The messaging around the Article IV is all about external imbalances (good), and the Fund has changed its fiscal advice (very good). But good god the actual analysis of China's balance of payments is almost non-existent, and the current account forecast is a disaster! Gerard DiPippo (@gdp1985) @Brad_Setser where are you? Article IV is out and it's all about China's external imbalances. https://t.co/Dtmk5HbuF2