Brad_Setser

X · 189 atoms · 2026-06-23 → 2026-06-29 · 信用档先验 cred4

🟦 fact 82 · 🟥 take 107 · stance ▲18/▼52/◆36

覆盖实体 (top 10)

• China — 38 atoms
• US — 9 atoms
• Brad_Setser — 5 atoms
• 美国行政当局 — 4 atoms
• 出口 (扣除爱尔兰) 实际值 — 3 atoms
• Germany — 3 atoms
• IMF — 3 atoms
• Beijing — 3 atoms
• 中国国内汽车市场 — 3 atoms
• KRW — 3 atoms

话题分布 (top 8)

贸易政策 (6) · 货币政策 (5) · 国际收支 (4) · 贸易平衡 (4) · 军事供应链依赖 (4) · 财政政策 (3) · 出口增长 (3) · 汽车进口 (3)

样例 atoms

• 2026-06-24 · China machinery imports · Machinery imports jumped in q1 but that now seems to be faltering
• 2026-06-24 · China imports of chips and emb · all data here converges around a surge in imports (value and volume) of chips and embedded chips
• 2026-06-25 · RMB · the larger undervaluation of the RMB
• 2026-06-25 · Apple's Irish operations · Apple's Irish operations reduce the BoP goods deficit with China significantly -- from almost 1.8 pp of GDP in the trade stats to around 1.1 pp of GDP in the BoP goods number
• 2026-06-25 · euro area · about 1/2 the euro area's goods surplus with the US is from US firms avoiding US tax by producing pharma in Ireland and selling it back to the US at inflated prices

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