Global Finance

One small but in my view important point about global finance. The US is the world's big net debtor -- with net external debt of around 50% of its GDP. Interest payments on th...

Brad Setser

@Brad_Setser

There are a lot of headlines going around about countries moving away from the U.S. Dollar. Over the last 25 years, the U.S. Dollar's use for reserves globally is down from 72% to...

The Kobeissi Letter

@KobeissiLetter

Has global liquidity already bottomed? It ought to have massive consequences for asset allocation in case A 🧵 1/n https://t.co/ishIDMXweL

AndreasStenoLarsen

@AndreasSteno

The wheels are coming off the global economy. Here is where I think the market is heading. 👇👇👇

Otavio (Tavi) Costa

@TaviCosta

1/5 The longer it takes for global creditors to recognize that much developing-country debt can never be serviced, the longer will it take for them to restructure debt with meaning...

Michael Pettis

@michaelxpettis

The asymmetry of this Event is quite stark! And the unintended consequences of this event aren’t fully understood by Markets, Investors and Policymakers alike. An Unprecedented...

Ani

@anavrta