Analysis of macroeconomic issues in lower-income and aid-dependent economies, especially in Africa, and how international shocks, finance and policy ideas shape them. Posts trace how events such as Middle East energy shocks, aid cuts and the energy transition propagate through trade data and national economies.
Website: https://www.theexternalaccount.com
Long-form essays on international political economy, including China's trade relations, industrial policy and global poverty data. Each piece sets out an argument, concedes where opposing views have merit, and challenges conventional narratives with evidence.
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