Michael Hirson
@hotpotwhynot.bsky.social
📤 104
📥 379
📝 28
China-watcher and considerate Citibiker.
reposted by
Michael Hirson
chris xu
4 days ago
i grew up in china when china was a low-trust (in terms of safety standards) society, so here’s some pasts that might be in our future in the Age of Diarrhea: * wash your own tableware with boiling water as pre-meal ritual at restaurants OR conspicuous glass-front UV-C santization machine for same
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Michael Hirson
Finbarr Bermingham
5 days ago
EU trade enforcer (now the point person on China trade policy) Denis Redonnet is briefing on EU-China relations in EP this morning He confirmed my report on plan for China to make "direct purchase commitments, in particular where trade is taking place via government procurement"
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Michael Hirson
Random Restaurant Bot
7 days ago
Cheng Tim's Restaurant; 7877+WH2, Port Vila, Vanuatu
https://www.google.com/maps/search/?api=1&query=-17.7352387%2C168.3139006&query_place_id=ChIJndrdpmdgiW4RhzsYL8cRFlk
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Michael Hirson
Karthik Sankaran
18 days ago
In other words, Jon Sindreu (who does not seem to be here) is right.
www.reuters.com/commentary/b...
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Breakingviews - Yuan ‘Plaza Accord’ would barely dent China’s edge
G7 pressure for Beijing to revalue its currency have resurfaced but even a 25% increase in the yuan would not overcome China's vast cost edge. Closing the gap requires trimming regulation, funn...
https://www.reuters.com/commentary/breakingviews/yuan-plaza-accord-would-barely-dent-chinas-edge-2026-07-01/
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Michael Hirson
Michael Pettis
21 days ago
SCMP: "A record 156 new models are expected to hit the Chinese automotive market in the second half of 2026, intensifying concerns about small players’ profitability as a new price war looms." Hard to believe that a banking system would willingly fund this much capacity.
sc.mp/jocqi?utm_so...
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How 156 new car models could trigger a ‘do-or-die’ crisis in China’s EV market
A record wave of launches – mostly EVs – threatens to overwhelm demand, forcing smaller players into a fight for survival.
https://sc.mp/jocqi?utm_source=twitter&utm_campaign=3358193&utm_medium=share_widget
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Michael Hirson
Science Friday
24 days ago
Meet Euplotes gigatrox, a super-giant cannibal captured with a scanning electron microscope for our
#PictureOfTheWeek
. Image credit: Ben Larson and Samuel Lord
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Michael Hirson
Phil Plait
about 1 month ago
I don't follow sports so I assume from the photos that the Ghostbusters defeated Gozer
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Michael Hirson
Haeyoon Kim 김혜윤
2 months ago
@sumsung.bsky.social
has a big problem. And it's not just about chips. AI is booming. Profits are soaring. But one question is getting louder: who gets the money? A strike threat has been rattling Samsung for months, quietly holding global chip supply hostage. My latest KTTW piece unpacks it all.👇
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The Samsung Strike: A Fight Over South Korea’s AI-Driven Chip Billions
Samsung has traditionally been untouchable in South Korea in many ways, and nowhere was that more apparent than in its ironclad “no-union management policy.” Even by Korean chaebol standards – most of...
https://koreattw.substack.com/p/the-samsung-strike-a-fight-over-south
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Michael Hirson
Finbarr Bermingham
2 months ago
I was very happy to be asked to go on the latest edition of
@trade--talks.bsky.social
podcast with the fantastic
@chadpbown.com
We got into the weeds of "Europe's trade war with China", from EV tariffs & rare earths to inverters and industrial accelerator Listen:
open.spotify.com/episode/1udo...
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214. Europe's trade war with China
https://open.spotify.com/episode/1udoJ1XB68QG48ylKy6PiJ?si=6d3009b1817742f4
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reposted by
Michael Hirson
Phil Klay
2 months ago
“Defeat for the United States, therefore, is not only possible but likely. Here is what defeat looks like.” This is quite something coming from Robert Kagan
www.theatlantic.com/internationa...
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https://www.theatlantic.com/international/2026/05/iran-war-trump-losing/687094/
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Michael Hirson
Lev Nachman
2 months ago
What did Taiwan actually think of the Cheng-Xi meeting? This week,
@poscwty1.bsky.social
& I have three reports at
@brookings.edu
analyzing new survey data on how Taiwan saw the meeting, 92 Consensus, defense spending, Trump, the US, and more. Here is piece #1:
www.brookings.edu/articles/how...
