klinit.bsky.social
@klinit.bsky.social
Reposted by klinit.bsky.social
Japan's Sojitz to expand Australian rare earth imports
Trading house to diversify medium to heavy rare earths supply chains away from China
trib.al/3aG3D4n
Trading house to diversify medium to heavy rare earths supply chains away from China
trib.al/3aG3D4n
Japan's Sojitz to expand Australian rare earth imports
Trading house to diversify medium to heavy rare earths supply chains away from China
trib.al
February 17, 2026 at 1:56 AM
Japan's Sojitz to expand Australian rare earth imports
Trading house to diversify medium to heavy rare earths supply chains away from China
trib.al/3aG3D4n
Trading house to diversify medium to heavy rare earths supply chains away from China
trib.al/3aG3D4n
Reposted by klinit.bsky.social
Sikorski did this extremely well
Polish Foreign Minister Radosław Sikorski just schooled Czech Deputy Prime Minister Petr Macinka into accepting that the European Union operates as a democracy.
Populists have nowhere to hide when met with hard facts.
An extraordinary exchange. Well worth a watch.
Populists have nowhere to hide when met with hard facts.
An extraordinary exchange. Well worth a watch.
February 15, 2026 at 2:57 PM
Sikorski did this extremely well
Reposted by klinit.bsky.social
Another piece of mercantilist advocacy here. But even if you think mercantilism and import substitution work (I don’t) this doesn’t address the generation of growth in Europe’s much larger service sector.
When EU leaders meet tomorrow to discuss the EU’s competitiveness agenda, they should stop chasing ghosts and confront the real problem Europe‘s economy is facing.
Our latest for @politico.eu with @nilsredeker.bsky.social and @sandertordoir.bsky.social 👇
Our latest for @politico.eu with @nilsredeker.bsky.social and @sandertordoir.bsky.social 👇
Europe is chasing the wrong fix for its growth crisis
The continent’s old growth model no longer works in today’s world. And EU leaders need a plan that matches the scale of this shift.
www.politico.eu
February 11, 2026 at 9:51 AM
Another piece of mercantilist advocacy here. But even if you think mercantilism and import substitution work (I don’t) this doesn’t address the generation of growth in Europe’s much larger service sector.
Reposted by klinit.bsky.social
The finding comes from a new NBER study from researchers at Yale, Stanford, and Google.
Using anonymized Google Maps trip data, they measured how vehicle speeds changed following congestion pricing‘s implementation in NYC vis a vis peer cities in the US.
www.nber.org/papers/w33584
Using anonymized Google Maps trip data, they measured how vehicle speeds changed following congestion pricing‘s implementation in NYC vis a vis peer cities in the US.
www.nber.org/papers/w33584
January 30, 2026 at 2:12 PM
The finding comes from a new NBER study from researchers at Yale, Stanford, and Google.
Using anonymized Google Maps trip data, they measured how vehicle speeds changed following congestion pricing‘s implementation in NYC vis a vis peer cities in the US.
www.nber.org/papers/w33584
Using anonymized Google Maps trip data, they measured how vehicle speeds changed following congestion pricing‘s implementation in NYC vis a vis peer cities in the US.
www.nber.org/papers/w33584
Reposted by klinit.bsky.social
Wonder who Richard was referring to here...
January 29, 2026 at 9:37 AM
Wonder who Richard was referring to here...
Reposted by klinit.bsky.social
New year, new semester, but this offer still stands #EconSky
Regular reminder, as many colleagues will be prepping for a new semester, that if you use any of my books in your teaching, I'd be more than happy to zoom into your classroom for a guest lecture, Q&A, or whatever (schedule permitting) 📈📉 I mean it! Just get in touch.
January 16, 2026 at 12:49 PM
New year, new semester, but this offer still stands #EconSky
Reposted by klinit.bsky.social
Ab heute gibt es mein Buch im Handel. Es geht um Russland, China und die Frage, was es heisst, wenn die USA vom Verbündeten zum Bully werden.
Mein Buch zeigt, vor welchen sicherheitspolitischen Herausforderungen Europa steht, was zu tun ist, und welche Rolle Deutschland dabei spielt.
Mein Buch zeigt, vor welchen sicherheitspolitischen Herausforderungen Europa steht, was zu tun ist, und welche Rolle Deutschland dabei spielt.
