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Ana Maria Santacreu

@anamarias.bsky.social

2.4K followers 260 following 19 posts

International Trade and Macroeconomics at the Saint Louis Fed. Views are my own. https://www.anamariasantacreu.com/ 🇪🇸🇺🇸

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Reposted by Ana María Santacreu

funcas.bsky.social @funcas.bsky.social · Sep 3

En el último episodio de Future is blue (Funcas Europe) @anamarias.bsky.social (St. Louis Fed) analiza los retos de Europa ante la fragmentación del comercio global.

Con la reflexión final de @miguelgonzsim.bsky.social (Funcas).

share.transistor.fm/s/9611f90c

#ComercioInternacional #UE #China

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Reposted by Ana María Santacreu

VoxEU @ CEPR @voxeu.org · Aug 11

@a-gaillard.bsky.social @anamarias.bsky.social‬ et al. document geopolitical shifts using new data on trade, tech, and input concentration & highlight the strategic vulnerabilities facing advanced economies, particularly in Europe, as trade becomes more politicised.
cepr.org/voxeu/column...
#EconSky

Chart showing the global concentration of critical mineral supply chains as of 2023 both extraction and processing.

Global trade is entering a new era shaped by geopolitical alignment and China’s evolving role. China has become a direct competitor in high-tech sectors while dominating critical input markets, creating dual risks for advanced economies in the form of supply dependence and industrial displacement. These risks increasingly reinforce one another, challenging traditional trade logic. This column document these shifts using new data on trade flows, technological overlap, and input concentration – highlighting the strategic vulnerabilities facing advanced economies, particularly in Europe, as trade becomes more politicised.

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Reposted by Ana María Santacreu

International and Monetary Economics Network @intmon.bsky.social · Jul 3

Worth reading carefully!

"Recent Evolutions in the Global Trade System: From Integration to Strategic Realignment" by Florencia Airaudo, François de Soyres, Alexandre Gaillard, and Ana Maria Santacreu.

www.ecb.europa.eu/pub/pdf/sint...

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Ana Maria Santacreu @anamarias.bsky.social · Jul 3

It was so nice to catch up, Birthe! :)

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Ana Maria Santacreu @anamarias.bsky.social · Jul 3

📊 Slides here if you want the visual version:
www.ecb.europa.eu/pub/pdf/sint...

#ECBForum #Trade #Geopolitics

www.ecb.europa.eu

Ana Maria Santacreu @anamarias.bsky.social · Jul 3

The paper, coauthored with Florencia Airaudo, François de Soyres, and Alexandre Gaillard, looks at how strategic competition and geopolitical distance are reshaping global trade.
📄 Paper: www.ecb.europa.eu/pub/pdf/sint...

www.ecb.europa.eu

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Ana Maria Santacreu @anamarias.bsky.social · Jul 3

Wrapped up an amazing few days at the ECB Forum on Central Banking—had the chance to present our paper and dive into some great conversations on trade, tech, and geopolitics.
🔗 www.ecb.europa.eu/press/confer...

ECB Forum on Central Banking

The European Central Bank (ECB) is the central bank of the European Union countries which have adopted the euro. Our main task is to maintain price stability in the euro area and so preserve the purch...

www.ecb.europa.eu

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Reposted by Ana María Santacreu

European Central Bank @ecb.europa.eu · Jul 2

🔵 Watch live: the #ECBForum on Central Banking panel discussion on new industrial developments and the evolving architecture of international trade with:

- Piero Cipollone
- Ana Maria Santacreu
- Diego Comin

Follow the event europa.eu/!9F4cq3

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Reposted by Ana María Santacreu

Birthe Larsen @birthelarsen.bsky.social · Jun 28

Fantastic meeting with friend @anamarias.bsky.social at the Society of Economic Dynamics conference in Copenhagen ❤️❤️❤️ #SED

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Ana Maria Santacreu @anamarias.bsky.social · Apr 6

Vietnam Offers to Drop U.S. Tariffs to Zero. www.nytimes.com/2025/04/06/w...

