@Iamhere4theAds @gdp1985 Happily technical balance of payments analysis mostly goes over the heads of the worst folks here. It isn't like talking about overcapacity or export controls and the like; no one has gone after me for posting about the huge fx settlement numbers as an example
Original source ↗  |  February 19, 2026 at 05:25 UTC  |  Twitter - @Brad_Setser

No analysis available.