Chinese trade and current account surplus analysis, Brad Setser examines

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Gold-adjusted Chinese trade surplus analysis

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Ivan Andriyenko

13 hours ago

Chinese trade and current account surplus analysis, Brad Setser examines — Gold-adjusted Chinese trade surplus analysis

Brad Setser examines the concept of a gold-adjusted Chinese trade and current account surplus.

Setser presents this topic as part of a new blog, inviting consideration of how gold might impact measures of China’s trade and current account balances.

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Setser has previously noted that German auto exports to China have dropped sharply, risking around 0.6 percentage points of GDP and exposing dangers of external reliance, according to past analysis. He also observed that European leaders consider current trade relations with China unbalanced and unsustainable, as detailed in a separate report. These themes provide additional context to his latest discussion of China’s economic position.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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