Brad Setser

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community-curated profile

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

Overview Posts Content Recommendations

Tweet Jan 25, 2023

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

by Brad Setser

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Tweet Nov 4, 2022

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

by Brad Setser

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Tweet Feb 27, 2023

While the advanced economies talked about deglobalization, China's auto industry ... globalized. And in a big way. Amazing chart from Gavekal 1/ twitter.com/Brad_Setser/status/1630235351594807297/photo/1

by Brad Setser

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Article Jan 17, 2023

The Disappearing Japanese Bid for Global Bonds

by Alex Etra and Brad Setser

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Tweet Jan 9, 2023

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

by Brad Setser

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Article Dec 8, 2022

China's Balance of Payments Data Does Not Add Up

by Brad Setser

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Tweet Nov 14, 2022

Japan has been a big part of the global bond market for quite some time – both unhedged investors (the government, mostly) and hedged investors (the banks, the lifers ). And Japan’s financial system report is still the best guide to really understan

by Brad Setser

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