Follow the Money

1955 results

China’s Stealth Trade Surplus
July 7, 2025
By Brad W. Setser
A New Impediment to Balance of Payments Adjustment: Underwater Bonds
July 1, 2025
By Brad W. Setser
Time to End Roundtripping by Big Pharma
June 23, 2025
By Brad W. Setser
The Dollar’s Global Role and the Financing of the U.S. External Deficit
June 8, 2025
By Brad W. Setser
Will Europe Stand Up to U.S. Tariff Threats?
June 2, 2025
By Brad W. Setser
The (Somewhat) Mysterious Surge in China’s Current Account Surplus
May 17, 2025
By Brad W. Setser
Why Didn’t Tariffs Push up the U.S. Dollar?
May 5, 2025
By Brad W. Setser
The Evolution of Global Trade in 2024
March 23, 2025
By Brad W. Setser
American Pharmaceutical Companies Still Aren’t Paying Tax in the U.S.
March 14, 2025
By Brad W. Setser
The iPhone, the IMF, and China’s Balance of Payments
February 24, 2025
By Brad W. Setser
Xi is Making the World Pay for China’s Mistakes
February 23, 2025
By Brad W. Setser
China’s FX Playbook: December 2024
January 29, 2025
By Brad W. Setser and Michael Weilandt
China’s Stunning 2024 Export Growth
December 17, 2024
By Brad W. Setser and Michael Weilandt
Will China Take Over the Global Auto Industry?
December 8, 2024
By Brad W. Setser
Why Did China’s Current Account Surplus Surge in the Third Quarter?
December 1, 2024
By Brad W. Setser
The U.S. Income Balance Puzzle
November 3, 2024
By Brad W. Setser and Michael Weilandt
The Surprising Resilience of Globalization: An Examination of Claims of Economic Fragmentation
October 17, 2024
By Brad W. Setser
The iPhone's Outsized Impact on Debates about China's Trade Data
October 14, 2024
By Brad W. Setser
Beijing Still Has Fiscal Space
September 30, 2024
By Brad W. Setser
Chinese State Investors Do Not Seem to Profit From Higher U.S. Interest Rates
September 2, 2024
By Brad W. Setser
The IMF’s Latest External Sector Report Misses the Mark
August 26, 2024
By Brad W. Setser
China’s Imaginary Trade Data
August 14, 2024
By Brad W. Setser
What to Do About the Liquidity Difficulties in Low-Income Countries
August 13, 2024
By Brad W. Setser
The Spotty International Tax Record of Big U.S. Technology Companies
July 28, 2024
By Brad W. Setser