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Ruth Judson: TIC data’s limitations hinder foreign investment insights, the Fed’s diminishing focus on monetary aggregates, and the TGA’s impact on currency demand volatility | Macro Musings
Ruth Judson examines critical gaps in U.S. foreign investment tracking through TIC (Treasury International Capital) data, while highlighting the Federal Reserve's reduced emphasis on monetary aggregates and the Treasury General Account's (TGA) outsized influence on currency demand. These institutional shifts complicate macroeconomic analysis during periods of financial instability.
