Global Imbalances: Old Questions, New Answers?
you are currently viewing:Global Imbalances: Old Questions, New Answers?April 6, 2026-Widening global current account imbalances are best addressed by simultaneous domestic policy adjustments. Industrial policy and tariffs offer a costly fix with unreliable effects on imbalances. Global current account imbalances are widening again, reversing a decade of steady decline following the global financial crisis. History suggests a clear risk: widening imbalances have often been accompanied by concentrated and lower-quality growth, triggered sectoral dislocations across trading partners, and preceded financial crises or abrupt reversals of capital flows. With the global economy already absorbing multiple shocks, such a disorderly adjustment could be exceptionally costly. Source: imf.org |
January 19, 2026-Global supply chains face a new operating reality- one defined by persistent volatility and disruptions embedded in the global economy. Leaders face a defining challenge: how can supply chains be designed to remain resilient, competitive and investable when uncertainty is not temporary, but structural?
January 14, 2026-The Group of 20 (G-20) constitutes around 85 per cent of the world output-bringing together the world's largest advanced and emerging economies. Any shift(s) in the growth rates across these economies offer us a glimpse into the broader trajectory of the world economy - which is set for uneven growth in 2026.
January 9, 2026-The Global Cooperation Barometer 2026 reveals strong pressures on multilateral institutions are causing global cooperation to evolve rather than retreat.
While multilateral forms of cooperation declined, smaller and more agile coalitions of countries -and, at times, companies - were instrumental in maintaining overall cooperation levels.