Unhedged currency mismatch in EM balance sheets -> @BIS_org worries that there will be procylical effects from exch… https://t.co/FA4whHfBrL
@GeneralTheorist @fwred @DanielaGabor @jonsindreu @JoMicheII @tomashirstecon @bankofengland @MoritzDegler Thank you @GeneralTheorist as always this is really fantastic. Your narrative and
@GeneralTheorist @fwred @DanielaGabor @jonsindreu @JoMicheII @tomashirstecon @bankofengland @MoritzDegler Thank you @GeneralTheorist as always this is really fantastic. Your narrative and that of @fwred ring really