Brad Setser

Brad Setser, a senior fellow at the Council on Foreign Relations, delves into the implications of Trump's tariffs on global trade. He highlights the U.S.'s choice to go it alone rather than collaborate with allies, which has ignited fears of a recession. Setser analyzes how these tariffs have led to reciprocal actions from China and explores potential strategies businesses might adopt to shift production overseas. He critiques the simplistic reasoning behind tariffs, advocating for a more nuanced understanding of global trade dynamics.

Brad Setser, a senior fellow at the Council on Foreign Relations and expert on global capital flows, dives into the surprising rise of the Taiwanese dollar. He discusses its impact on Taiwanese life insurers, who face significant challenges due to currency fluctuations. The conversation explores the dynamics between the appreciation of the Taiwanese dollar and the weakening U.S. dollar, and strategies Taiwan might adopt to stabilize its economy. Setser also links these developments to broader regional economic conditions and trade relationships.

Brad Setser, a senior fellow at the Council on Foreign Relations and former advisor to the U.S. Trade Representative, dives into the potential growth shock from Trump’s tariffs. He unpacks how these tariffs can impact GDP, inflation, and global trade dynamics, echoing concerns of historical precedents. Setser also dissects China’s balance of payments, revealing discrepancies in their reported figures, and discusses the implications of U.S. industrial policies on tech competition with China, highlighting the intertwining of trade and corporate profits.

Brad Setser, a senior fellow at the Council on Foreign Relations and former trade advisor in the Biden administration, shares insights on the evolving landscape of global trade. He discusses the ongoing U.S.-China trade imbalance and the surprisingly persistent current account deficit despite predictions of deglobalization. Setser dives into the rise of Chinese electric vehicles and their impact on the market, as well as the complexities of sanctions and energy security in Europe. His analysis uncovers the intricate connections that define our current economic climate.

Brad Setser, a renowned economist and Senior Fellow at the Council on Foreign Relations, joins the conversation to unpack China’s trade surplus. They dive into how the pandemic reshaped China’s economy, transitioning from property to manufacturing, especially in electric vehicles. Setser examines U.S.-China trade dynamics, the impact of tariffs, and shifting financial strategies. The discussion also touches on China's strategic economic maneuvers under Xi Jinping and the broader implications for global markets, making for a thought-provoking dialogue.

Brad Setser, an expert on international finance from the Council on Foreign Relations, dives deep into Biden's new tariffs and their impact on U.S.-China relations. He discusses the complexities of U.S. trade policies and how they adapt to China's rise in electric vehicle manufacturing. Setser highlights the challenges of U.S. reliance on Chinese imports, particularly in the battery sector, and examines vulnerabilities in the supply chain for critical materials. The conversation cleverly mixes serious economic analysis with light-hearted musings about diplomacy and nostalgia.

Brad Setser, a senior fellow at the Council on Foreign Relations and trade expert, breaks down Trump’s sweeping tariffs and their historical impact on U.S. trade policy. He highlights how the tariffs aim to tackle border security but may worsen the illegal drug trade. Setser explains the complexities of trade relations with China, Mexico, and Canada, and the adverse effects on American manufacturing and jobs. The conversation reveals the challenges of using tariffs as a foreign policy tool and questions their overall effectiveness in restoring U.S. industries.

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, 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 at the Council on Foreign Relations, dives into the intriguing dynamics of currency markets and global trade. He discusses the falling Japanese yen and the factors behind its weakness, including interest rates and economic policies. Setser also explores how a weakening yuan is boosting China's exports, hinting at a potential new "China Shock." Additionally, he examines the significance of China's excavator exports as a reflection of its economic health and the complexities of U.S.-China financial interdependence.