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January 6, 2016

Global
Economist Brad W. Setser Returns to CFR as Senior Fellow

Brad W. Setser returns to the Council on Foreign Relations (CFR) as a senior fellow with the Maurice R. Greenberg Center for Geoeconomic Studies. 

February 8, 2021

Economics
Farewell

I am stepping down from my position at the Council of Foreign Relations to take a new job. That, among other things, means that I will not be blogging here for the foreseeable future. I am enormou…

July 23, 2020

Economics
Revisiting the Ides of March, Part III: Scary Stories to Tell in the Dark

This is a guest blog by Josh Younger, an interest rate strategist at J.P. Morgan. Joshua Younger is employed by the Research Department of J.P. Morgan Chase & Co. All views expressed in this forum ar…

Revisiting the Ides of March, Part III: Scary Stories to Tell in the Dark

July 22, 2020

Economics
Revisiting the Ides of March, Part II: The Going Gets Weird

This is a guest blog by Josh Younger, an interest rate strategist at J.P. Morgan. Joshua Younger is employed by the Research Department of J.P. Morgan Chase & Co. All views expressed in this forum ar…

Revisiting the Ides of March, Part II: The Going Gets Weird

July 20, 2020

Economics
Revisiting the Ides of March, Part I: A Thousand Year Flood

This is a guest blog by Josh Younger, an interest rate strategist at J.P. Morgan. Joshua Younger is employed by the Research Department of J.P. Morgan Chase & Co. All views expressed in this forum ar…

Revisiting the Ides of March, Part I: A Thousand Year Flood

October 29, 2020

Currency Reserves
It Is Time To Scrap the IMF's Reserve Adequacy Metric

The IMF reserve metric isn't working: it is failing to differentiate between obviously under-reserved countries like Turkey and Argentina and adequately reserved countries like China.

It Is Time To Scrap the IMF's Reserve Adequacy Metric

November 4, 2020

Coronavirus
The Global Economy: Heading Toward a Dark Winter?

The next U.S. president will face a teetering global economy and an anemic recovery at home. More government support in the United States and abroad is needed.

October 12, 2019

Taiwan
What Does Taiwan’s Hidden Forward Book Mean for Taiwan’s Financial Stability and U.S. Currency Policy?

Taiwan's central bank—and Taiwanese households—have taken on an awful lot of foreign currency risk over the years …

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October 9, 2019

Taiwan
$130+ Billion in Undisclosed Foreign Exchange Intervention by Taiwan's Central Bank

Based on the profits and losses disclosed by Taiwan’s central bank, it appears that its true FX exposures exceed its disclosed foreign exchange reserves by USD 130bn, and perhaps by as much as USD 20…

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October 7, 2019

Taiwan
Could Taiwan’s Commercial Banks Cover the Lifers' Hedging Need? (Part 4)

Who is on the other side of the massive ($250 billion) hedging need of Taiwan's life insurance industry? The local banking system covers at most a quarter of the life insurers hedging need, and forei…

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