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@GitaGopinath
"The exposure of the world to US equities is at record levels. A stock market correction would have more severe and global consequences as compared to what followed the dot-com crash. The tariff wars and lack of fiscal space compounds the problem. The underlying problem is not 'unbalanced trade' but 'unbalanced growth.' There is a need for higher growth and returns in more countries/regions of the world not just in the US. The full piece can be read here:"
X Link @GitaGopinath 2025-10-15T20:22Z 396.3K followers, 1.1M engagements
"The exposure of the world to US equities is at record levels. A stock market correction would have more severe and global consequences as compared to what followed the dot-com crash. The tariff wars and lack of fiscal space compounds the problem. The full piece can be read here:"
X Link @GitaGopinath 2025-10-15T19:25Z 396.2K followers, 57.8K engagements
"I could not agree more with @ricardo_hausman. His piece in the @nytimes on Argentina says it perfectly. I took a snapshot of the lines I particularly liked. His full piece is here:"
X Link @GitaGopinath 2025-10-17T13:51Z 396.3K followers, 114.2K engagements
"It is X months since "Liberation day" tariffs. What have US tariffs accomplished X. Raise revenue for government Yes. Quite substantially. Borne almost entirely by US firms and passed on some to US consumers. So it has worked like a tax on US firms/consumers. X. Raise inflation Yes by small amounts overall. More substantially for household appliances furniture coffee. X. Improve trade balance No sign yet of that. X. Improve US manufacturing No sign yet of that. Overall the score card is negative"
X Link @GitaGopinath 2025-10-06T20:57Z 396.2K followers, 415.1K engagements
"US support is certainly helpful to prevent speculative currency moves. However durable progress will require Argentina to move to a more flexible exchange rate regime accumulate reserves and build support for its reforms at home"
X Link @GitaGopinath 2025-09-24T17:10Z 396.3K followers, 774.1K engagements