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Michael Pettis  

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  • By 2015 Hard Commodity Prices Will Have Collapsed
    Editors' Pick  • Sep. 16, 2012 FXZ, IYM, PYZ 86 Comments
  • Debating Growth In China
    Jun. 19, 2012 FXI, SPY, DIA 51 Comments
  • The Japan Debt Disaster And China's (Non)Rebalancing
    Mar. 20, 2012 FXI, GXC, PGJ 33 Comments
  • The World Bank Proposes Tough Medicine For China
    Mar. 10, 2012 FXI, PGJ 59 Comments
  • When Will China Emerge From The Global Crisis?
    Feb. 22, 2012 FXI, PGJ 3 Comments
  • If No Trade Reversal Now, Then When?
    Jan. 9, 2012 FXE, FXI, PGJ 16 Comments
  • Will Greece Unravel By Christmas?
    Nov. 22, 2011 FXE 9 Comments
  • BRICs To The Rescue
    Oct. 6, 2011 16 Comments
  • The Euro... Again
    Sep. 26, 2011 FXI, PGJ, FXE 12 Comments
  • Are The U.S. And Europe Headed Down Japan's Road?
    Sep. 12, 2011 FXY, UUP, UDN 14 Comments
  • Some Predictions For The Rest Of The Decade
    Editors' Pick  • Aug. 29, 2011 SPY, DIA, AGG 35 Comments
  • Would It Really Matter If China Stopped Buying U.S. Bonds?
    Aug. 17, 2011 FXI, PGJ 75 Comments
  • China: No Hard Landing, But No Solution
    Aug. 1, 2011 FXI, PGJ 9 Comments
  • The Current Account Dilemma
    Jul. 20, 2011 FXI, PGJ 35 Comments
  • China: Incentives and Debt
    Jul. 7, 2011 13 Comments
  • Small Companies Feel the Pain in China
    Jun. 29, 2011 FXI, PGJ 9 Comments
  • Spain Must Take the Lead in Europe
    Editors' Pick  • Jun. 14, 2011 IEV, FXE 14 Comments
  • Chinese Trade and the RMB
    Jun. 1, 2011 FXI, PGJ 4 Comments
  • China's Real Estate: Looking for Debt
    May 26, 2011 FXI, PGJ 6 Comments
  • China: Rebalancing Through Wage Increases
    May 16, 2011 FXI, PGJ 6 Comments
  • Is It Time for the U.S. to Disengage the World From the Dollar?
    May 2, 2011 UUP, UDN 14 Comments
  • Chinese Recycling and U.S. Interest Rates
    Apr. 17, 2011 FXI, PGJ 9 Comments
  • The Dollar, The RMB and the Euro
    Mar. 13, 2011 UUP, UDN, FXE 10 Comments
  • Zaiteku and China's January Inflation
    Feb. 24, 2011 FXI, PGJ 1 Comment
  • Chinese Stock Markets and European Politics
    Feb. 11, 2011 FXI, PGJ 1 Comment
  • Is China a 'Currency Manipulator'?
    Feb. 6, 2011 FXI, PGJ 39 Comments
  • How Big Is Chinese GDP?
    Jan. 30, 2011 FXI, PGJ 32 Comments
  • The Real Cost of Chinese NPLs
    Jan. 21, 2011 FXI, PGJ 6 Comments
  • What Happened to China's Lending Quota?
    Jan. 12, 2011 FXI, PGJ 4 Comments
  • Looking at Chinese Growth in 2011
    Dec. 19, 2010 FXI, PGJ 12 Comments
  • The Rough Politics of European Adjustment
    Dec. 1, 2010 FXE 16 Comments
  • Chinese Inflation and European Defaults
    Nov. 25, 2010 FXI, PGJ 11 Comments