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How do Taiwanese feel about the Cheng-Xi meeting? | Brookings
Lev Nachman and Wei-Ting Yen present original survey data evaluating how Taiwanese voters saw the Cheng-Xi meeting.
https://www.brookings.edu/articles/how-do-taiwanese-feel-about-the-cheng-xi-meeting/
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Michael Hirson
Tobias Harris
2 months ago
I was honored to be invited to give the annual Griffith and Patricia Way lecture at the Center for Japanese Studies at the University of Washington. I am happy to share the prepared text of my remarks. Useful opportunity to pull some thoughts together.
observingjapan.substack.com/p/takaichi-m...
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Takaichi moment or Takaichi era?
My talk at the University of Washington
https://observingjapan.substack.com/p/takaichi-moment-or-takaichi-era?r=ax7nw
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Michael Hirson
Adam
3 months ago
You can try being a monetary policy maker:
www.frbsf.org/research-and...
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Policy Calibration Tool - San Francisco Fed
This data series is part of the Center for Monetary Research.
https://www.frbsf.org/research-and-insights/data-and-indicators/policy-calibration-tool/
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reposted by
Michael Hirson
Daniel McDowell
3 months ago
Are Bessent's proposed swap lines with Gulf and Asian states an indication that the dollar has become what Susan Strange--the OG theorist of the geoeconomics of international currencies--called a "Negotiated Currency"? A short 🧵(1/10)
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Michael Hirson
James Fallows
4 months ago
Have fixed some typos in this. Still up at same link:
fallows.substack.com/p/your-score...
add a skeleton here at some point
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Michael Hirson
Asia Society Policy Institute (ASPI)
4 months ago
At the recent Two Sessions, China outlined its goals and strategies for the next 5 years. Read key takeaways from
@neilthomas123.bsky.social
, Christopher Johnson, Guoguang Wu, Lyle Morris, Lizzi C. Lee,
@hotpotwhynot.bsky.social
&
@lishuoclimate.bsky.social
👇
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What Happened at China's Two Sessions in 2026?
Read key takeaways from Center for China Analysis's experts on China's Two Sessions in 2026.
https://asiasociety.org/what-happened-chinas-two-sessions-2026
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Michael Hirson
Nick Timiraos
4 months ago
Tillis says he thinks Warsh is well qualified to be Fed chair but isn’t backing down: “It is unfortunate that an ongoing investigation prevents me from voting for Kevin at this time.”
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Michael Hirson
Chris Murphy
4 months ago
I was in a 2 hour briefing today on the Iran War. All the briefings are closed, because Trump can't defend this war in public. I obviously can't disclose classified info, but you deserve to know how incoherent and incomplete these war plans are. 1/ Here's what I can share:
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Michael Hirson
John Culver
4 months ago
China probably hopes that the US again becomes bogged down in a long conflict with Iran, but its strategic plans are usually not based on hope. 1/7
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Michael Hirson
Tobias Harris
5 months ago
Also, I should have shared this earlier but I recorded a great conversation with Ian Buruma and Chang Che about Takaichi:
changche.substack.com/p/into-asia-...
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Into Asia #12: Japan's "Iron Lady"
Japan expert Tobias Harris on Takaichi, one of the most powerful Japanese leaders in a generation
https://changche.substack.com/p/into-asia-12-japans-iron-lady?utm_source=post-email-title&publication_id=2978673&post_id=189847717&utm_campaign=email-post-title&isFreemail=false&r=qftz&triedRedirect=true&_src_ref=app.titan.email&utm_medium=email
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Michael Hirson
Catherine Rampell
5 months ago
Without Trump’s trade wars since 2017, US exports to China would have been nearly 60 percent higher in 2025, or roughly $90 billion annually.
www.piie.com/blogs/realti...
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China no longer buys US exports: Drawing the right lessons for the next Trump-Xi deal
China essentially stopped buying US exports in April 2025. President Donald Trump had started his second term by launching a new trade war that he headlined with steep new tariffs on China. When China...
https://www.piie.com/blogs/realtime-economics/2026/china-no-longer-buys-us-exports-drawing-right-lessons-next-trump-xi
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@rajakorman.bsky.social
, has this been done already?
add a skeleton here at some point
5 months ago
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Trump-Kennedy Center announces new resident orchestra: Stochastic Violins.
