Michael Pettis


02/26/2015 Europe’s Survival Depends on Debt Restructuring, Not Growth Article
02/04/2015 Syriza and the French Indemnity of 1871-73 Article
02/02/2015 Can Monetary Policy Turn Argentina Into Japan? Article
01/21/2015 Inverted Balance Sheets and Doubling the Financial Bet Article
01/09/2015 How Will Long-Term Deflation in China Impact the World? Article
12/15/2014 My Reading of the FT on China’s “Turning Away From the Dollar” Article
12/02/2014 How Might a China Slowdown Affect the World? Article
11/11/2014 Michael Pettis on Why We Need a New Global Monetary System Insider, Newshour
11/05/2014 China, Europe, and Optimal Currency Zones Article
10/20/2014 How to Link Australian Iron With Marine le Pen Article
10/06/2014 Are We Starting to See Why Its Really the Exorbitant “Burden” Article
09/29/2014 How Much Longer Can the Global Trading System Last? Article
09/02/2014 What Does a “Good” Chinese Adjustment Look Like? Article
09/02/2014 The Great Rebalancing – How China’s Slowdown Will Affect the Globe: An... Insider, Newshour
07/14/2014 Why China’s Bad Debt Can’t Simply Be “Socialized” Article
06/18/2014 The Four Stages of Chinese Growth Article
05/27/2014 Some Things to Consider If Spain Leaves the Euro Article
05/22/2014 Michael Pettis: Hard Commodity Prices Will Continue to Fall with Decade-... Article
05/20/2014 The Great Rebalancing – How China’s Slowdown Will Affect the Globe: An... Newshour, Guest Expert
05/08/2014 Why a Savings Glut Does Not Increase Savings Article
05/02/2014 Bad Debts: Why China Is Not Close to Overtaking the U.S. as World’s... Article
03/03/2014 Will Emerging Markets Come Back? Article
01/29/2014 The Case for China’s “Long Landing” of Much Slower but Healthier Growth Article
01/07/2014 Will the Reforms Speed Growth in China? Article
12/20/2013 Monetary Policy Under Financial Repression: China's Long-Term Outlook Article
12/09/2013 The Politics of Adjustment Article
11/25/2013 When Are Markets “Rational”? Article
11/08/2013 Will Debt Derail Abenomics? Article
10/22/2013 Hidden Debt Must Still Be Repaid Article
09/24/2013 Revisiting My 2011 Predictions Article