michael pettis

Eurodollar University’s Making MORE Sense; Episode 51: Reading Around

By |2021-03-01T14:43:08-05:00March 1st, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

DISCLAIMER: The opinions expressed within the content are solely the author’s and do not reflect the opinions and beliefs of the website or its affiliates. 51.0 Reading Around: Pettis On Tariffs and US Jobs Economic historian Michael Pettis' essay on why an "obsolete understanding of trade flows ends up pointing trade policymakers in the wrong direction."  A reading, by Emil [...]

Tactical Update

By |2012-03-25T21:07:08-04:00March 25th, 2012|Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

This week, one particular article sparked an intense internal dialogue about some of the global economic realities that have us concerned.  The article is from Peking University’s Professor Michael Pettis.  Prof. Pettis opines that Chinese citizens would rather save than spend and that Japan, who has recently run a current account deficit, would prefer to run a surplus. In China, [...]

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