January 27, 2026 at 8:07 AM
Ab heute gibt es mein Buch im Handel. Es geht um Russland, China und die Frage, was es heisst, wenn die USA vom Verbündeten zum Bully werden.
Mein Buch zeigt, vor welchen sicherheitspolitischen Herausforderungen Europa steht, was zu tun ist, und welche Rolle Deutschland dabei spielt.
Mein Buch zeigt, vor welchen sicherheitspolitischen Herausforderungen Europa steht, was zu tun ist, und welche Rolle Deutschland dabei spielt.
Reposted by klinit.bsky.social
"Island Tinkerers" tells the story of Taiwan’s transformation into a central hub for technological development and manufacturing. @yangyangcheng.bsky.social calls it "a timely intervention and powerful antidote" to all the saber-rattling and myth-making. www.thenation.com/article/worl...
How Taiwan Became the Chipmaker for the World
A new book tells the story of the island-nation’s transformation into a central hub for technological development and manufacturing.
www.thenation.com
January 19, 2026 at 1:57 PM
"Island Tinkerers" tells the story of Taiwan’s transformation into a central hub for technological development and manufacturing. @yangyangcheng.bsky.social calls it "a timely intervention and powerful antidote" to all the saber-rattling and myth-making. www.thenation.com/article/worl...
Reposted by klinit.bsky.social
1/ New Kiel Institute study on 2025 tariffs. The headline finding won't shock anyone who studied 2018-19 tariffs: near-complete pass-through to US importers. Foreign exporters absorbed ~4% of burden; Americans paid ~96%.
www.kielinstitut.de/publications...
www.kielinstitut.de/publications...
America’s Own Goal: Who Pays the Tariffs? - Kiel Institute
www.kielinstitut.de
January 19, 2026 at 11:09 PM
1/ New Kiel Institute study on 2025 tariffs. The headline finding won't shock anyone who studied 2018-19 tariffs: near-complete pass-through to US importers. Foreign exporters absorbed ~4% of burden; Americans paid ~96%.
www.kielinstitut.de/publications...
www.kielinstitut.de/publications...
Reposted by klinit.bsky.social
Good moment to repost my paper from last year, mapping the cards Europe could play in response to US coercion.
Most of them could be played via the anti-coercion instrument. Digital services charges and (de facto) export controls are the keys.
ecfr.eu/publication/...
Most of them could be played via the anti-coercion instrument. Digital services charges and (de facto) export controls are the keys.
ecfr.eu/publication/...
Brussels hold’em: European cards against Trumpian coercion – European Council on Foreign Relations
Faced with an aggressive United States, Europe has more leverage than it realises. Across trade, technology, infrastructure, finance and people-to-people relati
ecfr.eu
January 18, 2026 at 2:44 PM
Good moment to repost my paper from last year, mapping the cards Europe could play in response to US coercion.
Most of them could be played via the anti-coercion instrument. Digital services charges and (de facto) export controls are the keys.
ecfr.eu/publication/...
Most of them could be played via the anti-coercion instrument. Digital services charges and (de facto) export controls are the keys.
ecfr.eu/publication/...
Reposted by klinit.bsky.social
"The US has never had a rival like China: its equal or more in technology, trade and military power."
Bronwen Maddox on the challenge posed to the US by China's rise to power.
Watch in full➡️ bit.ly/4pHKSpH
Bronwen Maddox on the challenge posed to the US by China's rise to power.
Watch in full➡️ bit.ly/4pHKSpH
January 15, 2026 at 11:01 PM
"The US has never had a rival like China: its equal or more in technology, trade and military power."
Bronwen Maddox on the challenge posed to the US by China's rise to power.
Watch in full➡️ bit.ly/4pHKSpH
Bronwen Maddox on the challenge posed to the US by China's rise to power.
Watch in full➡️ bit.ly/4pHKSpH
Reposted by klinit.bsky.social
🎥 Nathan Lane’s keynote at the 1st #IndustrialPolicyLab Annual Conference is now online! Europe’s rearmament, Germany’s record defense investments, and EU defense policy – all in one talk 👇 youtu.be/jt81nPbh98U?...
