All About Michael

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Full Name:
Michael Pettis
Website:

Posts by Michael:

  • 18 May 2012 Europe’s depressing prospects

  • 03 May 2012 Revisiting predictions

  • 09 Apr 2012 The ways China can rebalance

  • 30 Mar 2012 The Economist sees (and raises)

  • 26 Mar 2012 I would like to make a bet with The Economist

  • 20 Mar 2012 The Japan debt disaster and China’s (non)rebalancing

  • 10 Mar 2012 The World Bank proposes tough medicine for China

  • 22 Feb 2012 When will China emerge from the global crisis?

  • 28 Aug 2011 Some predictions for the rest of the decade

  • 17 Aug 2011 Foreign capital, go home!

  • 31 Jul 2011 No hard landing, but no solution

  • 19 Jul 2011 Current account dilemma

  • 07 Jul 2011 Incentives and debt

  • 28 Jun 2011 Small companies feel the pain in China

  • 14 Jun 2011 How to become virtuous and save more

  • 31 May 2011 Trade and the RMB

  • 25 May 2011 Looking for debt

  • 15 May 2011 Rebalancing through wage increases

  • 02 May 2011 Is it time for the US to disengage the world from the dollar?

  • 15 Apr 2011 Chinese recycling and US interest rates

  • 07 Apr 2011 Reforming the banks

  • 24 Mar 2011 Is loan growth in China slowing?

  • 12 Mar 2011 The dollar, the RMB and the euro?

  • 24 Feb 2011 Zaiteku and China’s January inflation

  • 10 Feb 2011 Chinese stock markets and European politics

  • 04 Feb 2011 Currency manipulation

  • 29 Jan 2011 How big is Chinese GDP?

  • 21 Jan 2011 The real cost of Chinese NPLs

  • 12 Jan 2011 China’s lending quota?

  • 05 Jan 2011

  • 19 Dec 2010 Chinese growth in 2011

  • 30 Nov 2010 The rough politics of European adjustment

  • 24 Nov 2010 Chinese inflation and European defaults

  • 18 Nov 2010 What happens if Chinese growth slows?

  • 10 Nov 2010 QE2 and the Titanic

  • 04 Nov 2010 Will trade action bring back American jobs?

  • 25 Oct 2010 It isn’t easy being green

  • 19 Oct 2010 PBoC rate hike announced

  • 14 Oct 2010 Xin Fa’an: A modest proposal to resolve the coming trade war

  • 06 Oct 2010 What happens if the RMB is forced to revalue?

  • 29 Sep 2010 The politics of Chinese adjustment

  • 26 Sep 2010 You ain’t seen nothing yet?

  • 22 Sep 2010 Rumors on the PBoC deregulating Chinese bank deposit rates

  • 11 Sep 2010 What do the “good” trade numbers tell us?

  • 27 Aug 2010 Have we underestimated Chinese consumption?

  • 10 Aug 2010 Chinese consumption and the Japanese “sorpasso”

  • 28 Jul 2010 The PBoC can’t easily raise interest rates

  • 20 Jul 2010 Do sovereign debt ratios matter?

  • 14 Jul 2010 The capital tsunami is a bigger threat than the nuclear option

  • 04 Jul 2010 What do banking crises have to do with consumption?

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