Macro Hive Conversations With Bilal Hafeez

Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

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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.
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