ilhan uz
@ilhan-uz.bsky.social
Economist
PhD Student @ Marmara University
I share what I read & find interesting.
Reposts, quotes & likes don't necessarily reflect endorsement.
PhD Student @ Marmara University
I share what I read & find interesting.
Reposts, quotes & likes don't necessarily reflect endorsement.
China’s widening trade surplus with the European Union is fueling fresh concerns that the 27-nation bloc risks becoming a dumping ground for cheap goods in the volatile tariff confrontation between Washington and Beijing. www.bloomberg.com/news/article...
US-China Trade Clash Risks Making Europe Dumping Ground for Cheap Goods
China’s widening trade surplus with the European Union is fueling fresh concerns that the 27-nation bloc risks becoming a dumping ground for cheap goods in the volatile tariff confrontation between Washington and Beijing.
www.bloomberg.com
May 15, 2025 at 7:22 AM
China’s widening trade surplus with the European Union is fueling fresh concerns that the 27-nation bloc risks becoming a dumping ground for cheap goods in the volatile tariff confrontation between Washington and Beijing. www.bloomberg.com/news/article...
Nisan İmalat PMI verilerine bakıldığında, tarife şokunun ilk elden en sert vurduğu ülkeler Meksika ve Kanada ile Güneydoğu Asya (ASEAN) ekonomileri olmuş gibi görünüyor. ABD üzerindeki etkisi ise (son resim) şimdilik üretimden ziyade enflasyon tarafında yoğunlaşmış.
May 5, 2025 at 6:30 PM
Nisan İmalat PMI verilerine bakıldığında, tarife şokunun ilk elden en sert vurduğu ülkeler Meksika ve Kanada ile Güneydoğu Asya (ASEAN) ekonomileri olmuş gibi görünüyor. ABD üzerindeki etkisi ise (son resim) şimdilik üretimden ziyade enflasyon tarafında yoğunlaşmış.
China’s Manufacturing FDI in ASEAN Grew Rapidly, But Faces Tariff Headwinds rhg.com/research/chi...
China’s Manufacturing FDI in ASEAN Grew Rapidly, But Faces Tariff Headwinds
Since the first US-China trade war, ASEAN has emerged as the main destination for firms diversifying their supply chains away from China. Now, hefty reciprocal tariffs on ASEAN economies—delayed for…
rhg.com
April 24, 2025 at 6:05 PM
China’s Manufacturing FDI in ASEAN Grew Rapidly, But Faces Tariff Headwinds rhg.com/research/chi...
"It is premature to assert that a worldwide recession is around the corner, but the breakdown of global trade and elevated policy uncertainty will undoubtedly suppress growth." (Brookings-FT / TIGER report, April 2025 Update) www.brookings.edu/articles/apr...
April 2025 update to TIGER: The world economy shudders and could stall
Eswar Prasad and Caroline Smiltneks examine the state of the global trade and financial markets in light of Trump's tariffs.
www.brookings.edu
April 22, 2025 at 12:18 PM
"It is premature to assert that a worldwide recession is around the corner, but the breakdown of global trade and elevated policy uncertainty will undoubtedly suppress growth." (Brookings-FT / TIGER report, April 2025 Update) www.brookings.edu/articles/apr...
"Trump's attacks on the Fed are pushing the world further off its American axis, as investors lose confidence in the US dollar amid trade wars" (Bloomberg) www.bloomberg.com/news/feature...
April 22, 2025 at 8:36 AM
"Trump's attacks on the Fed are pushing the world further off its American axis, as investors lose confidence in the US dollar amid trade wars" (Bloomberg) www.bloomberg.com/news/feature...
Reposted by ilhan uz
“Until policymakers change the incentives for economies, international trade tensions will not abate.”
@michaelpettis.bsky.social makes the case for a new global trading system:
@michaelpettis.bsky.social makes the case for a new global trading system:
The Global Trading System Was Already Broken
But there’s a better way to fix it than a reckless tariff regime.
www.foreignaffairs.com
April 21, 2025 at 7:58 PM
“Until policymakers change the incentives for economies, international trade tensions will not abate.”
