Alibaba and Bytedance Dominate China's Full‑stack AI
How strong are AI players from China? It appears that Alibaba and Bytedance are the only major non-US AI players that are present across all five layers of the AI stack. More featured on today's Chartbook Top Links in the comment below. https://t.co/bnNGUl2Myc
Inflation Expectations Stay Anchored Despite Market Concerns
Despite the worries, so far, inflation expectations seem to have remained anchored. Chartbook Top Links of the day has more: https://t.co/HsQjnCDQao
Britain Needs a Fresh Fiscal‑Monetary Blueprint, Not Silence
A new fiscal-monetary framework to renew Britain. This by Louise Haigh in @RenewalJournal pairs well with Chartbook 449 on the silence around the Bank of England: Voldemort on Threadneedle St. https://t.co/XN0sAzyeUS
China’s Elite Shifted From Public to Private Wealth
The transformation of the Chinese “elite” since the 1980s has been dramatic. In the 1980s the richest 5 percent were made up of people drawing their incomes from public sector sources. By 2018 private income predominates and the group is...
Four Unconventional Policies May Counter Rising Economic Tension
Price controls Nationalization Financial repression Fiscal-monetary coordination @GitaGopinath warns that all four of these policies might form a heterodox response to our current situation of high economic tension. https://t.co/4BUheOAiko
Employment Shifts Are Natural Amid China, AI Shocks
When worrying about China shocks and AI shocks it is worth remembering that shifts in the structure of employment are inherent to the process of modern economic growth. Featured in today`s Chartbook Top Links. https://t.co/ZVFw6lleGb
US Slaps Anti-Dumping Duties on Chinese Pea Protein Exporters
Chinese ag-industrial policy story: the US is already levying anti-dumping duties on the following Chinese bio/ag tech firms that were selling underpriced pea protein to the USA. More featured on today's Chartbook Top Links in the comment below. https://t.co/jYxMe3342A
AI Investment Surge Fuels US Trade Deficit Despite Tariffs
Despite record tariff levels, the US trade deficit is widening in large part because of the boom in AI-related investment. More featured on today's Chartbook Top Links in the comment below. https://t.co/e7hFtYSr2M
Iran Conflict Disrupts Global Fertilizer Supply, Hits US
The Iran war is already having major repercussions on fertilizer supply, even in the US! Chartbook Top Links of the day just dropped: https://t.co/p0abfkJwEY
Running the Economy Hot Boosts Productivity Growth (TFP)
Running the economy hot is good for productivity growth (TFP). More on this in the Chartbook Top Links today. https://t.co/nGLBPhtgPz
China's Domestic Coal Shields It From Energy Price Shocks
Because of its heavy reliance on domestically-mined coal, China is far less vulnerable to global energy price shocks than the EU. This and more featured in the Chartbook Top Links today. https://t.co/XIXIgRqQmP
2026 AI Layoffs Severe, yet Lighter than 2022‑23
The news on AI-driven, tech layoffs in 2026 harsh, but it is nowhere near as bad as those in 2022-2023. This and more in the Chartbook Top Links today. https://t.co/L2g5uUoDuE
Ruban I.P.’s 1964 Tretyakov Masterpiece Highlights Chartbook
Ruban I.P. Not for tourists. 1964. State Tretyakov Gallery, featured on today's Chartbook Top Links in the comment below. https://t.co/fudbk4AW4h
Adorno’s Radio Presence Shaped German Public Life
All very well, but you really dont gauge Adorno's presence in German public life unless you take account of radio. People may have been scared to cite him, but he had many channels. Highly recommend this excellent book: https://t.co/goz6lpUwkN
China Relies on Food Imports Far More than US or EU
China is far more dependent on imported food/feed than either the US or the EU. In a world of "food regimes", this is a highly unusual and unique development. https://t.co/5797bIqtl7