5 months ago
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Michael Hirson
Noah Barkin
5 months ago
China is pressing Germany to support the idea of a free trade agreement between the EU and China when Chancellor Friedrich Merz makes his first visit to Beijing next week. See my latest Substack on the visit below...
nbarkin.substack.com/p/china-floa...
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China floats FTA ahead of Merz visit
Seen as ploy to keep EU market open to Chinese goods
https://nbarkin.substack.com/p/china-floats-fta-ahead-of-merz-visit
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reposted by
Michael Hirson
Phil Lewis
5 months ago
The grandson of the inventor of Reese's Peanut Butter Cups is calling out Hershey for "quietly replacing" the candy's chocolate and peanut butter ingredients
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Grandson of Reese's Peanut Butter Cup inventor accuses Hershey of "quietly replacing" ingredients
Brad Reese claims Hershey is cutting costs by relying on cheaper ingredients, risking the Reese's brand.
https://www.cbsnews.com/news/hershey-reeses-peanut-butter-cup-ingredients-grandson-brad-reese/?ftag=CNM-00-10aab7e&linkId=908549285#
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Michael Hirson
Stephen McDonell
5 months ago
Lionel Richie just appeared on
#China’s
New Year TV gala with Jackie Chan and a choir of kids to sing a version of “We Are The World” in English and Chinese.
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reposted by
Michael Hirson
Noah Barkin
5 months ago
Takaichi’s LDP on course for crushing victory in Japan’s elections. China’s coercive pressure campaign against her has clearly backfired
giftarticle.ft.com/giftarticle/...
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Liberal Democratic Party on course for large majority in Japan election
Exit polls suggest Sanae Takaichi’s ruling party and its coalition partner could win 366 seats
https://giftarticle.ft.com/giftarticle/actions/redeem/c5d94cd7-59e8-4507-a9de-19c6b4275a58
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reposted by
Michael Hirson
Tobias Harris
5 months ago
My 2026 Japanese general election thread starts here. We're now less than a half hour to polls closing.
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reposted by
Michael Hirson
Tobias Harris
5 months ago
FREE FOR ALL READERS: Japan is pummeled by snow and plunging temperatures as the campaign enters its final day. Candidates support higher defense spending but there is little consensus on how to fund it. Plus, politicians react to Trump’s endorsement of Takaichi.
open.substack.com/pub/observin...
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The final stretch | Japan Daily Briefing
Candidates and voters brace for winter storms as the campaign heads into its final day
https://open.substack.com/pub/observingjapan/p/the-final-stretch-japan-daily-briefing?r=ax7nw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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reposted by
Michael Hirson
Nanoraptor
6 months ago
Some terrifically titled papers from a discovered collection of NASA research documents found in a skip (with thanks to
@juliarez.placid.horse
)
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Michael Hirson
Paul Krugman
6 months ago
An experiment: A wonkish post that isn't emailed out to subscribers
paulkrugman.substack.com/p/a-wonkish-...
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A Wonkish Note on Tariffs and Inflation
There isn’t really a puzzle here
https://paulkrugman.substack.com/p/a-wonkish-note-on-tariffs-and-inflation
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Michael Hirson
Peter Lucier
6 months ago
I fought in Afghanistan as a Marine. Danes were in Helmand before Marines were. 43 Danes gave the last full measure of devotion because the U.S. asked and we had been attacked. I’m ashamed this man is the commander in chief. This isn’t how you treat friends who bled with you.
add a skeleton here at some point
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reposted by
Michael Hirson
Susan Jakes
6 months ago
I have revered Zha Jianying since I first read China Pop in the late 90s and it was was the greatest to work with her +
@goldkorn.bsky.social
on her part-memoir, part polemical lament, "Trains." Here's a short interview we did about the project.
add a skeleton here at some point
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reposted by
Michael Hirson
Alexandra Petri
6 months ago
www.theatlantic.com/newsletters/...
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Just came across this ad on another Website and, well...
@carlquintanilla.bsky.social
@ivanthek.bsky.social
6 months ago
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Michael Hirson
Elizabeth N. Saunders
6 months ago
📣📣📣Announcing...Chalkboard Politics
@chalkboardpolitics.bsky.social
, a podcast by students, for students (and their teachers). Written, edited, and mixed by the students at
@siwpscolumbia.bsky.social
and distributed by
@goodauth.bsky.social
. 1/
www.podbean.com/media/share/...
