Follow the Money

1953 results

"A more balanced economy might allow the world to live with a less perfect financial system"
July 2, 2009
By Brad W. Setser
One graph to rule them all ...
July 1, 2009
By Brad W. Setser
The savings glut. Controversy guaranteed.
June 30, 2009
By Brad W. Setser
The evolution of the United States’ external balance sheet in the last decade (wonky)
June 28, 2009
By Brad W. Setser
The 2008 US net international investment position: Without valuation gains, ongoing borrowing pushes the US deeper into the red
June 26, 2009
By Brad W. Setser
Near-record growth in the custodial holdings at the Fed; ongoing angst about the dollar’s role as a reserve currency ...
June 24, 2009
By Brad W. Setser
Where is the spillover? China’s stimulus isn’t doing much to support Japanese demand
June 24, 2009
By Brad W. Setser
Yes Virginia, there was an international financial crisis in 2007 and 2008
June 23, 2009
By Brad W. Setser
The good and bad news in the World Bank’s China Quarterly
June 21, 2009
By Brad W. Setser
I am pretty sure China didn’t sell Treasuries in April (or May, for that matter)
June 19, 2009
By Brad W. Setser
Today’s balance of payments release was overshadowed ...
June 18, 2009
By Brad W. Setser
Read Brender and Pisani’s “Globalised finance and its collapse”
June 16, 2009
By Brad W. Setser
Three quick points on the April TIC data
June 15, 2009
By Brad W. Setser
China’s recovery still isn’t adding (much) to global demand
June 14, 2009
By Brad W. Setser
Just who bought all the Treasuries the issued in late 2008 and early 2009?
June 12, 2009
By Brad W. Setser
Investment up over 30%, imports down 25%?
June 11, 2009
By Brad W. Setser
The China-Once-Again-Investing Corporation
June 10, 2009
By Brad W. Setser
The Chinese puzzle: why is China growing when other export powerhouses aren’t?
June 9, 2009
By Brad W. Setser
No green shoots in Korea’s May trade data
June 8, 2009
By Brad W. Setser
The return of Bretton Woods Two? (or Bretton Woods 2.1?)
June 5, 2009
By Brad W. Setser
Change or more of the same?
June 4, 2009
By Brad W. Setser
Not just emerging markets
June 3, 2009
By Brad W. Setser
More on the fall in private borrowing and the rise in the fiscal defict
June 2, 2009
By Brad W. Setser
More government borrowing doesn’t necessarily mean more total borrowing
May 31, 2009
By Brad W. Setser