Reports are that Trump is "privately musing about exiting the North American trade pact."
Deep dive by @joshwingrovebbg.bsky.social into what we know about the upcoming USMCA review.
@sdonnan.bsky.social
Senior Writer for Economics, Bloomberg News. Ex FT. Aussie. Red Sox nation. Opinions mine alone. Reposts not endorsements. sdonnan@bloomberg.net
Reports are that Trump is "privately musing about exiting the North American trade pact."
Deep dive by @joshwingrovebbg.bsky.social into what we know about the upcoming USMCA review.
Hanging over it all are myriad questions over Trump’s intentions with China. The suspicion of many allies and experts being that he is more interested in striking a commercially driven trade deal than isolating an existential rival.
by @sdonnan.bsky.social
Trump’s immigration policies mean the US is flirting with a historic milestone: The first population decline in its history.
My latest Weekend Essay for
@bloomberg.com:
www.bloomberg.com/news/article...
As Trump cracks down on immigration and the nation ponders its appetite for his methods, America’s population is starting to show the effects.
30.01.2026 18:53 — 👍 27 🔁 20 💬 7 📌 2Trump’s immigration policies mean the US is flirting with a historic milestone: The first population decline in its history.
My latest Weekend Essay for
@bloomberg.com:
www.bloomberg.com/news/article...
The US and China are flipping the script.
As the US tries to bring factories home, China Inc is stepping into the vacuum, investing in new production outside China.
My latest @bloomberg.com Big Take with help from colleagues around the world.
www.bloomberg.com/news/feature...
The US and China are flipping the script.
As the US tries to bring factories home, China Inc is stepping into the vacuum, investing in new production outside China.
My latest @bloomberg.com Big Take with help from colleagues around the world.
www.bloomberg.com/news/feature...
Trump keeps hailing an investment boom that he says is set to top $21 trillion in pledges from companies & countries. But as we write in today's @bloomberg.com Big Take the reality is a third of that. And even that $7 trillion faces major questions.
www.bloomberg.com/graphics/202...
@sdonnan.bsky.social on Trump's $21 trn foreign investment claim (& what we had to give up in order to get what we did get which was a lot < $21 trn) #EconSky
www.bloomberg.com/news/newslet...
@sdonnan.bsky.social joins @the11thHour to break down Trump's investment claims.
"If [the administration] was honest about what the investment is, you and I would be doing a segment celebrating investment in America, instead of fact checking it." - @stephruhle.bsky.social.
Gift Link !
Trump’s $21 Trillion Investment Boom Is Actually Short Trillions
Bloomberg Economics analysis shows real investment commitments closer to $7 trillion & many of those are in question.
www.bloomberg.com/graphics/202... via @bloomberg.com @sdonnan.bsky.social Chris Kennedy Adrienne Tong
Trump keeps hailing an investment boom that he says is set to top $21 trillion in pledges from companies & countries. But as we write in today's @bloomberg.com Big Take the reality is a third of that. And even that $7 trillion faces major questions.
www.bloomberg.com/graphics/202...
What happens when Trump’s trade wars hit a family-owned North Carolina sawmill.
I took a roadtrip recently for @davidgura.bsky.social’s @bloomberg.com Big Take podcast.
www.bloomberg.com/news/audio/2...
📣Bloomberg Economics is hiring a climate specialist:
bloomberg.avature.net/careers/JobD...
After President Trump launched his trade war, a family-run lumber company that has been around for almost a century decided to close one of its mills.
"Liberation Day" "damn near liberated me from our business," Wilson Jones told Shawn Donnan. "I'm bitter about that."
What happens when Trump’s trade wars hit a family-owned North Carolina sawmill.
I took a roadtrip recently for @davidgura.bsky.social’s @bloomberg.com Big Take podcast.
www.bloomberg.com/news/audio/2...
China has intensified its competition with the US for influence in the Indo-Pacific, and Beijing’s recent gains in the regional contest are “undeniable,” says former Deputy Secretary of State Kurt Campbell.
11.11.2025 02:30 — 👍 16 🔁 6 💬 3 📌 0Welcome to the choose-your-own-adventure economy.
My latest for the @bloomberg.com Supply Lines newsletter on what this past weekend told us about the plot lines in this global economy. And why they all look fraught…
www.bloomberg.com/news/newslet...
Welcome to the choose-your-own-adventure economy.
My latest for the @bloomberg.com Supply Lines newsletter on what this past weekend told us about the plot lines in this global economy. And why they all look fraught…
www.bloomberg.com/news/newslet...
The AI boom is propping up the US economy. It's also gobbling up all the people, power & capital.
One consequence: It's impeding the manufacturing renaissance Trump wants.
For @bloomberg.com with the great Brooke Sutherland, Mark Niquette & Alex Tanzi.
www.bloomberg.com/news/feature...
"Trump’s views on China have a remarkably consistent thread running through them: He’s often the contrarian in the room pushing back against advisers urging him to crack down on an existential rival."
My @bloomberg.com Weekend Essay on why Trump's no China hawk.
www.bloomberg.com/news/article...
"Trump’s views on China have a remarkably consistent thread running through them: He’s often the contrarian in the room pushing back against advisers urging him to crack down on an existential rival."
My @bloomberg.com Weekend Essay on why Trump's no China hawk.
www.bloomberg.com/news/article...
The AI boom is propping up the US economy. It's also gobbling up all the people, power & capital.
One consequence: It's impeding the manufacturing renaissance Trump wants.
For @bloomberg.com with the great Brooke Sutherland, Mark Niquette & Alex Tanzi.
www.bloomberg.com/news/feature...
The AI investment boom gets a lot of attention. For good reason - it’s propping up US growth.
One thing not mentioned enough: Even as US tariffs have risen the AI boom has been largely duty-free.
My latest @bloomberg.com Supply Lines newsletter.
www.bloomberg.com/news/newslet...
The AI investment boom gets a lot of attention. For good reason - it’s propping up US growth.
One thing not mentioned enough: Even as US tariffs have risen the AI boom has been largely duty-free.
My latest @bloomberg.com Supply Lines newsletter.
www.bloomberg.com/news/newslet...
We have the first multi-billion bankruptcy of the Trump tariff era.
My latest for the @bloomberg.com Supply Lines newsletter:
www.bloomberg.com/news/newslet...
We have the first multi-billion bankruptcy of the Trump tariff era.
My latest for the @bloomberg.com Supply Lines newsletter:
www.bloomberg.com/news/newslet...
Gift Link
Weekend Essay
Trumponomics Is Targeting an Economic Revival Story
Pittsburgh shows how universities & hospitals can fuel renewal — and why Trump’s manufacturing push & cuts to higher education could undermine it.
www.bloomberg.com/news/feature... via @bloomberg.com @sdonnan.bsky.social
Trump’s tariffs - and companies’ push for relief from them - has set off a lobbying boom with more than $900 million spent in the first half of this year.
The big winners: A small group of lobbying firms with close ties to the Trump administration.
www.bloomberg.com/news/feature...
Trump's 50% tariff on Brazil was a crisis for Taurus, which sells most of its low-cost guns in the US. So Taurus called Brian Ballard.
Trump's trade wars are fueling a historic boom on K Street -- especially for lobbyists closest to the president's inner circle.
www.bloomberg.com/news/feature...