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 158.4K Followers
Why the gold adjustment to China's current account is essential -- imports are set to go from 0.5 to 1.5 pp of GDP, with a considerable impact on the reported current account (and possibly the net export contribution)
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