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October 24, 2006

Financial Markets
Not so big worries for big oil — even at $60 a barrel, oil is rather expensive

I would be the first to concede that $60 isn't $80.  Or even $70, the average price for oil (at least the good sweet light easy to refine stuff) in the second and third quarter.   US consumers - at l…

Blog Post by Brad W. Setser Follow the Money

January 3, 2007

China
Modest ascent of yuan v. dollar fails to pinch Chinese exporters …

I don’t usually do press criticism, but I really didn’t like James Areddy’s Wall Street Journal story about how the yuan’s 6% rise (v. the $) since mid 2005 is starting to cut into Chinese exports (a…

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Blog Post by Brad W. Setser Follow the Money

August 26, 2007

Financial Markets
Petrodollars (once again)

A sage commenter once suggested that this blog should be titled follow the money – since it has focused, more than anything else, on trying to understand how the US finances its large current account…

Blog Post by Brad W. Setser Follow the Money

January 4, 2008

China
A myth?

If net exports had contributed as strongly to US GDP growth over the past three years as they have contributed to Chinese GDP growth, the US would not have a current account deficit - and the US woul…

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Blog Post by Brad W. Setser Follow the Money

January 13, 2008

China
Are China’s foreign assets growing by $430b a year? $500b a year? Even more rapidly?

It is almost impossible to overstate the scale of China’s reserve growth. China just announced that its reserves increased by $461.9b in 2007. Its reserves "only" increased by $247.5b in 2006. …

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Blog Post by Brad W. Setser Follow the Money