@nathanlane.bsky.social @zew.de @delorsberlin.bsky.social @vfsecon.bsky.social
@nathanlane.bsky.social @zew.de @delorsberlin.bsky.social @vfsecon.bsky.social
1. Industrial Policy Lab Conference | Keynote European Rearmament & Industrial Policy | Dez 12, 2025
YouTube video by Kiel Institute for the World Economy
youtu.be
December 23, 2025 at 9:16 AM
🎥 Nathan Lane’s keynote at the 1st #IndustrialPolicyLab Annual Conference is now online! Europe’s rearmament, Germany’s record defense investments, and EU defense policy – all in one talk 👇 youtu.be/jt81nPbh98U?...
@nathanlane.bsky.social @zew.de @delorsberlin.bsky.social @vfsecon.bsky.social
@nathanlane.bsky.social @zew.de @delorsberlin.bsky.social @vfsecon.bsky.social
Reposted by klinit.bsky.social
1/ I strongly endorse this op-ed by @marthagimbel.bsky.social of @budgetlab.bsky.social in @theargumentmag.bsky.social .
open.substack.com/pub/theargum...
open.substack.com/pub/theargum...
Don't get fancy with your labor market fixes for AI
AI could be unpredictable. Our labor market response to it shouldn't be.
open.substack.com
December 20, 2025 at 6:59 PM
1/ I strongly endorse this op-ed by @marthagimbel.bsky.social of @budgetlab.bsky.social in @theargumentmag.bsky.social .
open.substack.com/pub/theargum...
open.substack.com/pub/theargum...
Reposted by klinit.bsky.social
... Now @worldbank001.bsky.social economists should draw lessons on the prerequisites for effective IP from the East Asian countries' success -- tech education; formal business-govt fora; postal savings equivalent for digital era; a well-paid civil service, more.....
The great @nbirdsall.bsky.social has a new paper in @aeajournals.bsky.social
She asks how the lessons of the monumental 'East Asian Miracle' report hold up 32 years later.
Was it too skeptical of industrial policy, which is now back in fashion? No, for *most* countries—>
doi.org/10.1257/jep....
She asks how the lessons of the monumental 'East Asian Miracle' report hold up 32 years later.
Was it too skeptical of industrial policy, which is now back in fashion? No, for *most* countries—>
doi.org/10.1257/jep....
December 20, 2025 at 4:45 PM
... Now @worldbank001.bsky.social economists should draw lessons on the prerequisites for effective IP from the East Asian countries' success -- tech education; formal business-govt fora; postal savings equivalent for digital era; a well-paid civil service, more.....
Reposted by klinit.bsky.social
Rightly lots of debates about growth this weekend - rightly because it was low productivity growth that saw wages entirely flatline during the 2010s.
November 30, 2025 at 12:00 PM
Rightly lots of debates about growth this weekend - rightly because it was low productivity growth that saw wages entirely flatline during the 2010s.
Reposted by klinit.bsky.social
PM thanks Zafrul, hints at future role after senatorship ends
PM thanks Zafrul, hints at future role after senatorship ends
Fahmi says it was mentioned at cabinet meeting but there are no details yet.
dlvr.it
November 28, 2025 at 9:25 AM
PM thanks Zafrul, hints at future role after senatorship ends
Reposted by klinit.bsky.social
Not always a fan of Dani Rodrik's writing but this on the response to China's rise seems right - protect national security, focus on innovation not protection of established industries, and target job efforts on services.
Few governments are doing this. www.project-syndicate.org/commentary/c...
Few governments are doing this. www.project-syndicate.org/commentary/c...
How to Respond to Chinese Imports
Dani Rodrik explains what governments should be doing to address the risks to national security, innovation, and jobs.
www.project-syndicate.org
November 28, 2025 at 9:26 AM
Not always a fan of Dani Rodrik's writing but this on the response to China's rise seems right - protect national security, focus on innovation not protection of established industries, and target job efforts on services.
Few governments are doing this. www.project-syndicate.org/commentary/c...
Few governments are doing this. www.project-syndicate.org/commentary/c...
Reposted by klinit.bsky.social
Though I have to say, much as @jamesbowes01.bsky.social predicted on the @ukandeu.bsky.social site recently 😉https://ukandeu.ac.uk/the-coming-collapse-in-immigration/
The coming collapse in immigration to the United Kingdom - UK in a changing Europe
James Bowes analyses the fall in net migration to the UK as a result of government policies and explores some of the political and economic consequences.
ukandeu.ac.uk
November 27, 2025 at 9:58 AM
Though I have to say, much as @jamesbowes01.bsky.social predicted on the @ukandeu.bsky.social site recently 😉https://ukandeu.ac.uk/the-coming-collapse-in-immigration/
Reposted by klinit.bsky.social
The government is committed to further restrictions, remember. Some big risks to other missions ... www.cer.eu/publications...