Vietnam Urges United States to Delay Imposing Tariffs On It

In recent years Vietnam has forged strategic and economic links with the United States, its former foe, making the steep tariff rate all the more of a shock.

www.nytimes.com

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Reposted by Ana María Santacreu

Trade Diversion (Jonathan Dingel) @tradediversion.bsky.social · Apr 5

It's time to read "Bilateral Trade Imbalances" by Alejandro Cunat & Robert Zymek (REStud 2024)

"large and pervasive asymmetries in trade barriers are required to account for most of the observed variation in bilateral imbalances"

doi.org/10.1093/rest... via @anamarias.bsky.social

Bilateral Trade Imbalances

Abstract. If sectoral trade flows obey structural gravity, countries’ bilateral trade imbalances are the result of macro trade imbalances, “triangular trad

doi.org

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Ana Maria Santacreu @anamarias.bsky.social · Apr 5

Great new @trade--talks.bsky.social episode! @chadpbown.com and @soumayakeynes.ft.com dive deep into Trump's #TariffDay! US Tariffs increased dramatically. What does this historic shift mean for global trade?

Trade Talks Podcast @trade--talks.bsky.social · Apr 4

NEW EPISODE

Old friend @soumayakeynes.ft.com joins @chadpbown.com on an emergency episode explaining President Trump’s sweeping April 2 tariff announcement. They cover history, the dollar, and even the U.S. legal system to clarify what we know about the tariff actions so far.

207. What happened on Trump’s tariff day

Soumaya Keynes joins to cohost an emergency episode explaining President Trump’s sweeping April 2 tariff announcement.

tradetalkspodcast.com

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Reposted by Stephen J. Redding, Ana María Santacreu

Trade Talks Podcast @trade--talks.bsky.social · Apr 4

207. What happened on Trump’s tariff day

Soumaya Keynes joins to cohost an emergency episode explaining President Trump’s sweeping April 2 tariff announcement.

tradetalkspodcast.com

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Reposted by Yoto V. Yotov, Ana María Santacreu, Jay Shambaugh , and 2 more Yoto V. Yotov, Ana María Santacreu, Jay Shambaugh, Simon Galle, Aurélien Eyquem

John McLaren @johnmclaren.bsky.social · Apr 4

I'm seeing a huge spike in interest in tariffs from people who normally don't work in the economics of international trade. Here are a few useful things to know about them. (1/14)

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Ana Maria Santacreu @anamarias.bsky.social · Mar 18

Great insights from @pkrugman.bsky.social : The world's changed since his work on agglomeration economies. Geographic concentration of tech now pose geopolitical risks we hadn't imagined. Industrial policy isn't just about growth anymore; it's about security and [email protected]

Trade Talks Podcast @trade--talks.bsky.social · Mar 17

NEW: Nobel Laureate @pkrugman.bsky.social joins to discuss historical lessons plus new thinking on trade, concerns over geographically concentrated production, industrial policy, AI, the Draghi Report, as well as tariffs under President Trump.

🎧 Listen 🎧: tradetalkspodcast.com/podcast/206-...

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Reposted by Ana María Santacreu

Trade Talks Podcast @trade--talks.bsky.social · Mar 17

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Ana Maria Santacreu @anamarias.bsky.social · Mar 7

📢 Call for Papers! 📢
The 6th Women in International Economics Conference will be held at Yale University on Oct 16-17, 2025. Keynote speaker: Penny Goldberg. We invite submissions from junior women in international economics.
📅 Deadline: April 30, 2025
📩 Submit here: forms.gle/ucoE6ZcjqwQ1...

forms.gle

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Ana Maria Santacreu @anamarias.bsky.social · Mar 7

Organizing committee: Laura Castillo, Mayara Felix, @stefaniagaretto.bsky.social, Monica Morlacco, and @anamarias.bsky.social

Reposted by Ana María Santacreu

Shawn Donnan @sdonnan.bsky.social · Dec 18

US graphite producers want a whopping 920% tariff applied to imports of the mineral from China.

That would hurt Tesla & other EV/battery makers who have lobbied against tariffs.

Latest @bloomberg.com story with the great @whereisted.bsky.social:

www.bloomberg.com/news/article...

