#bradsetser — Public Fediverse posts

IMF Flags Rising Global Current Account Imbalances, Questions Tariffs as Fix Amid US–China Tensions

This has led to a heated debate with observers like Michael Pettis and Brad Setser noting “inconsis…
#Economy #BradSetser #BrettonWoods #currentaccount #DonaldTrump #economicinstability #globalimbalances #globalsavings #globalstability #IMF #IMFpaper #IndustrialPolicy #InternationalMonetaryFund #MichaelPettis #PoliticalRisk #tradedeficits #tradetariffs #uschina
https://www.europesays.com/2909578/

China’s official US Treasury holdings have hit a 15-year low, but experts say true exposure may be understated due to significant Chinese assets held via Belgium, Luxembourg, and Ireland, keeping the overall trend stable at nearly $2 trillion.
#YonhapInfomax
#China #USTreasuries #TICData #BelgiumLuxembourgIreland #BradSetser
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104743

China’s official US Treasury holdings have hit a 15-year low, but experts say true exposure may be understated due to significant Chinese assets held via Belgium, Luxembourg, and Ireland, keeping the overall trend stable at nearly $2 trillion.
#YonhapInfomax
#China #USTreasuries #TICData #BelgiumLuxembourgIreland #BradSetser
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104743

China’s official US Treasury holdings have hit a 15-year low, but experts say true exposure may be understated due to significant Chinese assets held via Belgium, Luxembourg, and Ireland, keeping the overall trend stable at nearly $2 trillion.
#YonhapInfomax
#China #USTreasuries #TICData #BelgiumLuxembourgIreland #BradSetser
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104743

China’s official US Treasury holdings have hit a 15-year low, but experts say true exposure may be understated due to significant Chinese assets held via Belgium, Luxembourg, and Ireland, keeping the overall trend stable at nearly $2 trillion.
#YonhapInfomax
#China #USTreasuries #TICData #BelgiumLuxembourgIreland #BradSetser
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104743

China takes the crown in fight to be the world’s automotive ‘superpower’

Chinese car brands like BYD are rapidly expanding their market share in Australia. (Source: AAP/AP) In the last…
#NewsBeep #News #Economy #AU #Australia #BradSetser #Business #China #domesticmarket #Electricvehicles
https://www.newsbeep.com/au/435780/

China takes the crown in fight to be the world’s automotive ‘superpower’

Chinese car brands like BYD are rapidly expanding their market share in Australia. (Source: AAP/AP) In the last…
#Economy #australia #BradSetser #business #China #domesticmarket #electricvehicles
https://www.europesays.com/2728925/

Report says China made hundreds of billions in loans to US firms to gain edge

WASHINGTON (AP) — For y…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Business #AsiaPacific #BradParks #BradSetser #China #Chinagovernment #donaldtrump #Economy #financialservices #Generalnews #Governmentpolicy #Informationtechnology #nationalsecurity #Robotics #ScottNathan #Semiconductormanufacturing #Technology #U.S.news #Washingtonnews #WilliamHenagan #Worldnews
https://www.newsbeep.com/us/298829/

Report says China made hundreds of billions in loans to US firms to gain edge

WASHINGTON (AP) — For y…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Business #AsiaPacific #BradParks #BradSetser #China #Chinagovernment #donaldtrump #Economy #financialservices #Generalnews #Governmentpolicy #Informationtechnology #nationalsecurity #Robotics #ScottNathan #Semiconductormanufacturing #Technology #U.S.news #Washingtonnews #WilliamHenagan #Worldnews
https://www.newsbeep.com/us/298829/

“On our current trajectory, we might just get those jobs making tennis sneakers.”

// an excellent piece on China, encouraging sane industrial policy in the US, by #DavidAutor and #GordonHanson

// (good luck with that under the current administration)

https://www.nytimes.com/2025/07/14/opinion/china-shock-economy-manufacturing.html

ht #BradSetser, #GregIp

“On our current trajectory, we might just get those jobs making tennis sneakers.”

// an excellent piece on China, encouraging sane industrial policy in the US, by #DavidAutor and #GordonHanson

// (good luck with that under the current administration)

https://www.nytimes.com/2025/07/14/opinion/china-shock-economy-manufacturing.html

ht #BradSetser, #GregIp

“On our current trajectory, we might just get those jobs making tennis sneakers.”

// an excellent piece on China, encouraging sane industrial policy in the US, by #DavidAutor and #GordonHanson

// (good luck with that under the current administration)

https://www.nytimes.com/2025/07/14/opinion/china-shock-economy-manufacturing.html

ht #BradSetser, #GregIp

“On our current trajectory, we might just get those jobs making tennis sneakers.”

