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Brad W Setser

China’s massive surplus is popping up everywhere 

December 8, 2025November 13, 2025 by Brad W Setser

Yet the International Monetary Fund still has trouble seeing the warning signs clearly

Categories Analysis Tags China Exports, Council on Foreign Relations, European Union, News, The Long Read, Trade Imbalances Leave a comment

China is waging a trade war with Europe and winning

September 1, 2025August 6, 2025 by Brad W Setser

Beijing has used industrial policy and a weak currency, not tariffs, and they are working

Categories Behind The News Tags Auto Push, Council on Foreign Relations, Export Surge, Imports Squeeze, News, The Long Read Leave a comment

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