I hardly know where to begin with all the things that are wrong with this forecast. It is clearly at odds with the 4.5% of GDP surplus in q4, which led Goldman to increase its 2026 surplus ... It is also at odds with the IMF's growth forecast 18/ https://t.co/Orq4BPAgr4
Original source ↗  |  February 19, 2026 at 04:45 UTC  |  Twitter - @Brad_Setser

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