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June 17, 2009

China
China's Foreign Assets

Many fear that China will not be willing to continue financing the growing deficits of rich countries, particularly that of the U.S. Throughout the crisis, China has continued to buy dollar assets,…

whatdollarsales
Blog Post by Benn Steil and Dinah Walker Geo-Graphics

June 15, 2009

Monetary Policy
Three quick points on the April TIC data

One. This was a very weak report. Very modest demand for US financial assets from the rest of the world is creating ongoing pressure for the US to adjust -- that is for the US trade deficit to fa…

china-tic-may
Blog Post by Brad W. Setser Follow the Money

May 29, 2009

China
BRIC's Dollar Assets

Brazil, Russia, India, and China have increased their holdings of foreign exchange reserves significantly over the last decade. But China stands out when it comes to financing the United States. Ch…

bricfx3
Blog Post by Benn Steil and Dinah Walker Geo-Graphics

May 27, 2009

Monetary Policy
The Treasury market, in a world no longer dominated by central bank reserve managers

In case you haven’t heard, the Treasury market – and the mortgage market -- had a bad day. Ten-year Treasury yields are back at their November 2008 levels (long-term Treasury yields didn’t fall imm…

treasury-issuance-thru-april-09-1
Blog Post by Brad W. Setser Follow the Money

May 21, 2009

Monetary Policy
China’s new barbell portfolio: Treasuries and commodities?

Keith Bradsher’s New York Times story on the recent evolution of China’s foreign portfolio gets -- at least in my view -- the story right. Of course, that may be because I was -- rather obvious…

Blog Post by Brad W. Setser Follow the Money