AnalysisDC @analysis_dc
IR Analyst Joined April 2022-
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#SUERFpolicybrief “Assessing the impact of US #tariffs on the European automotive industry" by José Serrano (@raboresearch) 📄 tinyurl.com/yc26wzs7
“The top 10 mineral commodities, in descending order by the estimated probability-weighted impact of supply disruptions on the U.S. economy, are samarium, rhodium, lutetium, terbium, dysprosium, gallium, germanium, gadolinium, tungsten and niobium.” doi.gov/pressreleases/…
Indonesians fret that talk of nuclear power could be just hot air Gelasa is just one of nearly 30 potential sites the government is considering for nuclear power. These sites are generally in coastal areas to ensure access to plentiful water for cooling. s.nikkei.com/4mWkqHY
China's rare-earth power is featured in this morning's Chartbook Top Link. Visit the link in the comment to read the full article.
Exclude Ireland and pharmaceutical trade, and over 42% of the EU’s goods trade surplus with the U.S. disappears. democracychallenged.com/2025/05/29/van…
American financial dominance meets Chinese manufacturing dominance. As I’ve said before, there are many double-edged swords in the highly interdependent US-China relationship. Great point here from @ChorzempaMartin Source: nytimes.com/2025/08/24/bus…
Wagner’s exit from Africa didn’t slow Russia down. It changed the game. ow.ly/FrKV30sP3a2
China has laid a rare earths trap for the west Hardly Gideon, the west has failed to realize that industrial policy is required for the industries of the future.... ft.com/content/5cd7bc… via @FT
Everyone says the US is finished. Meanwhile, foreign investors are buying US assets at record pace. The 12-months sum of foreign flows into LT US assets reached an alltime-high in June. As we always said, "De-Euroization" comes before #Dedollariation 🇺🇸💶 ht @robin_j_brooks
Spain's headline economic growth comes from a large government spending increase, rising immigration, tourism and EU fund inflow. It hides enormous challenges: massive unemployment and labour slack, negative net real wage growth and poor productivity.
@JavierBlas 🚨 Orsted shares plunge after U.S. gov orders halt to a nearly finished wind project. 📉 Stock down ~17% today — and now off ~80% vs 5 years ago. 💰 Still moving ahead with $9.4B rights issue, backed by Danish state. Shares now oversold and likely to bounce but extreme caution…
@JavierBlas 🚨 Orsted shares plunge after U.S. gov orders halt to a nearly finished wind project. 📉 Stock down ~17% today — and now off ~80% vs 5 years ago. 💰 Still moving ahead with $9.4B rights issue, backed by Danish state. Shares now oversold and likely to bounce but extreme caution… https://t.co/C56USx3e2Z
BREAKING: European wind giant Orsted plunges ~19% after Trump administration halts construction of key wind farm. The Danish company was already struggling financially, trying to raise >$9 billions in an emergency equity injection
Long-term portfolio flows by foreigners into the US are at record highs. Those inflows are offset by short-term outflows based on expectations of big Fed cuts, which assume benign inflation. A tension that can't last and will end in a strengthening Dollar. robinjbrooks.substack.com/p/foreign-flow…
Germany is in big trouble. The massive fiscal stimulus announced in March just racks up debt and isn't lifting manufacturing. No surprise. Germany is suffering from a cost shock and too much red tape. You don't fix that with fiscal stimulus and debt. You just make things worse...
Good Morning from Germany, where an increasing number of companies are being forced to shut down. Acc to preliminary data from the Federal Statistical Office, the number of regular insolvency filings in July 2025 rose by 19.2% YoY.
“There is a big difference between OPEC quotas, production and exports.”
Democracies only grow faster than autocracies because of personalist leaders. Bad things mainly happen in overcentralized, unchecked regimes, from @cblatts, Scott Gehlbach, and Zeyang Yu nber.org/papers/w34093
Germany's in trouble. Its manufacturing faces a structural shock for which the fix is a weaker Euro and structural reforms. But its intellectual elite think the fix is fiscal stimulus & more debt, a policy that's only led to more debt - not growth - in the rest of the Euro zone.