@michaelpettis.bsky.social makes the case for a new global trading system:
@michaelpettis.bsky.social makes the case for a new global trading system:
Chinese trade flows have held up in April despite the imposition of punitively high duties by Donald Trump, as the US president spared many electronic products from some of his levies (Bloomberg) www.bloomberg.com/news/article...
www.bloomberg.com
April 22, 2025 at 7:41 AM
Chinese trade flows have held up in April despite the imposition of punitively high duties by Donald Trump, as the US president spared many electronic products from some of his levies (Bloomberg) www.bloomberg.com/news/article...
Global central banks will mostly stand ready for rate cuts in coming months to cushion their economies from Donald Trump’s trade war www.bloomberg.com/news/article...
Central Banks Stare Into Trade-War Abyss With Rate Cuts Primed
Global central banks will mostly stand ready for interest-rate cuts in coming months to cushion their economies from US President Donald Trump’s trade war.
www.bloomberg.com
April 21, 2025 at 6:59 AM
Global central banks will mostly stand ready for rate cuts in coming months to cushion their economies from Donald Trump’s trade war www.bloomberg.com/news/article...
Now they're ultra rare.
www.reuters.com/markets/comm...
www.reuters.com/markets/comm...
China's rare earth exports grind to a halt as trade war controls bite
Shipments of seven rare earths placed on an export control list last week by Beijing have ground to halt, three sources said, raising the risk of shortages overseas as Chinese exporters begin the long, uncertain wait for government licenses.
www.reuters.com
April 11, 2025 at 8:17 PM
Now they're ultra rare.
www.reuters.com/markets/comm...
www.reuters.com/markets/comm...
Reposted by ilhan uz
We have another update. As of April 11, on average:
US tariffs on China are now 134.7%
China tariffs on the US are now 147.6%
US tariffs on rest of the world are 10.5%
China tariffs on rest of the world are 6.5%
US tariffs on China are now 134.7%
China tariffs on the US are now 147.6%
US tariffs on rest of the world are 10.5%
China tariffs on rest of the world are 6.5%
April 11, 2025 at 1:46 PM
We have another update. As of April 11, on average:
US tariffs on China are now 134.7%
China tariffs on the US are now 147.6%
US tariffs on rest of the world are 10.5%
China tariffs on rest of the world are 6.5%
US tariffs on China are now 134.7%
China tariffs on the US are now 147.6%
US tariffs on rest of the world are 10.5%
China tariffs on rest of the world are 6.5%
Reposted by ilhan uz
📍 Mevduat fai̇zleri̇ üç haftada 5,1 puan, ti̇cari̇ kredi̇ fai̇zleri̇ 8,4 puan arttı.
April 11, 2025 at 2:13 PM
📍 Mevduat fai̇zleri̇ üç haftada 5,1 puan, ti̇cari̇ kredi̇ fai̇zleri̇ 8,4 puan arttı.
Son Dakika
📍 Çin, ABD malına uygulanan tarifeleri %84'e çıkardı - BN
📍 Çin, ABD malına uygulanan tarifeleri %84'e çıkardı - BN
April 9, 2025 at 2:36 PM
Reposted by ilhan uz
At 12:01 Trump's tariffs officially took effect.
Tariffs are now at their highest level in 100 years.
www.bloomberg.com/news/article...
Tariffs are now at their highest level in 100 years.
www.bloomberg.com/news/article...
April 9, 2025 at 4:17 AM
At 12:01 Trump's tariffs officially took effect.
Tariffs are now at their highest level in 100 years.
www.bloomberg.com/news/article...
Tariffs are now at their highest level in 100 years.
www.bloomberg.com/news/article...
Ekonomistler Trump tarifelerinin "Laffer eğrisi"ni tartışıyor. Yani, tarifelerden 600 milyar $ ek gelir vadedilse de ithalat hacminin daralması bu rakamı ciddi şekilde sınırlayacak.
