Michael Pettis


09/06/2018 Beijing’s Three Options: Unemployment, Debt, or Wealth Transfers Article
08/09/2018 The U.S. Trade Deficit Isn’t Caused by Low American Savings Article
07/10/2018 Tariffs and Trade Intervention Article
06/28/2018 Will China “Go Nuclear” and Dump US Bonds? Insider, Newshour
04/13/2018 Michael Pettis on Trade Wars, Commodities, and More Insider, Newshour
04/04/2018 High Wages Versus High Savings in a Globalized World Article
01/31/2018 The GDP of Bridges to Nowhere Article
01/18/2018 What Would Happen If China Stopped Buying U.S. Treasury Bonds? Article
04/20/2017 China Update - Why Is the Consensus Now So Optimistic? Article
04/03/2017 Mexico’s Positive Impact on the US Trade Balance Article
02/17/2017 Michael Pettis on Capital Flows and Debt Crises Insider, Newshour
02/16/2017 Michael Pettis: Most People, Including Trump, Don’t Understand How Global... Insider, Newshour
02/02/2017 Is Peter Navarro Wrong on Trade? Article
01/09/2017 Three Possible Scenarios for China Article
01/03/2017 A US Retreat on Global Trade Will Not Lead to a Shift in Power Article
05/09/2016 The Titillating and Terrifying Collapse of the Dollar...Again Article
01/26/2016 Will China’s New “Supply-Side” Reforms Help China? Article
10/19/2015 Why “Thin Air Money” Isn’t Created Out of Thin Air Article
09/02/2015 Pettis: Chinese Debt-Related Shocks to Last for Years Article
08/19/2015 Do Markets Determine the Value of the RMB? Article
07/31/2015 China’s Stock Markets and Revisiting 2011 Predictions Article
07/17/2015 Interpreting Information in China’s Stock Markets Article
06/22/2015 Please Mr. Lew Do Not “Diminish” Alexander Hamilton Article
06/09/2015 Internal and External Balance Article
04/13/2015 Does the AIIB Signify the End of the American Century? Article
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