For all the hopes of an AI-driven productivity boom, its just not showing up in reality.
OUCH! The S&P 493 – that’s the S&P 500 excl “Magnificent 7” – is expected to deliver just 2-3% net income growth in Q2, Q3, and Q4. That’s slower than inflation, meaning most of the market is barely growing in real terms. Measured against this, US equities are quite expensive!…
CharlotteSam @va0xs646zDE76P
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Grape @Grape1069
65 Followers 902 Following “We are what we repeatedly do. Excellence, then, is not an act but a habit.” Hobbies: badminton and yoga 。I am a fashion designer
Dolphin @dolphin1355
135 Followers 401 Following Nothing in life is to be feared, it is only to be understood.Hobbies: watching movies, singing, and mountain climbing。I am a fashion designer
Dwoulorw @Dwoulorw235
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Meeuimau @Meeuimau570484
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Floriana @Idodfof005
15 Followers 915 Following Don’t be the girl who needs a man, be the girl a man needs.
Vollker Wiieland @WielandvoIker
395 Followers 7K Following Money & macro, models & policy, German economy, formerly German Council of Economic Experts
GlückTeilen @fkqJIA1b2PVAAN
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Fuikea @Fuikea9674709
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Riley @ioe_cA
2K Followers 3K Following When you give joy to other people, you get more joy in return. You should give a good thought to happiness that you can give out. Travel✈️food🍔 investment🚀
Lars P Felld @Lars_Felld
467 Followers 6K Following University of Freiburg, Walter Eucken Institute, Former Chairman of the German Council of Economic Experts
Marshmallow Bun 🍥 @jooxdjksw
112 Followers 313 Following Don’t envy others who shine—you can be your own sunshine💪
Irpefo @Irpefo27707
64 Followers 774 Following
Eden @SoutheaulcKBcm
66 Followers 104 Following "Push yourself, because no one else is going to do it for you."
Scott Moskowitz, PhD @ScottyMoskowitz
399 Followers 1K Following Sociologist, China watcher, reformed expat, old-man BJJ blackbelt 🥋 w bum knees. Spurs fan, Grower of 🌶️
SUERF - The European ... @suerf_org
2K Followers 223 Following Bringing together policy makers, the financial industry and academics since 1963. Independent and authoritative analysis and debate on money and finance issues.
JEEA @JEEA_News
10K Followers 10 Following The Journal of the European Economic Association publishes articles of the highest scientific quality in theoretical and empirical economics.
EIEF - Einaudi Instit... @EIEF_Rome
2K Followers 24 Following The official account of the Einaudi Institute for Economics and Finance (EIEF), a research institute in Rome, Italy.
Global Capital Alloca... @GCAProject
3K Followers 21 Following Research lab on how capital moves around the world aiming to improve international economic policy. Directed by Matteo Maggiori and Jesse Schreger.
Secretary Marco Rubio @SecRubio
1.5M Followers 9 Following 72nd Secretary of State serving under the leadership of @POTUS Trump.
Matthew C. Klein @M_C_Klein
58K Followers 710 Following Founder of THE OVERSHOOT and UN/BALANCED | co-author of TRADE WARS ARE CLASS WARS | For speaking: https://t.co/bD8a12V37O
Laura Ingraham @IngrahamAngle
5.3M Followers 680 Following Mom, author, host, The Ingraham Angle, 7p ET @FoxNews. Retweets do not = Endorsements
Karen Young @ProfessorKaren
13K Followers 1K Following Senior Research Scholar @Columbia Center on Global Energy Policy @ColumbiaUEnergy; political economist focused on Gulf/MENA; @MiddleEastInst; Member @CFR_org
Erica Komisar, LCSW @EricaKomisarCSW
6K Followers 1K Following Psychoanalyst, Parent Coach, Author. Helping individuals to live more satisfying lives and raise healthier children. Order my book: https://t.co/BfcevrR8n7
Control Risks @Control_Risks
19K Followers 714 Following Control Risks is a global specialist risk consultancy that helps to create secure, compliant and resilient organisations.
