I had an excellent exchange with Lizzi Lee and Gerard DiPippo on how (if at all) to raise China’s consumption. Thanks to @AsiaSociety Center for China Analysis for organizing. Why China’s Rebalancing is so Hard: Tensions, Tradeoffs, and Policy Choices youtu.be/WsrItzYK_FQ

China’s investments in Southeast Asia are rising as U.S. tariffs reshape regional trade. As the ASEAN Summit approaches, what do these dynamics mean for the future of China-ASEAN ties? On Oct 27, join Gita Wirjawan, @berthofmanecon.bsky.social , Brian Wong & Kevin Zongzhe Li for an expert discussion

Upcoming invasion of Greenland? 😀

“Thank you for your coordination”

I am listening…. Give Trump a Nobel! And an Emmy. And an Oscar … www.nytimes.com/2025/08/18/o...

BIG NEWS: My book, The Land Trap, is coming out on Nov 4! I've been fascinated by this topic for years. The book tells the story of why land still occupies such a huge role in finance, economics and politics globally, and why that's a source of huge risk. You can preorder NOW!

I gave a talk last month on the internationalization of the Renminbi. The YouTube video is now up: www.youtube.com/watch?v=SFgL...

Happy Fourth of July to all my American Friends wherever you are. It has been a while since I lived in the “beautiful country” but still cherish your generosity, hospitality and friendship towards a foreigner like myself. I consider those traits to be the true American spirit to celebrate today.

“The Chinese simply can’t believe their luck: that at the dawn of the electricity-guzzling era of artificial intelligence, the U.S. president and his party have decided to engage in one of the greatest acts of strategic self-harm imaginable” www.nytimes.com/2025/07/03/o...

I do like next week’s NATO Summit dress code.

Excellent analysis from Finbarr Bermingham with some words from yours truly. Overcapacity: the economic buzzword fuelling Europe’s clash with China www.scmp.com/news/china/d... Explore our updated app & enjoy a 7-day free trial. New users only. Download now: scmp.onelink.me/3586748601/d...

Never thought I would sort of miss him too! www.hinrichfoundation.com/research/art...

Why is Trump not even trying to hide the corruption? Attempt to explain why he has reached a new cruising altitude of kleptocracy -- perhaps way above Putin, Orbán, etc. -- here:

I recently gave a presentation in Shanghai to a group on private investors in China. You can find the slides here: tinyurl.com/596aywcu

For example: Many if not most students applying to US schools from China will be members of the Communist Youth League. Often they aren’t given a choice—it’s either join or have no chance of going to a good high school.

15 Scaramucci’s = 1 Elon.

"Inherently connected: donkeys, gender equality and the trade that threatens them both" - next month in Cõte d'Ivoire the 2nd Pan African Donkey Conference convenes to evaluate how the African Union moratorium on the donkey skin trade is being implemented. www.bond.org.uk/news/2025/05...

Trump: I believe Russia wants peace Russia:

I want Trump to build towers in America, not India www.hindustantimes.com/real-estate/...

I was on @cgtn.bsky.social with Liu Xin’s The Point to discuss the U.S.-China Truce, and what to expect at 90 days and beyond. www.cgtn.com/tv/replay?id...

Best thing I've read joining the dots on Beijing's outreach to the world China’s diplomatic charm offensive - on.ft.com/44mon2P via @FT

A Facebook post unearthed a legend: the lost MingKwai typewriter, designed by Lin Yutang in 1947, resurfaced in a NY basement. Hailed as a marvel yet dismissed as a failure, its rediscovery revives debates over innovation, identity, and what it means to be Chinese, writes @yangyangcheng.bsky.social.

This is very significant. Pre-condition for getting talks going again. CAI2.0 anyone?

'“This is in the zone of the negotiable, and with some work, they could get it over the line,” argues William B. Taylor Jr., a former U.S. ambassador to Kyiv...“There is some optimism to be felt right now,” said a senior European official who has been briefed on the talks.'

Glad to see this up on YouTube so quickly (because everything can change at any time). Great discussion with Christoph Nedopil Wang, Dan Wang, james Laurenceson and yours truly Trump's tariffs and China's trade: What's next? youtu.be/BapuZUp9p0U?... via @YouTube

Great opportunity for an experienced China-focused economist merics.org/en/jobs/dire...

Great opportunity at MERICS. A strong program and an excellent team. And you get to live in Berlin! merics.org/en/jobs/dire...

Hmm.

Fed Chair Jerome Powell says Trump's tariffs are larger than anticipated and could put the central bank in a challenging situation not seen in decades

Japan set for ‘guinea pig’ trade talks with US after Donald Trump’s tariffs https://www.ft.com/content/9f40a62b-ef54-409a-9056-0e54345059bc

And if you want some more detail, I have (finally) published my piece charting the tariff increases of the last two weeks in detail! www.apricitas.io/p/charting-t...

In Edinburgh. First order of business done.

Miran seems to be saying that instead of buying treasuries, exporters should hand the dollars they earn directly to the US treasury as a tax...

My report with Johannes Petry on the internationalization of the Renminbi is out! Available here: www.chinakennisnetwerk.nl/publications...

All this winning is really too much! www.cnbc.com/2025/04/06/s...

In times of crises, Mr. Trump is always laser focused on his golfing handicap

Visited the splendid museum Reina Sophia in Madrid. An excellent exhibition organized around the interbellum-a time of great upheaval but also great creativity-dada, surrealism, cubism.

A moment of serious concern for America’s Five Eyes partners: “The director of the powerful wiretapping and cyberespionage service, the National Security Agency, was fired Thursday…The firings were advocated for by far-right activist Laura Loomer” www.washingtonpost.com/national-sec...

It would be helpful to have a list of bribes per country for which Mr. Trump is prepared to lower tariffs.

This is what Trump's "economists" say about how they calculated the "reciprocal" tariffs. Don[t be fooled by the equation. They commit countless crimes against economics. ustr.gov/issue-areas/... +

The Heard and MacDonald islands can one day be the Singapore of the Arctic.

Please apply! www.jobs.cam.ac.uk/job/50752/

.. and those migratory birds better stay in America during the winter, or they won't be allowed back in