The tweet was deleted by the author.
But we saved everything 🙂.
trvrpl, industry influencer, argues that analyzing financial flows is straightforward when focusing on settlement. According to the tweet, many state-driven flows in Asia and oil-exporting countries are missed by conventional assessments that look only at reserves or basic categories such as FDI and portfolio flows.
trvrpl urges going deeper into data to uncover the full picture of financial movements beyond typical balance of payments metrics.
In recent commentary, Brad Setser observed pronounced declines in fx reserves among oil-importing nations including Turkey and India. Setser has also discussed how Chinese export data can offer a more reliable gauge of U.S. import discrepancies. These views provide additional context to trvrpl's call for deeper data analysis beyond standard balance of payments categories.