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Michael Hirson
David Roberts
6 months ago
For some reason, very few people these days will stand up and say it, but: the US federal bureaucracy is one of the great wonders of the world, staffed with incredibly diligent people who do their jobs well and care deeply. Trump's destruction of the federal apparaus was a historic crime.
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The Purged
Donald Trump’s destruction of the civil service is a tragedy not just for the roughly 300,000 workers who have been discarded, but for an entire nation.
https://www.theatlantic.com/magazine/2026/02/trump-federal-worker-layoffs-interviews/685321/
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Michael Hirson
Jeremy Cliffe
6 months ago
[1/6] A reminder: Europe has cards to use against the US. Lots of them. To cite some examples: - Tighten screws on US digital giants (taxes, fines, even bans) - Export taxes disrupting US supply chains eg pharma - Exclude US firms from European procurement, inc defence
ecfr.eu/publication/...
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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
https://ecfr.eu/publication/brussels-holdem-european-cards-against-trumpian-coercion/
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Michael Hirson
Metropolitan Transportation Authority
6 months ago
“Don’t let trash score on our city!” New York Knicks legend John Starks recorded PSAs to remind riders that courtesy counts! Listen for his announcements on your next subway ride.
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China's record $1.2 trillion goods trade surplus reflects the remarkable strength of its manufacturing sector, but also the weakness of household consumption. In a new article for
@econofact.bsky.social
,
@houzesong.bsky.social
examine the issues and the outlook. Link:
econofact.org/chinas-expor...
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China’s Export Dominance: A Sign of Both Economic Strength and Weakness | Econofact
Chinese dependence on manufacturing as an engine of growth has increased, as resistance to Chinese imports is growing abroad and domestic demand remains low.
https://econofact.org/chinas-export-dominance-a-sign-of-both-economic-strength-and-weakness
6 months ago
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reposted by
Michael Hirson
George Pearkes
6 months ago
Sentiment check: r/wallstreetbets is absolutely libbing out, indistinguishable from Bsky.
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Michael Hirson
Steve Liesman
6 months ago
Alex Manzara, rates analyst at RJ O’Brien calls the fed criminal probe “asinine.” “Anyone with a shred of self-respect currently under consideration to take over as Fed Chair should quietly remove themselves from the running.” I guess I’m not sure the candidates have many shreds left.
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Michael Hirson
Daniel Drezner
6 months ago
Some scattered, occasionally NSFW thoughts.
danieldrezner.substack.com/p/what-i-kno...
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What I Know And What I Do Not Know About the U.S. Incursion Into Venezuela
More of the latter than the former, probably.
https://danieldrezner.substack.com/p/what-i-know-and-what-i-do-not-know
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Michael Hirson
Karthik Sankaran
7 months ago
Here is a link to my latest about this weekend’s events. Longtime followers will recognize the themes in the below shots also link back to about a decade’s worth of venting about drivers of the dollar and LatAm Political Economy.
responsiblestatecraft.org/venezuela-oil/
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reposted by
Michael Hirson
Elizabeth N. Saunders
7 months ago
New piece in
@goodauth.bsky.social
on what Trump's actions in Venezuela might mean.
goodauthority.org/news/what-ha...
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What happens now in Venezuela – and the world?
What happens now in Venezuela – and the world? Trump’s no-guardrails foreign policy raises big questions about the global order, not just about who will run Venezuela.
https://goodauthority.org/news/what-happens-now-in-venezuela-and-the-world/
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reposted by
Michael Hirson
Sarah Bauerle Danzman
7 months ago
This brings the number of CFIUS blocks to 11. 1. - Mamco/Catic (China) 1990 2. Ralls (China) 2012 3. Aixtron/GrandChip (China) 2016 4. Lattice/CanyonBridge (China) 2017 5. Qualcomm/Broadcom (Singapore) 2018 6. StayNTouch/Shiji (China) 2020 7.
Musical.ly/TikTok
(China) 2020 *not enforced*
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reposted by
Michael Hirson
Mark D. Levine
7 months ago
NYC has an excellent tool to see how recently any street has been plowed. Check out PlowNYC at:
plownyc.cityofnewyork.us/plownyc/
Thank you to the 1000s of hard working men and women at
@nycsanitation.bsky.social
who are out battling this storm tonight.
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reposted by
Michael Hirson
Mark D. Levine
7 months ago
Year 1 data on congestion pricing in Manhattan… * Vehicle traffic: -11% * Foot traffic: +3.4% * Storefront vacancy: -0.9% * Pollution: -22% * Revenue for mass transit: $548M So YES this has been a huge success.
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