Bank of England 2026 Discussion paper

Rethinking global imbalances: drivers, risks, and policy priorities

Ambrogio Cesa-Bianchi, Dan Christen, Peter Denton, Will Dison, Aydan Dogan, Ida Hjortsoe, Mark Joy, Jeremy Martin, Daniel Ostry, Roger Vicquery and Simon Whitaker

Cesa-Bianchi, A. & Christen, D. & Denton, P. & Dison, W. & Dogan, A. & Hjortsoe, I. & Joy, M. & Martin, J. & Ostry, D. & Vicquery, R. & Whitaker, S., “Rethinking global imbalances: drivers, risks, and policy priorities,” Staff Discussion Paper, March 2026, Bank of England (2026).

Industrial policy and global imbalances

The paper measures industrial-policy discussion using positive mentions in corporate earnings calls from NL Analytics. Its charts and Annex 1 document the indicator used in the Bank of England analysis; this page refers to that study’s construction and coverage.

Study coverage: Country aggregates and time series documented in Annex 1 of the March 2026 discussion paper.

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