## dataset overview ## Source details **Canonical URL:** [dataset overview](https://www.imf.org/-/media/files/publications/esr/2026/data/ch1data.xlsx) ## Other formats - [Markdown version](/-/media/files/publications/esr/2026/data/ch1data.xlsx.md) - [Structured JSON version](/-/media/files/publications/esr/2026/data/ch1data.xlsx.json) --- ### Worksheets and scope - Worksheet "ESR Chapter 1 2026": rowCount 32, columnCount 10. - Worksheet "Table of Contents": rowCount 70, columnCount 14. - Multiple figure worksheets (examples shown below) with rowCount and columnCount as listed in the file metadata. Examples include: - "Figure 1.1": rowCount 388, columnCount 43. - "Figure 1.2": rowCount 339, columnCount 33. - "Figure 1.3": rowCount 33, columnCount 25. - "Figure 1.4": rowCount 48, columnCount 46. - "Figure 1.13": rowCount 6852, columnCount 25. - "Figure 1.26": rowCount 40, columnCount 57. ### Content categories represented - Headline series and period labels (examples: 2005, "06", "07", "08", "09", "10", "11", "12" in "Figure 1.1"). - Country and group panels with time-series values (examples: CHN, DEU/NLD, JPN, KOR, TWN, USA, GBR, EA, Oil exporters, Commodity Exporters, ROW). - Detailed decomposition tables (examples: "Current account", "Trade balance in goods except for oil", "Trade balance in oil", "Trade balance in services", "Primary income balance", "Secondary income balance" in "Figure 1.13"). - Policy scenario and projection panels with labeled scenarios (examples in "Figure 1.41", "Figure 1.42", "Figure 1.45", "Figure 1.46" such as "AI Boom", "Own policy", "Policy spillovers", "Continuation of Current Trends", "Simultaneous Adjustment", "China Adjustment", "US Adjustment"). - Tariff and trade-shock series (examples: dates like "2017-01-01T00:00:00.000Z" through "2024-01-01T00:00:00.000Z" with "Applied effective tariffs" values in "Figure 1.10"). - Financial and valuation metrics (examples: "Net Debt", "Net Equity", "NIIP" in "Figure 1.26"; "Valuation Effect - Exchange Rate", "Initial NIIP Position", "2025 NIIP change" in "Figure 1.28"). - Time-frequency panels: monthly ("2023M1", "2023M2", ... in "Figure 1.16"), quarterly ("2024:Q1", "2025:Q2" etc.), semiannual ("2019:H2", "20:H1", ... in "Figure 1.6"), and annual series (e.g., years 1981–2025 in various figures). ### Representative numeric values preserved exactly (selected samples from sheet samples) - Figure 1.1 headline COVID-19 period values: - 2005: 4.835601799336267 - "06": 5.468854694519472 - "07": 5.331984906047757 - "08": 5.173079492727488 - "09": 3.5298330603529045 - "10": 3.926121450922645 - "11": 3.805632592895876 - "12": 3.753067047930087 - Figure 1.2 (components for 2005): - CHN: 0.27492111829396015 - DEU/NLD: 0.3744450490813035 - JPN: 0.35324889202216453 - Surplus AEs: 0.2536659313575912 - USA: -1.5559906555900553 - Overall balance¹ (right scale): 4.835601799336267 - Figure 1.3 (top contribution examples): - "CHN-25": 0.23710301518440247 - "USA-24": -0.19680392742156982 - "DEU-04": 0.1934308409690857 - "DEU-02": 0.12675228714942932 - "USA-05": -0.12478065490722656 - Figure 1.4 (2025 partial row examples): - CHN: 0.6169638311700478 - JPN: 0.18123083637647416 - GBR: -0.10590202865354269 - USA: -0.9443676068960584 - Oil exporters: 0.18616062694784363 - EA: 0.24387486048113813 - Figure 1.5 (United States 2023-24 and 2023-25 examples): - United States 2023-24 Current account: -0.19680394849241645 - United States 2023-25 Current account: -0.0790610207721375 - China 2023-24 Current account: 0.13427275772914848 - China 2023-25 Current account: 0.3713757403575045 - EA 2023-24 Current account: 0.11636358943762215 - EA 2023-25 Current account: -0.0028070729302647757 - Figure 1.6 (investment by sector): - "2019:H2" Manufacturing: 1.6607548322795838; Real Estate (excl land sales): 1.9837563106207294; Total investment in fixed assets: 5.057232658636607 - "20:H1" Manufacturing: -5.255164106000589; Total investment in fixed assets: -3.1000013471893197 - "21:H1" Manufacturing: 9.129340675868423; Total investment in fixed assets: 12.600001544764751 - "22:H2" Manufacturing: 4.5639678197390126; Total investment in fixed assets: 4.219485139903483 - "23:H1" Manufacturing: 3.0314596865216883; Total investment in fixed assets: 3.8000009095796656 - Figure 1.10 (Applied effective tariffs by date): - "2017-01-01T00:00:00.000Z": 1.053848 - "2018-01-01T00:00:00.000Z": 1.031425 - "2019-01-01T00:00:00.000Z": 1.945886 - "2020-01-01T00:00:00.000Z": 2.519691 - "2021-01-01T00:00:00.000Z": 2.419185 - "2022-01-01T00:00:00.000Z": 2.502098 - "2023-01-01T00:00:00.000Z": 1.96236 - "2024-01-01T00:00:00.000Z": 1.96945321559906 - Figure 1.11 (TPU / EPU monthly samples): - "2016-01-01T00:00:00.000Z" TPU: 36.03; EPU: 144.52665766496807 - "2016-03-01T00:00:00.000Z" TPU: 54.33; EPU: 159.28977291016236 - "2016-06-01T00:00:00.000Z" TPU: 74.69; EPU: 231.05573344420372 - Figure 1.13 (selected country balances): - United States Current account: 0.04889230909339437; Trade balance in goods except for oil: 0.02389619847199964; Trade balance in oil: 0.009996435936778458 - Japan Current account: 0.0013152214762785774 - China Current account: 0.16337827885641282 - EA Current account: -0.06417192406097061 - Commodity Exporters Current account: -0.11724435093739695 - ROW Current account: -0.03216953442771821 - Figure 1.16 (US REER monthly examples and 2023-2025 average): - "2023M1" US REER: 111.0026021753384; "2023-2025 average": 113.05827083825378 - "2023M7" US REER: 109.52128208490034 - Figure 1.26 (global balance-sheet metrics excerpt): - "Net Debt" sequence includes 5.415126502781266 and values down to -46.919937195445044 in sample rows. - "Net Equity" sample values include 1.7134697051259047 and 13.146895567126956. - "NIIP" sample values include 7.1285962079071705 and -89.48803235149745. - Figure 1.28 (valuation and NIIP change samples): - ZAF Valuation Effect - Exchange Rate: -3.832932; Initial NIIP Position: 28.75386; 2025 NIIP change: 4648.156 - ARG Valuation Effect - Exchange Rate: 7.832983; Initial NIIP Position: 9.103028; 2025 NIIP change: 7644.594 - BRA Valuation Effect - Exchange Rate: -0.313294; Initial NIIP Position: -38.25032; 2025 NIIP change: 291160.7 - Figure 1.30 (capital flows, monthly 2024 examples): - "2024:M1" China: 16.484333333333336; EM (excl. China): 10.383259999999996; Total: 26.867593333333332 - "2024:M5" China: 18.287666666666667; EM (excl. China): -6.617786666666667; Total: 11.66988 ### Data structure notes relevant for analysis and ingestion - Large cross-sectional tables with country-level decompositions (see "Figure 1.13" with rowCount 6852). - Time-stamped series use ISO 8601 dates for monthly or yearly points (examples "2017-01-01T00:00:00.000Z", "2023M1", "2024:Q1"). - Several panels provide model outputs and counterfactuals with labeled scenario rows and exact numeric contributions (examples across Figures 1.41–1.46 and Figures 1.32–1.35). - Tariff-change and trade-shock coefficients and bounds are provided in some figures (examples in "Figure 1.1.2" and "Figure 1.2.2"). - Many series include negative and positive decimals with high precision (do not round when ingesting). ### Recommended technical handling for downstream use - Preserve all numeric precision when importing (examples include decimals like 4.835601799336267 and 1.96945321559906). - Respect sheet-specific indexing (rowCount and columnCount vary widely; some sheets have many empty/null columns in samples). - Parse ISO 8601 date strings as timestamps for time-series alignment. - Treat panel labels (e.g., "Panel 1", "Panel 2") and scenario names (e.g., "AI Boom", "Simultaneous Adjustment") as categorical metadata for filtering and visualization. - When extracting country-level decompositions (e.g., current account components), preserve the exact column labels: "Current account", "Trade balance in goods except for oil", "Trade balance in oil", "Trade balance in services", "Primary income balance", "Secondary income balance". *Data extracted from ch1data (ESR Chapter 1 dataset sample rows and worksheet metadata).* --- _Source: https://www.imf.org/-/media/files/publications/esr/2026/data/ch1data.xlsx_