@IMFNews Consistent forecast errors for the world second' most important economy should warrant some reflection around methodology -- the IMF's last staff report had (without any obviously policy or exchange rate shift) the CA surplus magically falling back under 2% of GDP 7/
Original source ↗  |  February 13, 2026 at 21:04 UTC  |  Twitter - @brad_setser

IDEA 1 TICKER: GDS, KC DIRECTION: Long THESIS: BofA Securities prefers these stocks due to strong AI demand and price hikes, indicating a positive outlook. SPEAKER: @briantycangco TIMEFRAME: Medium-term

IDEA 8 TICKER: BABA DIRECTION: Avoid THESIS: US tech aiding military could escalate US-China tensions, negatively impacting Chinese tech stocks like Alibaba due to geopolitical risk. SPEAKER: @briantycangco TIMEFRAME: Medium-term

IDEA 10 TICKER: BABA, BIDU, NIO, BYDDF DIRECTION: Avoid THESIS: Pentagon's actions (likely related to the list of firms aiding the

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