Ceasefire And
✍️ FT editorial 🤔 👉”A prolonged uneasy ceasefire with a blockade may push the war off the front pages and 💥allow Trump to walk away. 👉 the framework deal 👉”It would start with the US easing the blockade and Iran reopening the Strait. 👉”… and compromise on a nuclear deal https://t.co/f3E19qb14q
AI's Net Job Impact Hinges on Demand vs Productivity
Excellent data-illustrated explainer of AI job impact ✍️ @jburnmurdoch 👉“Can AI do this task?” But AI🔜 job per sale ↘️ BUT cost+quality+convinece↗️ SO sales↗️ so jobs may ↗️. 💥AI 🔜 demand & productivity:which wins determines job impact👌 https://t.co/eIlhOyEEet
Trump’s False Price Promises Fuel Voter Anger, Zero Inflation Expectations
Fascinating Krugman Substack: https://t.co/6jRnFjpU3x 👉"So what explains the public’s anger? My hypothesis is that it has a lot to do with the fabulist promises Trump made during the 2024 campaign, when he asserted that grocery prices would come down “on Day...
Markets Already Discounted Trump's Post‑2025 Tariff Threats
Not sure I follow you on this one. After April 2025 markets largely discounted Trump‘s tariff threats. See my ebook, World War Trade https://t.co/WUh40aRFn0
AI and Globalization Threaten White‑Collar Jobs and Welfare State
Yes indeed, upcoming “revolt”: my 2019 OUP book calls it the “Globotics Upheaval” 👉”Computing power is dissolving humans' monopoly on thinking, enabling AI-trained computers to compete for many of the same white-collar jobs. 👉”The combination of globalization and robotics is creating the...
China’s Population Rapidly Ages and Declines
Not a new thoughts, but still stark🎩 @FTAlphaville 💥China is aging & shrinking — fast https://t.co/riFE9HYJoP
AI Tools Empower New Wave of Bank Hackers
Forewarned is fore armed. New level of hacking of banks could come from these AI advances. 👉Cops & robbers when the robbers get a new tool. https://t.co/GKklqa2Kai
China Tightens Export Controls to Counter US Leverage
We’ve seen this movie: 👉China ramps up export controls ahead of Xi-Trump summit to create bargaining chips that will be traded away 👉See Chap 6 in my ebook for account of run up to Busan Summit 2025 🤔 But also prepares weapon to...
From Kennedy’s Optimism to Trump’s Victim Narrative via Globotics
My new Factful Friday in up on (free) Substack; tomorrow on LI. 👉Kennedy’s confidence turned into Trump’s victimhood when the Globotics shocks (globalisation and robotics) hit the US middle class hard and social policy failed to help them adjust. 👉This week’s...
Crypto's Fiat Off
👉✍️ @rbrtrmstrng 👉The point of vulnerability is the “off-ramp” between the crypto system and the traditional financial system. 💥The Iranians “really need to be able to use the funds to buy things, and you more or less have to do that...
Regional Blocs Form New Multi‑Hub Global Trade Order
In case you missed the posting of my new eBook over Easter weekend👇https://t.co/AzOGN20mu3 The April 2025 US tariffs triggered global trade conflict. This column introduces World War Trade: Conflict, Containment, and the Emergent World Trading Order, a new CEPR Rapid...
US Tariff Spike Vanishes by Lunch, Market Wins
A new Factful Friday is up! (I'm catching up for the lost weeks.) https://t.co/fwpvB8ElNV 👉At 12:01am on 9 April 2025, US tariffs hit historic highs. The biggest American tariff hike ever. 👉By lunchtime, most of them were gone. ⭐Grievance-fuelled tariffs had collided with financial...
Tariffs Became Missiles, Sparking a Trade World War
The World War Trade 🎙️ podcast is up! 👉"If tariffs were missiles, the whole world would know that a world war started on April 2, 2025. That is the day Donald Trump launched tariffs against almost every nation in the world." 👉"Hours later, China put...
Predictable, Rules‑based Mega‑regional Pacts Lure Nations Away From Superpowers
EU, CPTPP & USMCA are deep mega regionals but latter no longer rules-based. Nations seeking to diversify away from the giants are attracted by arrangements that 1) are rules-based & have worked for years, 2) don’t involve US or CN,...
New Ebook “World War Trade” Discussed on Podcast
Is there a podcast on my new ebook, World War Trade? Of course ⭐Tim Phillips of VoxTalks & I chat about the book for 20min https://t.co/cUYRcRu5gS