Brad Setser

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

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

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

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.

Scale of deposit flight from CS in q4 -- well before SVB -- is also interesting. Nice reporting/ analysis

Best summary I have seen of the current state of play in the "live" sovereign debt restructuring cases -- "with no other workable solutions on offer, borrowers and lenders hope the forum [/THE COMMON FRAMEWORK] will be given a chance to succeed."

Good story on Ghana's debt restructuring process. But I think it is missing a key bit of context. Ghana (per reporting by Bloomberg) is planning to treat its external government (bilateral) creditors generously, which made agreement much easier.

Excellent reporting, well-worth reading

Good article. I hope everyone travelling to DC next week gives it a look.