以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Brad Setser
13 atoms · 跨 5 天 · 首见 2026-05-06 · 最近 2026-06-21
三色: 🟦 fact 2 · 🟥 take 11 · stance ▲2/▼6/◆5
来源: X 13
时态: fresh:9 · aging:4
标签: 好观点:10 · 好思考:1 · 好信源:1 · 好问题:1
叙事 (narrative) (11)
- 2026-05-16 · views on surplus countries selling reserves
i don't mind if surplus countries sell off their reserves (japan)
tags: 好观点 · → daily
value: direction=does_not_mind
- 2026-05-16 · views on surplus countries intervening to weaken currency
i don't like it when surplus countries with too many reserves intervene to keep their currencies weak
tags: 好观点 · → daily
value: direction=dislikes
- 2026-05-06
[老化中] · 观点：中国消费刺激效果为技术追赶和自给自足，贸易激励只是提前了需求并非结构性提升
thought it was technological catch up and national self sufficiency. haven't seen any real results from the implemented pro consumption policies; the trade incentives pulled forward demand from 25 they didn't structurally boost it.
tags: 好观点 · → daily
value: direction=na
- 2026-05-06
[老化中] · 观点：政策意图与结果存在差异
There's a difference between intent and outcome when it comes to policy. A floundering policy doesn't mean its designers hoped for its failure.
tags: 好思考 · → daily
value: direction=na
- 2026-05-06
[老化中] · 观点：中国政策执行一直缺乏持续性
policy follow through has been lacking consistently.
tags: 好观点 · → daily
value: direction=na
- 2026-06-21 · 提议未来协议可能称为Doral协议
it could be the Doral accord for all I care ...
tags: 好观点 · → daily
- 2026-06-18 · 提出关于中国汽车关税和补贴的问题
_what is China's WTO bound auto tariff and how does that compare with the EU, US and Japan?
How many imported cars have qualified for China's EV subsidies?
Did cars that qualified for the initial EV tariffs list have to use a Chinese made battery from a Chinese company?
Do foreign auto makers wanting a non JVed production facility in China need to agree to local content requirements and face an export expectation_
tags: 好问题 · → daily
- 2026-06-17 · 评论保护主义口号弱于实质
_how are you going to restore competitiveness through protectionism?
Good rhetoric, weak substance_
tags: 好观点 · → daily
- 2026-06-17 · 认为中国模式包含受保护市场内竞争
part of the China model is competition inside a protected market. Autos = case in point
tags: 好观点 · → daily
- 2026-06-17 · 指出对华开放市场辩护缺乏实际数据支撑
The rhetorical skills marshalled to defend open markets for China when China's own market is increasingly closed are impressive. But they generally aren't grounded in actual data
tags: 好观点 · → daily
- 2026-05-06
[老化中] · 对中国消费态度的观点：深度储蓄偏见，反对消费
Here's you on China's attitude towards consumption. Expand more on the " deep bias toward saving and against consumption" in light of recent policies and public statements from the Politburo.
tags: 好观点 · → daily
value: direction=na
反驳 (refute) (1)
- 2026-05-06 · 观点: Xi Jinping opposed to boosting household consumption for ideological reasons
Setser was for a long time adamant that Xi Jinping was opposed to boosting household consumption for ideological reasons, just because he read this opinion in the WSJ.
tags: 好观点 · → daily
value: direction=na
事实 (fact) (1)
- 2026-05-06 · 未声称能够阅读中文
i never have claimed to read Chinese.
tags: 好信源 · → daily
value: direction=na
时间轴 (近 20)
- 2026-06-21 ·
narrative · 提议未来协议可能称为Doral协议 · → daily
- 2026-06-18 ·
narrative · 提出关于中国汽车关税和补贴的问题 · → daily
- 2026-06-17 ·
narrative · 评论保护主义口号弱于实质 · → daily
- 2026-06-17 ·
narrative · 认为中国模式包含受保护市场内竞争 · → daily
- 2026-06-17 ·
narrative · 指出对华开放市场辩护缺乏实际数据支撑 · → daily
- 2026-05-16 ·
narrative · views on surplus countries selling reserves · → daily
- 2026-05-16 ·
narrative · views on surplus countries intervening to weaken currency · → daily
- 2026-05-06 ·
refute · 观点: Xi Jinping opposed to boosting household consumption for · → daily
- 2026-05-06 ·
narrative · 对中国消费态度的观点：深度储蓄偏见，反对消费 · → daily
- 2026-05-06 ·
narrative · 观点：中国消费刺激效果为技术追赶和自给自足，贸易激励只是提前了需求并非结构性提升 · → daily
- 2026-05-06 ·
narrative · 观点：政策意图与结果存在差异 · → daily
- 2026-05-06 ·
narrative · 观点：中国政策执行一直缺乏持续性 · → daily
- 2026-05-06 ·
fact · 未声称能够阅读中文 · → daily
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