Brad’s spidery sense of this is second to none, and this is coming from my unbiased opinion of having worked for him. (And he is usually right)
Brad Setser
Brad Setser23.7. klo 01.57
A deep dive -- a really deep dive some might say -- into the IMF's new External Sector Report. It is a step in the right direction, but the IMF is still understating the scale of global trade imbalances and the scale of China's surplus. 1/
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