Brad Setser (@brad_setser) 's Twitter Profile
Brad Setser

@brad_setser

CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.

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calendar_today20-05-2016 13:16:02

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Brad Setser (@brad_setser) 's Twitter Profile Photo
Brad Setser
@brad_setser

3 months ago

and I (like Anna Wong) would bet a lot of money that the BEA's inventory adjustment just didn't pick up such massive and industry specific stockpiling in real time. Someone who knows the inventory data backwards and forwards should investigate! 7/7