Is trade intensity now lower? How have trade patterns changed? What is the future of Global value Chains? Catherine Mann answers these questions with a series of interesting graphs.
The Changing Landscape of Global Trade
Author: Catherine L. Mann – OECD
We believe that the world is now leaving globalization behind it and moving to a more distinct multipolar setting
Getting over Globalization
Authors: Michael O’Sullivan and Krithika Subramanian – Credit Suisse
Trade is slowing because Chinese growth has slowed down from 10{5e7f07e14add20b2e04f4edb85a447d3cd8121fc27b809645e9fed603c22cc5c} to 6{5e7f07e14add20b2e04f4edb85a447d3cd8121fc27b809645e9fed603c22cc5c} or so, and its export growth has slowed down commensurately. And global supply chains cannot be made more and more elaborate forever. Cross-border financial flows are no longer growing faster than everything else because regulators have wisely cracked down on cross-border bank lending, which is the most volatile component of cross-border flows.
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