Changing Global Linkages: A New Cold War?

Gita Gopinath, Pierre-Olivier Gourinchas, Andrea F. Presbitero and Petia Topalova

Gopinath, G. & Gourinchas, P.-O. & Presbitero, A. F. & Topalova, P., “Changing Global Linkages: A New Cold War?” Journal of International Economics, 153, 104042 (2025).

Fragmentation risk in earnings calls

NL Analytics supplies the supporting aggregate index in Supplementary Figure S1.1 of the accepted manuscript, based on the frequency of earnings-call sentences referring to deglobalization and shoring-related terms. The paper’s main trade, FDI and portfolio-flow data have separate sources.

Replication data: Data and code on Mendeley Data (opens in a new tab or window)
Appendix: Supplementary appendix (opens in a new tab or window)

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