World Oil @WorldOil
147K Followers 595 Following World Oil provides the latest news and trends in the exploration, drilling and completion of onshore and offshore oil and gas.
Energy Intelligence @energyintel
71K Followers 884 Following Energy Intelligence is the leading energy information company. Our insights make us your essential guide to navigate the changing world of energy.
Energy Aspects @EnergyAspects
20K Followers 123 Following EA is the leading provider of data & intelligence to energy market participants
OIES @OxfordEnergy
15K Followers 1 Following Specialising in advanced research into the economics and geopolitics of the energy transition and international energy across oil, gas and electricity markets.
Wei. Zhang @WeiZhangAtmos
10K Followers 814 Following Atmospheric scientist. Climate, Stats, data. Born 328ppm. I am not Utah St Met or UFC champ. 瘋狂的亞洲富人.
Foreign Affairs @ForeignAffairs
929K Followers 2K Following A magazine of U.S. foreign policy and international affairs, founded in 1922. Sign up for our newsletters: https://t.co/MpbtG0OxgB
FT Energy @ftenergy
137K Followers 57 Following @financialtimes feed with news, analysis and explainers about energy around the world. Sign up to the newsletter, Energy Source ⬇️
International Energy ... @IEA
272K Followers 806 Following Shaping a secure & sustainable energy future. We provide data, analysis & ambitious real-world solutions on all fuels & technologies. Exec Director: @fbirol
Daniel Yergin @DanielYergin
42K Followers 173 Following Author: The New Map: Energy, Climate & Clash of Nations - https://t.co/tabM3AxibC; The Quest; The Prize; Pulitzer Prize winner; Vice Chairman S&P Global
Jason Furman @jasonfurman
177K Followers 2K Following Professor at Harvard. Teaches Ec 10, some posts might be educational. Also Senior Fellow @PIIE & contributor @nytopinion. Was Chair of President Obama's CEA.
Robin Brooks @robin_j_brooks
347K Followers 226 Following Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: [email protected].
International and Mon... @int_mon_econ
5K Followers 2K Following Our network covers a broad range of topics in international and monetary economics. Initially, it consisted of alumni of Uni Bern. Everyone is welcome to join.
World Bank @WorldBank
3.8M Followers 892 Following The official World Bank account. Our vision is to create a world free of poverty on a #LivablePlanet. Check: @BancoMundial, @Banquemondiale & @AlbankAldawli.
Russian Council @Russian_Council
13K Followers 1K Following RIAC provides international relations and foreign policy analysis and connects experts and decision-makers from all around the world.
Jamestown China Brief @ChinaBriefJT
17K Followers 850 Following Deep, timely analysis of PRC strategic trends. rt=/=endorsement. Subscribe to our biweekly newsletter at https://t.co/kFSroOdxkE…
CSIS @CSIS
420K Followers 600 Following A bipartisan institution, CSIS is the top national security think tank in the world. Follows ≠ endorsements.
