth in December exports.  That pushed China's monthly exports up to $75.4 billion, and laid the basis for a $11 billion monthly…

Blog Post by Brad W. Setser Follow the Money

July 4, 2005

Economics
Enjoy the fourth. Take a break.

Because I am. I don’t expect to post much -- if at all -- this week.I need a small vacation.I am pretty confident that all the "imbalances" that the BIS highlighted will still be here in a week -- a…

Blog Post by Brad W. Setser Follow the Money

July 24, 2007

Monetary Policy
Voldemort’s invisibility cloak

There is something about SAFE -- maybe the fact that its full name, the State Administration of Foreign Exchange, seems to come straight from the Ministry of (Bureaucratic) Magic --  that seems to in…

Blog Post by Brad W. Setser Follow the Money

January 8, 2005

Has the broad dollar fallen enough

A standard rule of thumb, mentioned by Paul Blustein in his excellent look at the impact of a falling dollar on US trade last week, is that a 10% fall in the broad dollar leads to a $100 billion fall…

Blog Post by Brad W. Setser Follow the Money