November 27, 2025 at 10:29 AM
The government is committed to further restrictions, remember. Some big risks to other missions ... www.cer.eu/publications...
Reposted by klinit.bsky.social
Things are only going to get worse:
"Consumer-facing GPT chatbots will inevitably start to monetize their products."
"Consumer-facing GPT chatbots will inevitably start to monetize their products."
November 26, 2025 at 11:23 PM
Things are only going to get worse:
"Consumer-facing GPT chatbots will inevitably start to monetize their products."
"Consumer-facing GPT chatbots will inevitably start to monetize their products."
Reposted by klinit.bsky.social
Our research finds that through the first half of 2025, higher US tariff revenue has little correlation with lower volumes of imports.
Learn more:
Learn more:
Despite tariffs, US imports increased in the first half of 2025, but most exports decreased
President Donald Trump’s cascade of new tariffs, including the “Liberation Day” tariffs of last April, were aimed at reducing imports, and these steps were accompanied by other policies designed to sp...
www.piie.com
November 20, 2025 at 2:22 PM
Our research finds that through the first half of 2025, higher US tariff revenue has little correlation with lower volumes of imports.
Learn more:
Learn more:
Reposted by klinit.bsky.social
1/8
Good FT piece on the increasing difficulty economists have in understanding, correlating and reconciling Chinese economic statistics. This leads to concerns among many analysts that GDP may be overstated, and fairly substantially.
www.ft.com/content/5b9e...
Good FT piece on the increasing difficulty economists have in understanding, correlating and reconciling Chinese economic statistics. This leads to concerns among many analysts that GDP may be overstated, and fairly substantially.
www.ft.com/content/5b9e...
The growing problem with China’s unreliable numbers
Beijing’s GDP figures have drawn scrutiny for years but the questions have become more acute
www.ft.com
November 18, 2025 at 6:17 AM
1/8
Good FT piece on the increasing difficulty economists have in understanding, correlating and reconciling Chinese economic statistics. This leads to concerns among many analysts that GDP may be overstated, and fairly substantially.
www.ft.com/content/5b9e...
Good FT piece on the increasing difficulty economists have in understanding, correlating and reconciling Chinese economic statistics. This leads to concerns among many analysts that GDP may be overstated, and fairly substantially.
www.ft.com/content/5b9e...
Reposted by klinit.bsky.social
Ruh roh.
Japan’s Economy Shrinks for First Time in Six Quarters Amid Tariff Impact
November 17, 2025 at 1:34 AM
Ruh roh.
Reposted by klinit.bsky.social
Big news for all EU neighbours and FTA partners who will get no exemption.
De minimis to be removed in the EU "as soon as possible next year" now confirmed.
Big implications for the UK as well given the budget rumours.
ec.europa.eu/commission/p...
Big implications for the UK as well given the budget rumours.
ec.europa.eu/commission/p...
Remarks by by Commissioner Šef\u010Dovi\u010D following the Economic and Financial Affairs Council
I have just concluded a good, constructive discussion with EU Finance Ministers on the Customs Reform – and, more specifically, on the new rules for e-commerce imports as a crucial part of this reform
ec.europa.eu
November 13, 2025 at 2:50 PM
Big news for all EU neighbours and FTA partners who will get no exemption.
Reposted by klinit.bsky.social
The IMF demanding that China build a welfare state to redress global trade imbalances would certainly be a puzzler for the anti-globalization crowd
...oversupply. Cleaning up the real estate sector could return a semblance of consumer confidence for Chinese households. But it's not enough.
The key lever to boost demand and consumption is fiscal policy and buidling a social welfare state in an environment where households anxiously save.
7/7
The key lever to boost demand and consumption is fiscal policy and buidling a social welfare state in an environment where households anxiously save.
7/7
November 12, 2025 at 8:11 AM
The IMF demanding that China build a welfare state to redress global trade imbalances would certainly be a puzzler for the anti-globalization crowd