Kiel Institute (IfW K... @kielinstitute
18K Followers 608 Following Kiel Institute for the World Economy. Germany's institute for international economic research. https://t.co/3O6YfWVi78 ; https://t.co/kEQSeGejKq
Institut der deutsche... @iw_koeln
16K Followers 919 Following Institut der deutschen Wirtschaft | Englisch @iw_institute | Direktor @michael_huether | Impressum https://t.co/JcMmks1Jwf | Datenschutz https://t.co/UI2DkxMWHq
ifo Institut @ifo_Institut
30K Followers 937 Following ifo Institut – Leibniz-Institut für Wirtschaftsforschung an der Universität München e.V. - Shaping the Economic Debate - Impressum https://t.co/ATvDrInxV2
Treasury Secretary Sc... @SecScottBessent
636K Followers 24 Following 79th United States Secretary of the Treasury
Bettina Röhl @bettinaroehl
4K Followers 835 Following Publizistin, Autorin bei Heyne, “So macht Kommunismus Spaß“ “Die RAF hat Euch lieb!“ Journalistin Reposten/ Kommentieren bedeutet nicht automatisch Zustimmung
Becker Friedman Insti... @BeckerFriedman
43K Followers 10K Following The Becker Friedman Institute @UChicago supports inquiry on significant economic and policy questions. RT/Follow ≠ endorsement.
Prof Lennart Nacke, P... @acagamic
54K Followers 83 Following 🧠 Tenured brain, fresh daily takes. Maximum citations but sanity questionable. The prof your prof follows for daily research & AI takes. Quality wins.
Nikkei Asia @NikkeiAsia
416K Followers 84 Following The latest headlines from Nikkei Asia. Sign up for our newsletters: https://t.co/qUtJViCHmb Follow our journalists here: https://t.co/Y1vHImzwy1
Kimberly Donovan @KDonovan_AC
227 Followers 136 Following Director @AtlanticCouncil Economic Statecraft Initiative @ACGeoEcon. Former @USTreasury, FinCEN, NSC. Views expressed here represent my personal opinion.
Dr. Christoph Sprich ... @ChristophSprich
2K Followers 2K Following 👔 Beruflich: Volkswirt für den deutschen Mittelstand 🧢 Privat: ✝️ | 👫👧🧒👧🧒👧👧👧 | 🇩🇪⚔️
Rush Doshi @RushDoshi
32K Followers 4K Following Asst Professor, Georgetown • Director, CFR China Strategy Initiative • Biden NSC '21-24 • Wrote The Long Game: China's Grand Strategy to Displace American Order
Daniela Gabor @DanielaGabor
53K Followers 1K Following Professor of Economics/MacroFinance. Critical macrofinance, central banks, repos, shadow banking, WallStreetConsensus https://t.co/YGZItchHwL https://t.co/XPNo2sR5Gm
Martin Mühleisen @muhleisen
593 Followers 347 Following Senior Fellow, Atlantic Council. Former Head of Strategy, Policy and Review, Chief of Staff at the IMF. All opinions my own. Same handle in the blue yonder.
Financial Times @FinancialTimes
7.4M Followers 996 Following This account is now closed. For the best of FT journalism, including breaking news and analysis, follow @ft
Financial Times @FT
6.2M Followers 1K Following Big stories and breaking news as they are published on https://t.co/EYmAcRLBHv. Register here to access free articles: https://t.co/NRg2hritkA
Bloomberg Markets @markets
2.0M Followers 226 Following Breaking news and analysis on global markets Live updates: https://t.co/5fCN0iMdOA Sign up for the new Markets Daily newsletter: https://t.co/jPvsdu1EIP
Florian Warweg @FWarweg
70K Followers 2K Following Subsubcomandante @NachDenkSeiten, (vorläufig) wieder hinterfragender Expeditionsteilnehmer in den Weiten der leeren Stuhlreihen der BPK, made in GDR.
Slavo @Slavo_Radosevic
195 Followers 148 Following Prof at UCL writing in personal capacity on a variety of issues ranging from innovation studies, innovation policy, to society and critical thinking
NBER @nberpubs
171K Followers 243 Following The National Bureau of Economic Research is dedicated to conducting and disseminating nonpartisan economic research.
Yohan @yohaniddawela
19K Followers 224 Following Sharing insights from the intersection of geospatial data science and economics | PhD in Economic Geography from @lsenews. Views are my own.
Brad Setser @Brad_Setser
136K Followers 989 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Michael Pettis @michaelxpettis
179K Followers 221 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]Trends for United States
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