というギータ・ゴピナートらのIMF論文をMostly Economicsが紹介している。原題は「Changing Global Linkages: A New Cold War?」で、著者はGita Gopinath、Pierre-Olivier Gourinchas、Andrea F Presbitero、Petia Topalova(いずれもIMF)。 以下はその要旨。 Global linkages are changing amidst elevated geopolitical tensions and a surge in policies directed at increasing supply chain resilience and national security. Using granular bilateral data, this paper provides
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