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Soumaya Keynes

@soumayakeynes.ft.com

29K followers 510 following 430 posts

Economics columnist at the Financial Times https://www.ft.com/soumaya-keynes Host of The Economics Show podcast https://link.chtbl.com/economicsshow Singer-songwriter http://bit.ly/2Z6gvjp

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Soumaya Keynes @soumayakeynes.ft.com · Jul 11

**** SOME NEWS ****

The old Trade Talks team is back together... but instead of podcasting, @chadpbown.com and I are writing a book!

It's called "How to Win a Trade War" and it'll be out next Spring.

UK pre-order link: amazon.co.uk/dp/103509018X/

US: www.simonandschuster.com/books/How-to...

How to Win a Trade War: A Guide to an Anxious World: Amazon.co.uk: Keynes, Soumaya, Bown, Chad: 9781035090181: Books

Buy How to Win a Trade War: A Guide to an Anxious World Main Market by Keynes, Soumaya, Bown, Chad (ISBN: 9781035090181) from Amazon's Book Store. Everyday low prices and free delivery on eligible ord...

amazon.co.uk

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Soumaya Keynes @soumayakeynes.ft.com · 1d

Fab "Lunch with the FT" with none other than former USTR, Amb. Robert Lighthizer. Glad @aimewilliams.bsky.social got him on to the topic of economists...

1st 300 clicks free to read...

on.ft.com/42BOj8Z

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Reposted by Soumaya Keynes

Abe Newman @abenewman.bsky.social · 1d

1/ New rare earth restrictions mark escalation in China’s weaponization of interdependence — adopting US extraterritorial permission structures. This is not just an export ban but regulated how global firms use Chinese equipment and material.
www.reuters.com/world/china/...

China expands rare earth restrictions, targets defence, semiconductor users

China tightened its rare earth export controls on Thursday, saying it planned to limit exports to overseas defence firms and semiconductor users and adding five rare earth elements to its list.

www.reuters.com

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Soumaya Keynes @soumayakeynes.ft.com · 1d

The benefits of US government owning a piece of you...

"Inside Intel’s big bet to save US chipmaking — and itself"

www.ft.com/content/e4b1...

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Soumaya Keynes @soumayakeynes.ft.com · 1d

Hooo boy this is going to mean a lot of bureaucracy (if - *IF* - it is fully enforced)

China unveils sweeping rare-earth export controls to protect ‘national security’
www.ft.com/content/c4b2...

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Soumaya Keynes @soumayakeynes.ft.com · 2d

A curse on everyone putting [Figure 1] in the text and then batching all the charts at the end. Not cool.

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Soumaya Keynes @soumayakeynes.ft.com · 2d

How much revenue is on the line as the Supreme Court deliberates over the IEEPA tariffs?

from @bloomberg.com

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Soumaya Keynes @soumayakeynes.ft.com · 2d

Tariff exemptions mean that applied rates are below the headline. Whereas 94% of US goods imports from China face duties, for imports from Canada the share is just 10%.

From @tobyn.bsky.social
www.ft.com/content/c8f0...
And the NY Fed
libertystreeteconomics.newyorkfed.org/2025/10/a-co...

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Soumaya Keynes @soumayakeynes.ft.com · 2d

Why not both? Though not sure the pharma companies have enjoyed the overall Trump experience so far...

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Soumaya Keynes @soumayakeynes.ft.com · 2d

EU pushes new AI strategy to reduce tech reliance on US and China

www.ft.com/content/ea3d...

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Soumaya Keynes @soumayakeynes.ft.com · 2d

Trump is effectively bullying the UK to pay more for its drugs

www.ft.com/content/dd11...

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Soumaya Keynes @soumayakeynes.ft.com · 2d

Fascinating interview with Shanghai University's Yao Yang, from the excellent Sinification substack

open.substack.com/pub/sinifica...

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Soumaya Keynes @soumayakeynes.ft.com · 6d

Link to the piece in @economist.com : www.economist.com/china/2025/1...

China is the GOAT of engineering. Right?

Its next five-year plan must contend with a switch from manufacturing to services

www.economist.com

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Soumaya Keynes @soumayakeynes.ft.com · 6d

Is China really the GOAT of engineering?

From @s1moncox.bsky.social, jumping off Dan Wang's book Breakneck.* Though while China maybe isn't exactly an outlier, its share of engineers does seem *quite* high by international standards.

* Just finished the book, would recommend!

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Soumaya Keynes @soumayakeynes.ft.com · 8d

Eeee the cover for the UK edition of How to Win a Trade War is out!

Pre-order your copy here...
www.amazon.co.uk/How-Win-Trad...

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Soumaya Keynes @soumayakeynes.ft.com · 8d

Why China's surplus might be ok, by @martinsandbu.ft.com

Tho-

"China has failed to persuade trade partners that its surpluses are good for their growth, largely because it has not shown enough interest in making those surpluses contribute to the importers’ growth potential."

tinyurl.com/4cn5ecp5

How I learnt to stop worrying about China’s surplus

Lessons from economic history point to the benign effects of ‘overcapacity’

www.ft.com

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Soumaya Keynes @soumayakeynes.ft.com · 21d

*URGENT RECOMMENDATION*

Anyone visiting or living in London HAS to go see the Benjamin Button musical. It’s only on for a few more weeks and it is SO GOOD. (I just saw it *for the second time*)

Soumaya Keynes @soumayakeynes.ft.com · 29d

Anyone else have OCD about paragraph lengths? As in they must all span six lines, no more, no less? Just me...?

(send help)

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Soumaya Keynes @soumayakeynes.ft.com · Sep 11

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Soumaya Keynes @soumayakeynes.ft.com · Sep 9

Try unflavoured / unsweetened Huel! Tastes a bit like oat milk and you get used to it. Just be prepared for your partner (hi @patrickallies.bsky.social) to be very embarrassed by it

Soumaya Keynes @soumayakeynes.ft.com · Sep 9

imagine if it came in powdered form and you could just add water

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Soumaya Keynes @soumayakeynes.ft.com · Sep 8

yeah... I use it to find things as it's a bit more efficient than google. But beyond the links it throws up I ignore everything it actually tells me!

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Soumaya Keynes @soumayakeynes.ft.com · Sep 8

On the one hand, so many abstracts are truly terrible

On the other hand, this will almost certainly throw up many *many* howling errors

On the other hand, as someone who wouldn't rely on the AI summary, and assuming many others would, this could give me some kind of competitive advantage?

Ben Litherland @benlitherland.bsky.social · Nov 4

Well I'm sure this won't negatively impact the idea of scholarship as a shared collective endeavour to better understand the world.

Screen cap of Google scholar page. "AI outlines in Scholar PDF Reader: skim the bullets, deep read what you need"

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Soumaya Keynes @soumayakeynes.ft.com · Sep 8

a cat is sitting on a bed with the words `` hate you '' on it .

ALT: a cat is sitting on a bed with the words `` hate you '' on it .

media.tenor.com

Soumaya Keynes @soumayakeynes.ft.com · Sep 7

and yes I will lose sleep over whether I did the capitalisations correctly

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Soumaya Keynes @soumayakeynes.ft.com · Sep 7

Writing a book called "How to Win a Trade War" and we might need a chapter called "Stuff We Didn't Think We Would Have to Say Was a Bad Idea But 2025 Here We Are"

Fal Rising @falrising.bsky.social · Sep 7

Following the Hyundai raid, LG Energy Solution suspended most business trips to the US and directed employees to return home immediately. It comes less than two months since South Korea committed $350B in US investments, including a $26B Hyundai steel mill in Louisiana.

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