US Tariff Revenue Gains Seen as Undercut by Declining Trade
President Donald Trump’s tariff increases will cause a slump in US trade volumes that’s likely to limit the scope of the extra revenue the federal government can expect to reel in, new projections…
www.bloomberg.com
April 8, 2025 at 9:00 PM
Ekonomistler Trump tarifelerinin "Laffer eğrisi"ni tartışıyor. Yani, tarifelerden 600 milyar $ ek gelir vadedilse de ithalat hacminin daralması bu rakamı ciddi şekilde sınırlayacak.
"Leavitt said China’s retaliatory tariffs were a mistake, and in response, the administration would increase China’s total tariff rate to 104% at midnight."
Reciprocal Tariffs Set for 12:01 A.M. Wednesday, White House Says
White House press secretary Karoline Leavitt confirmed that President Trump’s tariffs, including the steep duties set for Chinese imports, will go into effect just after midnight. Leavitt said…
www.wsj.com
April 8, 2025 at 8:17 PM
"Leavitt said China’s retaliatory tariffs were a mistake, and in response, the administration would increase China’s total tariff rate to 104% at midnight."
Trump's tariff "chart of death" has Wall Street investors grappling with a new reality: They're trade-war collateral damage
Wall Street Is Collateral Damage in Trump’s Trade War
The American investor class — that top 10% that owns almost all of the stocks — is quickly coming to terms with its new, much-diminished status in the era of Donald Trump’s trade offensive. From the…
www.bloomberg.com
April 8, 2025 at 7:16 AM
Trump's tariff "chart of death" has Wall Street investors grappling with a new reality: They're trade-war collateral damage
Uncertainty Shocks Can Trigger Recessionary Conditions
(K. Kliesen, St. Louis Fed, 'On the Economy' Blog, 07.04.2025)
(K. Kliesen, St. Louis Fed, 'On the Economy' Blog, 07.04.2025)
www.stlouisfed.org
April 8, 2025 at 4:20 AM
Uncertainty Shocks Can Trigger Recessionary Conditions
(K. Kliesen, St. Louis Fed, 'On the Economy' Blog, 07.04.2025)
(K. Kliesen, St. Louis Fed, 'On the Economy' Blog, 07.04.2025)
Reposted by ilhan uz
German exports rose more than expected in February as US demand increased in anticipation of tariffs by the Trump administration, but industrial production fell, showing the struggle of the manufacturing sector in Europe's biggest economy reut.rs/4j1q8XE
German exports rose in February ahead of tariffs, industrial production fell
German exports rose more than expected in February as U.S. demand increased in anticipation of tariffs by the Trump administration, but industrial production fell, showing the struggles of manufacturing in Europe's biggest economy.
reut.rs
April 7, 2025 at 7:25 AM
German exports rose more than expected in February as US demand increased in anticipation of tariffs by the Trump administration, but industrial production fell, showing the struggle of the manufacturing sector in Europe's biggest economy reut.rs/4j1q8XE
"Trade justice requires more than poorly designed tariffs. It demands systemic reform: binding labor rights, climate protections, resilient supply chains, and democratic accountability. Trump offers none of that."
(Iza Camarillo / @commondreams.org)
www.commondreams.org/opinion/trum...
(Iza Camarillo / @commondreams.org)
www.commondreams.org/opinion/trum...
Trump's Tariffs Are Extremely Dumb, Just Not For The Reasons You Might Think | Common Dreams
This is a con on a global scale. Trump is not rejecting the corporate trade model. He’s weaponizing it.
www.commondreams.org
April 6, 2025 at 8:38 AM
"Trade justice requires more than poorly designed tariffs. It demands systemic reform: binding labor rights, climate protections, resilient supply chains, and democratic accountability. Trump offers none of that."
(Iza Camarillo / @commondreams.org)
www.commondreams.org/opinion/trum...
(Iza Camarillo / @commondreams.org)
www.commondreams.org/opinion/trum...
Mart'ta %37,1'e yükseldi.
April 5, 2025 at 2:02 PM
Mart'ta %37,1'e yükseldi.
