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Brad Setser
@Brad_Setser
CFR senior fellow. Views are my own. Writes on sovereign debt, trade, fx reserves and capital flows.
Joined May 2016
1.1K Following    154.7K Followers
The euro area's "real" trade balance in autos with China -- the numbers of cars exported v the number of cars imported. Just a massive swing. And the shock isn't over. No signs it is self correcting
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