// an excellent piece on China, encouraging sane industrial policy in the US, by #DavidAutor and #GordonHanson

// (good luck with that under the current administration)

https://www.nytimes.com/2025/07/14/opinion/china-shock-economy-manufacturing.html

ht #BradSetser, #GregIp

“To save its insurance industry, Taiwan probably needs to intervene massively to keep its currency weak. To save its export industry from the threat of “reciprocal” tariffs, Taiwan likely need to step back from the foreign exchange market and let its currency appreciate.” #BradSetser https://www.ft.com/content/d71c34a0-4ded-4cba-be1c-82384915a8fd

“To save its insurance industry, Taiwan probably needs to intervene massively to keep its currency weak. To save its export industry from the threat of “reciprocal” tariffs, Taiwan likely need to step back from the foreign exchange market and let its currency appreciate.” #BradSetser https://www.ft.com/content/d71c34a0-4ded-4cba-be1c-82384915a8fd

“To save its insurance industry, Taiwan probably needs to intervene massively to keep its currency weak. To save its export industry from the threat of “reciprocal” tariffs, Taiwan likely need to step back from the foreign exchange market and let its currency appreciate.” #BradSetser https://www.ft.com/content/d71c34a0-4ded-4cba-be1c-82384915a8fd

“To save its insurance industry, Taiwan probably needs to intervene massively to keep its currency weak. To save its export industry from the threat of “reciprocal” tariffs, Taiwan likely need to step back from the foreign exchange market and let its currency appreciate.” #BradSetser https://www.ft.com/content/d71c34a0-4ded-4cba-be1c-82384915a8fd

“To save its insurance industry, Taiwan probably needs to intervene massively to keep its currency weak. To save its export industry from the threat of “reciprocal” tariffs, Taiwan likely need to step back from the foreign exchange market and let its currency appreciate.” #BradSetser https://www.ft.com/content/d71c34a0-4ded-4cba-be1c-82384915a8fd

“Apple’s strategy in China has resulted in a transfer of technology and know-how so consequential as to constitute a geopolitical event” #PatrickMcGee https://www.thetimes.com/business-money/technology/article/how-apple-helped-china-become-americas-biggest-tech-rival-8f83tttv5 ht #BradSetser

“Apple’s strategy in China has resulted in a transfer of technology and know-how so consequential as to constitute a geopolitical event” #PatrickMcGee https://www.thetimes.com/business-money/technology/article/how-apple-helped-china-become-americas-biggest-tech-rival-8f83tttv5 ht #BradSetser

“Apple’s strategy in China has resulted in a transfer of technology and know-how so consequential as to constitute a geopolitical event” #PatrickMcGee https://www.thetimes.com/business-money/technology/article/how-apple-helped-china-become-americas-biggest-tech-rival-8f83tttv5 ht #BradSetser

“Apple’s strategy in China has resulted in a transfer of technology and know-how so consequential as to constitute a geopolitical event” #PatrickMcGee https://www.thetimes.com/business-money/technology/article/how-apple-helped-china-become-americas-biggest-tech-rival-8f83tttv5 ht #BradSetser

“Apple’s strategy in China has resulted in a transfer of technology and know-how so consequential as to constitute a geopolitical event” #PatrickMcGee https://www.thetimes.com/business-money/technology/article/how-apple-helped-china-become-americas-biggest-tech-rival-8f83tttv5 ht #BradSetser

“if China’s central government has fiscal space—and it uses that space in way that gives households the confidence to spend more—China might be able to recover from its property downturn on its own, without relying even more on exports.” #BradSetser https://www.cfr.org/blog/beijing-still-has-fiscal-space

#economics

“if China’s central government has fiscal space—and it uses that space in way that gives households the confidence to spend more—China might be able to recover from its property downturn on its own, without relying even more on exports.” #BradSetser https://www.cfr.org/blog/beijing-still-has-fiscal-space

#economics

“if China’s central government has fiscal space—and it uses that space in way that gives households the confidence to spend more—China might be able to recover from its property downturn on its own, without relying even more on exports.” #BradSetser https://www.cfr.org/blog/beijing-still-has-fiscal-space

#economics

“if China’s central government has fiscal space—and it uses that space in way that gives households the confidence to spend more—China might be able to recover from its property downturn on its own, without relying even more on exports.” #BradSetser https://www.cfr.org/blog/beijing-still-has-fiscal-space

#economics

“if China’s central government has fiscal space—and it uses that space in way that gives households the confidence to spend more—China might be able to recover from its property downturn on its own, without relying even more on exports.” #BradSetser https://www.cfr.org/blog/beijing-still-has-fiscal-space

#economics

#BradSetser argues for “launch aid” — gently subsidized state cofinancing — of a new #Boeing commercial aviation platform (and perhaps also of a startup competitor). https://www.liberalpatriot.com/p/time-for-the-us-to-consider-a-bit

#BradSetser argues for “launch aid” — gently subsidized state cofinancing — of a new #Boeing commercial aviation platform (and perhaps also of a startup competitor). https://www.liberalpatriot.com/p/time-for-the-us-to-consider-a-bit

#BradSetser argues for “launch aid” — gently subsidized state cofinancing — of a new #Boeing commercial aviation platform (and perhaps also of a startup competitor). https://www.liberalpatriot.com/p/time-for-the-us-to-consider-a-bit

#BradSetser argues for “launch aid” — gently subsidized state cofinancing — of a new #Boeing commercial aviation platform (and perhaps also of a startup competitor). https://www.liberalpatriot.com/p/time-for-the-us-to-consider-a-bit

#BradSetser argues for “launch aid” — gently subsidized state cofinancing — of a new #Boeing commercial aviation platform (and perhaps also of a startup competitor). https://www.liberalpatriot.com/p/time-for-the-us-to-consider-a-bit