Trump'ın tarife formülü öyle tuhaf ki, 12 bin nüfuslu ada ülkesi Nauru'dan yapılan 2,3 milyon $'lık ithalata (ki %96'sı dondurulmuş balık ve kalsiyum fosfat) bile %30 tarife koyuyor.
ABD'nin 918 milyar $'lık ticaret açığında Nauru'nun payı %0,02 bile değil!
www.bloomberg.com/news/article...
ABD'nin 918 milyar $'lık ticaret açığında Nauru'nun payı %0,02 bile değil!
www.bloomberg.com/news/article...
What Does the US Want From the World’s Smallest Island Nation?
Trade between the US and Nauru is a drop in the bucket of the global economy. That didn’t stop the Trump administration from slapping the country with tariffs.
www.bloomberg.com
April 5, 2025 at 9:56 AM
Trump'ın tarife formülü öyle tuhaf ki, 12 bin nüfuslu ada ülkesi Nauru'dan yapılan 2,3 milyon $'lık ithalata (ki %96'sı dondurulmuş balık ve kalsiyum fosfat) bile %30 tarife koyuyor.
ABD'nin 918 milyar $'lık ticaret açığında Nauru'nun payı %0,02 bile değil!
www.bloomberg.com/news/article...
ABD'nin 918 milyar $'lık ticaret açığında Nauru'nun payı %0,02 bile değil!
www.bloomberg.com/news/article...
Trump ve gümrük vergileri: otokratların bilgiye ihtiyacı yok ki (Erol Taymaz) yetkinreport.com/2025/04/05/t...
Trump ve gümrük vergileri: otokratların bilgiye ihtiyacı yok ki - Yetkin Report
Trump ve gümrük vergileri tartışılıyor. Otoriter yönetimlerde muktedir hakikatin yerine geçiyor. Artık otokratların bilime ihtiyacı yok.
yetkinreport.com
April 5, 2025 at 9:28 AM
Trump ve gümrük vergileri: otokratların bilgiye ihtiyacı yok ki (Erol Taymaz) yetkinreport.com/2025/04/05/t...
Reposted by ilhan uz
NEW 🧵
A quick thread of charts showing how Trump’s economic agenda is going so far:
1) US consumers are reacting very very negatively.
These are the worst ratings for any US government’s economic policy since records began.
A quick thread of charts showing how Trump’s economic agenda is going so far:
1) US consumers are reacting very very negatively.
These are the worst ratings for any US government’s economic policy since records began.
April 4, 2025 at 12:51 PM
NEW 🧵
A quick thread of charts showing how Trump’s economic agenda is going so far:
1) US consumers are reacting very very negatively.
These are the worst ratings for any US government’s economic policy since records began.
A quick thread of charts showing how Trump’s economic agenda is going so far:
1) US consumers are reacting very very negatively.
These are the worst ratings for any US government’s economic policy since records began.
Pazarlıklar hızlı başladı. Vietnam gibi ülkelerin "sıtmaya razı" olması, buralarda üretim veya tedarik yapan (böylece o pazarları da tutabilen) ABD firmalarının çıkarına. Trump bunlara "gel içeride üret" dese de o kadar kolay değil; moda tabirle "öyle bir dünya yok" www.bloomberg.com/news/article...
US Agriculture Head to Visit Vietnam as Trump Teases Tariff Deal
Agriculture Secretary Brooke Rollins said she is headed to Vietnam, after President Donald Trump said the Southeast Asian nation is looking to cut a deal to avoid sharp tariffs on their exports to the...
www.bloomberg.com
April 4, 2025 at 9:52 PM
Pazarlıklar hızlı başladı. Vietnam gibi ülkelerin "sıtmaya razı" olması, buralarda üretim veya tedarik yapan (böylece o pazarları da tutabilen) ABD firmalarının çıkarına. Trump bunlara "gel içeride üret" dese de o kadar kolay değil; moda tabirle "öyle bir dünya yok" www.bloomberg.com/news/article...