Michael Pettis


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
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