China Matters

(1) Greenspan and Bernanke blame the Chinese for saving too much. (2) The global savings glut may be a bigger problem today. (3) Chinese capital outflows topped $500 billion ytd. (4) Adjusting China’s reserves for strong dollar. (5) China’s missing data just as troublesome as questionable reported data. (6) Buiter vs. Krugman on China. (7) The Great Stall of China. (8) A painful transition as industry slows while services rev up. (9) China’s “Deflategate.”