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April 13, 2006

United States
An early look at the 2006 current account deficit

At the end of my post yesterday, I noted that the year over year growth rate in non-oil exports - 9.3% -- might be a bit misleading.   In 2006, the Chinese new year slowed US imports in February; in …

Blog Post by Brad W. Setser Follow the Money

December 19, 2006

Emerging Markets
Andy Mukherjee should get an award for the most prescient financial column of the month of December -

The title of his December 15th column was “Asian central banks may spook investors in 2007.” He mentioned China, India and South Korea.    Thailand seems to have beat them all to the punch. Mukh…

Blog Post by Brad W. Setser Follow the Money

September 28, 2017

China
The IMF’s China Problem

Giving macroeconomic policy advice to a country that saves 46 percent of its GDP is hard. Imprudent domestic policies help limit large external (trade) imbalances, and more prudent domestic policies …

The IMF’s China Problem
Blog Post by Brad W. Setser Follow the Money

July 27, 2009

China
The problem with relying on the dollar to produce a real appreciation in China ...

Is now rather obvious. The dollar goes down as well as up. Last fall, demand for dollars rose -- in part because Americans pulled funds out of the rest of the world faster than foreigners pu…

china-rer-11
Blog Post by Brad W. Setser Follow the Money

October 12, 2006

United States
Record trade deficit, hedge funds turn into dollar bulls

Those are two of the headlines on Reuters right now.   So much for the notion that hedge funds correct prices that deviate too much from fundamentals.   Slowing US growth, a widening trade deficit, b…

Blog Post by Brad W. Setser Follow the Money