

Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring
7 snips Aug 16, 2024
Brad Setser, a senior fellow at the Council on Foreign Relations, shares his deep insights into global trade and capital flows. He discusses the intricacies of Japan's yen carry trade and fiscal dynamics, highlighting the effectiveness of currency interventions. The conversation shifts to China's economic data and evolving trade patterns, dissecting the impact of U.S. policy on Chinese investments. Setser also examines U.S.-Mexico trade relations amid political changes and reveals how multinational corporations exploit low-tax jurisdictions for profit offshoring.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Japan's Financial Landscape
01:55 • 13min
Navigating China's Economic Data and Trade Dynamics
14:41 • 22min
US-Mexico Trade Relations and Election Implications
36:13 • 4min
Tax Strategies of Multinational Corporations
39:50 • 9min
The Enduring Dominance of the Dollar: Analysis of Currency Resilience
48:22 • 4min
Advice for Young Professionals: Developing Expertise and Influential Readings
52:17 • 5min