Follow the Money

1957 results

Previewing the U.S. Treasury’s April Foreign Exchange Report
April 13, 2018
By Brad W. Setser
When Did the China Shock End?
April 6, 2018
By Brad W. Setser
I Gave Korea Too Much Credit For Letting the Won Appreciate in December
March 20, 2018
By Brad W. Setser
The (Balance of Payments) World Changed in 2014
March 16, 2018
By Brad W. Setser
Forming an Alliance With U.S. Allies Against Bad Chinese Trade Practices Won’t Be Enough to Bring the Trade Deficit Down
March 14, 2018
By Brad W. Setser
China’s Own Goal: An Unnecessary and Counterproductive (on-budget) Fiscal Consolidation
March 9, 2018
By Brad W. Setser
How Will the U.S. Fund its Twin Deficits?
March 6, 2018
By Brad W. Setser
Understanding the U.S. Investment Income Balance (wonky)
February 24, 2018
By Brad W. Setser
Counting Chickens Long Before They Hatch: Should Hurricane Maria Be Modeled as a Positive Growth Shock for Puerto Rico?
February 22, 2018
By Brad W. Setser
Mapping Capital Flows Into the U.S. Over the Last Thirty Years
February 16, 2018
By Brad W. Setser
Trump’s Tax Success Is at the Expense of His Trade Agenda
February 15, 2018
By Brad W. Setser
The Belt and Road Initiative Didn't Quite Live up to its Hype in 2017
February 12, 2018
By Brad W. Setser
The Impact of Tax Arbitrage on the U.S. Balance of Payments
February 9, 2018
By Brad W. Setser
Do Not Overlook the December Trade Data
February 7, 2018
By Brad W. Setser
Adjustment Is Hard, Especially if it Involves the Dollar
January 24, 2018
By Brad W. Setser
A Few Words on China’s Holdings of U.S. Bonds
January 17, 2018
By Brad W. Setser
Thailand is Really, and I Mean Really, Close to Meeting the Treasury’s Manipulation Criteria
January 16, 2018
By Brad W. Setser
China’s Impact on the U.S. Bond Market Gets Too Much Attention. And Europe's Too Little
January 3, 2018
By Brad W. Setser
Why The Trade Balance (Still) Matters
December 15, 2017
By Brad W. Setser
A Quick Word on the (Lack of) Revenue From the Senate’s Proposed International Tax Reform
December 13, 2017
By Brad W. Setser
Korean Won Up, New Taiwan Dollar Flat: An Update on Asian Intervention
December 8, 2017
By Brad W. Setser
Tax Reform and the Trade Balance
December 6, 2017
By Brad W. Setser
The Eurozone’s Fiscal Version of the Impossible Trinity?
November 21, 2017
By Brad W. Setser
China, Credit, and the Current Account
November 20, 2017
By Brad W. Setser