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Michael Pettis

Peking Univ; trade imbalances, Chinese rebalancing, savings glut

Senior fellow at the Carnegie Endowment for International Peace and finance professor at Peking University's Guanghua School of Management. Author of 'The Great Rebalancing' and co-author of 'Trade Wars Are Class Wars', arguing that domestic income inequality and surplus savings—not currency manipulation alone—drive global imbalances. His blog and writing are widely followed by policymakers and macro investors.

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Last updated
10 May 2026
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