Brad Setser

Really recommend this article (and the thread). The backstory on Erdogan's selection of Simsek ... 1/2

Really recommend this article (and the thread). The backstory on Erdogan's selection of Simsek ... 1/2

As @velvetart noted, this is a very good thread from Charles Kenney -- Very much agree that the World Bank needs to set out options to expand its balance sheet (stock, not flow) by $100b -- and by $400b. 1/

Excellent piece from @greg_ip -- Not clear Europe is ready for this shock, or even saw it coming.

Good article - In an ideal world some of the reporting norms around sovereign funds should be strengthened (not likely to happen) -- and the BoP numbers should be set up to better capture some of these flows. 10/10

that was a great story. @bobdavis187

Excellent thread -- illustrates with great charts the basic point of Jacky Wong's WSJ story -- namely China and Chinese firms have critical mass in the EV industry, and lead globally in many ways

Superb thread from @AtifRMian --

Really good essay this -- Captures well the big issues raised by NSA Jake Sullivan's recent speech.

Red Capitalism at its finest ... (I do strongly recommend the Howie and Walter book -- its history of the financial moves of China back in the 00s is very relevant now)

Good summary by the WSJ of the financial risks that Turkey now faces ...

Excellent reporting as usual from the FT -- the source of the quotes in the last two tweets.