5 stories tagged by Digg
World & Business
Brad Setser says almost all Asian low-yield currencies rallied when the yen shot up to 140 in August 2024, a pattern he says hasn't held recently.
World & Business
Brad Setser says Chinese equity outflows have been modest after accounting for foreign inflows into Chinese stocks, both in absolute terms and relative to China’s surplus. He notes that outflows have picked up in recent years.
World & Business
A post argues that China’s formal reserves have not changed in 10 years, while cumulative outflows through its banks exceed $3.5 trillion. It describes the banks as the main buyers of foreign bonds.
World & Business
One commentator expects significant sectoral measures from Europe, but no direct action on underlying macroeconomic distortions for now. Reuters reports that German industry group BDI has urged Europe to reduce China-linked economic risks without broad protectionism.
World & Business
A post argues that China’s 2026 surplus, net of gold, substantially exceeds its 2025 surplus, with reduced oil imports offsetting higher prices.