Kelly K. Chen @kellychen_macro
Economist at DNB Carnegie. China specialist. Oil market observer. LSE Msc+Bsc Econ Alum. Opinions are my own. Hello twitter! Oslo, Norway Joined May 2020-
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A new paper published in The Lancet — one of the world's most respected health journals — finds that sanctions imposed by the West on developing countries have caused *38 million deaths* since 1971.
Countries with monetary policy that responded earlier and more forcefully (i.e. stronger interest rate hikes) to the post-Covid inflation surge still ended up experiencing more inflation, not less.
What happened to the ‘One big beautiful tax break’????
What happened to the ‘One big beautiful tax break’????
The only people who think there is no genocide are: 1- Those committing the genocide, 2- Governments controlled by those committing the genocide, 3- Psychopathic friends of those commiting the genodice, 4- Retards.
The only people who think there is no genocide are: 1- Those committing the genocide, 2- Governments controlled by those committing the genocide, 3- Psychopathic friends of those commiting the genodice, 4- Retards.
Scoop: China seeks to triple output of AI chips in boost to DeepSeek ambitions *New capacity: 3 plants for Huawei + SMIC doubling (now ~30K WPM) *Cambricon 690 & Huawei 910D to natively support UE8M0 FP8 *Unprecedented alignment to build own AI ecosystem on.ft.com/4n7t8U5
Imponerende
Now I see what Xi meant by private enterprise shouldering the burden, and good news for the rebalancing!
Now I see what Xi meant by private enterprise shouldering the burden, and good news for the rebalancing!
Hva skjer med lønn og inflasjon når demografiske motvinder rår? Japans Ueda hadde noen interessante betraktninger ved Jackson Hole. Særlig la jeg merke i denne figuren om AI bruk (uklart om det er før eller etter DeepSeek og de andre modellene tok av i Kina).
Ikke veldig imponert over ‘handelsavtalen’ mellom USA og EU. Snakk om wishywashy vås! Men interessant at de skal ta i bruk «complementary actions» mot basically Kina. Tipper at det blir mer fragmentering her, men hva ellers kan forventes når EUs sikkerhet avhenger av Trump? 🫣
This -- one of the key passages from the Federal Reserve minutes released today -- highlights both the uncertainties surrounding the central bank's dual mandate and the divisions within the policy-making committee. #economy #markets #federalreserve
Future headline: “The West dislikes water, since China has lakes.”
Future headline: “The West dislikes water, since China has lakes.”
🇨🇳CHINA SET TO TACKLE PETROCHEMICALS OVERCAPACITY WITH OVERHAUL. #CHINA #OOTT mktnews.com/flashDetail.ht…
Buy the dip!
I wonder what that does to inflation expectations
I wonder what that does to inflation expectations
This was a really cool chart.
This was a really cool chart. https://t.co/JczN5gqMAq
How the west got hooked on economic support via @FT on.ft.com/3V3bGE3
My 2cents on this massive opening to foreign young-ish STEM talent while Chinese youth unemployment is at high levels. 1) China is serious about the quest for modernity. Tech has always been core to the ambitions. Much like allowing Tesla to enter (no JV) and compete in China,…
My 2cents on this massive opening to foreign young-ish STEM talent while Chinese youth unemployment is at high levels. 1) China is serious about the quest for modernity. Tech has always been core to the ambitions. Much like allowing Tesla to enter (no JV) and compete in China,…
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