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X·宏观· Brad Setser (@Brad_Setser)·· 3 天前AI 评分38

Tho to be clear, without a 1 pp of GDP increase in gold imports by China in 2026 its surplus would…

Tho to be clear, without a 1 pp of GDP increase in gold imports by China in 2026 its surplus would…

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Tho to be clear, without a 1 pp of GDP increase in gold imports by China in 2026 its surplus would be way up -- and the latest export and import numbers point to a substantial net export contribution in 26 even with that surge on gold imports ... so the 26 imbalance is actually https://t.co/HgnRaIHk

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