Imbalanced Accounts: Trade and Capital in 2025 with Brad Setser
The signal events and dominant narratives of 2025 have not had the advertised effects where on global current account and capital flow trends. are concerned. As Brad Setser, senior fellow at the Council on Foreign Relations, notes, tariffs raise revenue for the US, but so far its external position relative to Asia has, if anything, worsened. De-dollarization has been an eye-catching idea that still has little basis in fact. The expected revaluation of currencies relative to the USD has been more limited in scope than one might appreciate. These and many other threads are pulled together tied up in a globe-spanning hashtag#STTStreetSignals episode this week. https://podcasts.apple.com/us/podcast/imbalanced-accounts-trade-and-capital-in-2025-with/id1692292577?i=1000737547547
About Brad Setser
Brad W. Setser is an American economist. He is a former Counselor to the U.S. Trade Representative, Deputy Assistant Secretary of the U.S. Treasury, and Director of International Economics for the U.S. National Economic Council and National Security Council. He currently serves as senior fellow for international economics at the Council on Foreign Relations. He was previously the Director of Global Research at Roubini Global Economics Monitor where he co-authored the book Bailouts or Bail-ins? w...
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