US Graphite Firms Seek 920% Duty to Thwart China on EV Material

US producers of a crucial material used in electric vehicle batteries have initiated a trade action seeking sharp tariff increases on Chinese graphite, arguing that Beijing’s massive state subsidies a...

www.bloomberg.com

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Reposted by Stephen J. Redding, Christopher M. Meissner, Ana María Santacreu , and 2 more Stephen J. Redding, Christopher M. Meissner, Ana María Santacreu, Dennis Novy, Antoine Berthou

Thomas Sampson @thomsampson.bsky.social · Dec 18

Nice FT write-up of our new Brexit & trade paper by the always excellent @pmdfoster.bsky.social

Rightly notes that our findings (goods exports⬇️6.4% due to TCA, imports ⬇️3.1%) suggest OBR's forecast (long-run trade ⬇️15%) may be an over-estimate of the impact of Brexit

on.ft.com/4iK8esS

Brexit hit to UK trade less than predicted, says study

Larger companies have adapted to red tape at the border, according to London School of Economics research

on.ft.com

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Reposted by Ana María Santacreu

Shawn Donnan @sdonnan.bsky.social · Dec 2

What Donald Trump’s tariff promises might really turn out to be in delivery.

My @bloomberglp.bsky.social colleagues and I came up with a plausible scenario:

www.bloomberg.com/news/feature...

A Roadmap Through the Drama and Realities of Trump’s Trade War

Trump’s tariffs could go in many different directions. Understanding the strategy from his first term, and the priorities of his new team, reveals a potential path ahead.

www.bloomberg.com

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Reposted by Ana María Santacreu

Carmen Díaz Mora @carmendiazmora.bsky.social · Nov 30

Gracias al Grupo de investigación INTECO de @uvalencia.bsky.social y @ujiuniversitat.bsky.social por su XXI workshop donde quienes investigamos en temas de integración económica presentamos nuestros trabajos y escuchamos los de colegas como @anamarias.bsky.social y @jordipaniagua.bsky.social

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Reposted by Ana María Santacreu

Valeria Merlo @valeriamerlo.bsky.social · Nov 30

Yesterday I presented ongoing research on intra-firm cross-border interest flows and tax incentives (with Stefan Goldbach, Arne Nagengast and Georg Wamser) at ESHCC Erasmus University Rotterdam in the interdisciplinary Workshop “The Netherlands a Tax Paradise?”

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Reposted by Ana María Santacreu

Sandy Black @econsandy.bsky.social · Nov 29

How do firms respond when faced with climate shocks? Tarikua Erda's research examines how firms adjust physical capital investment and entry/exit decisions, providing key evidence to a long-standing puzzle. (Among other interesting projects: www.tarikuaerda.com)

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Ana Maria Santacreu @anamarias.bsky.social · Nov 29

Muy bueno conocerte finalmente en persona!

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Reposted by Ana María Santacreu

Jordi Paniagua @jordipaniagua.bsky.social · Nov 29

At the INTECO workshop in Castellon with @anamarias.bsky.social

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Reposted by Ana María Santacreu, Daniel A. Tirado-Fabregat

Nada es Gratis @nadaesgratis.bsky.social · Nov 29

La productividad tras la pandemia: sabemos menos de lo que pensamos (I) nadaesgratis.es/admin/la-pro... Vía @nadaesgratis.bsky.social #Economía

La productividad tras la pandemia: sabemos menos de lo que pensamos (I)

Por Miguel Artola y Francisco Melis Vivimos una era de múltiples retos para los países más desarrollados. Desde 2020 se han producido fuertes cambios en las condiciones económicas como atestigua el i...

nadaesgratis.es

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Reposted by Yoto V. Yotov, Ana María Santacreu

Reposted by Ana María Santacreu

Luca Fornaro @lucafornaro.bsky.social · Nov 27

Two interesting charts from @josephpolitano.bsky.social, calling for two questions. Is high US productivity growth the result of running the economy hot? Did tradable services (temporarily?) replace manufacturing as the engine of growth?

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Reposted by Ana María Santacreu

Julian Hinz @julianhi.nz · Nov 26

Using KITE model with input-output linkages (à la Caliendo & Parro 2015) we find somewhat smaller price effects. Still pretty significant though, CPI + ~0.9%. More tomorrow.

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