It is 2004 all over again. Central banks haven’t shifted away from safe, liquid assetsJune 23, 2008By Brad W. Setser
C. Peter McColough Series On International Economics - Globalization and Monetary Policy (With A Tribute to Kipling's Six Honest Serving Men)June 10, 2008
C. Peter McColough Roundtable Series on International Economics: Globalization and Monetary PolicyJune 10, 2008
Scary. But just how scary? Chinese foreign asset growth and hot money flowsJune 3, 2008By Brad W. Setser
What cann’t go on still hasn’t slowed, let alone stopped (Chinese reserve growth)May 29, 2008By Brad W. Setser
Don’t look to the TIC data to understand how the US financed its current account deficit in q1May 16, 2008By Brad W. Setser
C. Peter McColough Roundtable Series on International Economics: Commodity Prices and Global InflationMay 8, 2008
C. Peter McColough Series on International Economics: Commodity Prices and Global InflationMay 8, 2008
At least we know how the US financed its trade deficit in April (and March too); Record central bank financing continues …May 2, 2008By Brad W. Setser
Record reserve growth, record dollar reserve growth and no evidence of diversification among the countries that matterMarch 31, 2008By Brad W. Setser
Record reserves, Record reserve growth, record reserve currency angst -March 25, 2008By Brad W. Setser
There is now little doubt: the US relies on central banks and sovereign funds to finance its deficit …March 23, 2008By Brad W. Setser
What are Zhou and al-Sayyari doing? Reserve management and the Fed’s balance sheet operationsMarch 10, 2008By Brad W. Setser