A lot has happened since we last spoke to Brad Setser in April 2020, towards the beginning of the Covid-19 pandemic. For a start, Setser was appointed to be a trade advisor in the Biden administration during a period of immense disruption. There was lots of talk about a potential reshuffling of the way the global economy works, and things like nearshoring and deglobalization. But some big predictions for the way world trade will function haven't come to fruition. For instance, the US is still running a current account deficit and China is still running a current account surplus. So in this episode, Setser returns to discuss what has and hasn't changed in global trade in the last three years. He's left the Biden administration and returned to the Council on Foreign Relations, where he's a senior fellow. He talks about everything from the US-China trade imbalance to the impact of sanctions on the world economy to China's electric vehicle and plane production, plus the future of the dollar.See omnystudio.com/listener for privacy information.

Economic expert Brad Setser from CFR discusses Biden's new tariffs, exploring the impact on Chinese EV development, implications on batteries and legacy chips, China's financial reserves, and the national security significance of US electric vehicle production. The podcast also includes a light-hearted banter about pandas and diplomacy at the San Diego Zoo.

Brad Setser, Whitney Shepardson Senior Fellow at the Council on Foreign Relations, discusses the new geopolitics of global finance and China's economy. They explore economic policy transformations, China's high savings rate, German economy, dollar assets, and efforts to de-risk supply chains. Also, they delve into stimulating the semiconductor industry and China's dominance in electric vehicles.

Brad Setser, a Senior fellow specializing in currency markets and global trade, discusses the falling Japanese yen and the impact of the weak Chinese yuan on global trade. The podcast explores interventions to stabilize the yen, China's strong export performance, and the implications of currency movements on trade competitiveness. Setser also talks about China's strategic use of financial assets amidst global sanctions.

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.

Skanda Amarnath leads Employ America, offering insights on the economic landscape, while Neil Dutta from Renaissance Macro dives into market behaviors. Prediction markets expert Zvi Mowshowitz discusses electoral forecasts and volatility. Brad Setser from the Council on Foreign Relations shares thoughts on 'unhealthy globalization' and its implications for the next president. The conversation is rich with lively banter on U.S.-China relations, market dynamics, and the intersection of policy uncertainty and investment strategies as the nation braces for election results.

Brad Setser, CFR fellow, discusses China's export surge's impact with James M. Lindsay. They explore US job losses, China's industrial policies, Xi's economic philosophy, global trade dynamics, and policy coordination challenges among major players.

In this episode, Brad Setser, expert in economics and financial markets, discusses Argentina's economic challenges, including frequent defaults and inflation, and explores the potential for dollarization. The conversation also covers the appointment of a new finance minister, the success of dollarization in Ecuador and Panama, and the challenges faced in restructuring Argentina's bonds.

Financial analyst Stuart Kaiser, economist Brad Setser, and investment strategist John Stoltzfus discuss market trends, de-globalization, electric vehicles, US-China competition, guitar features, and market analysis in an engaging and insightful podcast.

Brad Setser, fellow at CFR and former USTR member, discusses China's growth trajectory, trade policy lessons, panda export controls, and debt negotiations in Zambia and Argentina.