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Why global imbalances matter

They lie at the intersection of almost everything that matters in geoeconomics and geopolitics

As I noted last week, clashes over how to adjust external imbalances have recurred roughly every two decades since the 1980s. I should have added the 1920s and the 1960s. The latter ended with the collapse of the Bretton Woods system of fixed but adjustable exchange rates and, ultimately, with a world of floating rates (except in the Eurozone). The former ended with a global economic depression and a world war and so, among other things, with the creation of the Bretton Woods system in 1944. One of its products was the birth of the IMF, whose job it is to help manage such imbalances today.

Why is the management of global balance of payments imbalances both so difficult and so important? The short answer is that they lie at the intersection of almost everything that matters in global economics and politics: national power, full employment, industrial strength, financial stability, fiscal and monetary policies and management of exchange rates. In sum, they shape a large part of international relations.

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马丁•沃尔夫

马丁•沃尔夫(Martin Wolf) 是英国《金融时报》副主编及首席经济评论员。为嘉奖他对财经新闻作出的杰出贡献,沃尔夫于2000年荣获大英帝国勋爵位勋章(CBE)。他是牛津大学纳菲尔德学院客座研究员,并被授予剑桥大学圣体学院和牛津经济政策研究院(Oxonia)院士,同时也是诺丁汉大学特约教授。自1999年和2006年以来,他分别担任达沃斯(Davos)每年一度“世界经济论坛”的特邀评委成员和国际传媒委员会的成员。2006年7月他荣获诺丁汉大学文学博士;在同年12月他又荣获伦敦政治经济学院科学(经济)博士荣誉教授的称号。

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