Brad Setser

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CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.

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Thread by Brad Setser: European criticism of the Inflation Reduction Act's narrow definition of friend-shoring isn't a surprise. But it is strange that most of Europe now believes the IRA is a massive threat to European industry, while even more discriminatory Chinese po
- Tweet
- by
  
  Brad Setser
- Jan 25, 2023
Thread by Brad Setser: Chinas current account surplus rose, as expected, in the third quarter. The surplus now tops $400b/ is close to 2.5% of GDP. It also differentiates China from most of Asia -- China's surplus is up while its currency has clearly joined the general s
- Tweet
- by
  
  Brad Setser
- Nov 4, 2022
The Disappearing Japanese Bid for Global Bonds
- Article
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  Alex Etra , Brad Setser
- Jan 17, 2023
Thread by Brad Setser: The global balance of payments has to add up (at least in theory). But it it is still surprising how well the surplus of East Asia and main oil exporters lines up with the deficits of the US and few others -- (excluding the EU actually makes ev
- Tweet
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  Brad Setser
- Jan 9, 2023
China's Balance of Payments Data Does Not Add Up
- Article
- by
  
  Brad Setser
- Dec 8, 2022

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Will the Strong Dollar Trigger a Global Recession?
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- by
  
  Steven B. Kamin
- Oct 31, 2022

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