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12min chapter
Tariffs & Q2 Growth Shock | Trade Maven Brad Setser on Trump’s Tariff Warpath, China’s Balance of Payments, and “Self-Induced Recession” Probabilities
Monetary Matters with Jack Farley
China's Balance of Payments: Shifts and Implications
This chapter explores the complexities of China's balance of payments, specifically the changes in reporting methodologies affecting goods surplus since 2021. It analyzes the discrepancies between different data sources and discusses the implications these adjustments have for trade balances, investment income, and international relations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode