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Shawn Donnan

@sdonnan.bsky.social

Senior Writer for Economics, Bloomberg News. Ex FT. Aussie. Red Sox nation. Opinions mine alone. Reposts not endorsements. sdonnan@bloomberg.net

4,685 Followers  |  3,033 Following  |  243 Posts  |  Joined: 13.11.2024  |  1.736

Latest posts by sdonnan.bsky.social on Bluesky

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Trump Privately Weighs Quitting USMCA Trade Pact He Negotiated President Donald Trump is privately musing about exiting the North American trade pact, people familiar with the matter said, injecting further uncertainty about the deal’s future into pivotal renegot...

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.

11.02.2026 14:42 — 👍 4    🔁 3    💬 5    📌 6
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Trump Follows in Rebuild of Global Trading Order He’s Dismantling Trump has only concluded five trade deals, with a dozen others remaining mere frameworks

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

09.02.2026 13:06 — 👍 7    🔁 3    💬 0    📌 1
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The US Is Flirting With Its First-Ever Population Decline America’s population wasn’t expected to start falling until 2081. Trump’s immigration crackdown means it could happen as soon as this year.

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...

30.01.2026 12:35 — 👍 13    🔁 6    💬 2    📌 0
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The US Is Flirting With Its First-Ever Population Decline America’s population wasn’t expected to start falling until 2081. Trump’s immigration crackdown means it could happen as soon as this year.

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    📌 2
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The US Is Flirting With Its First-Ever Population Decline America’s population wasn’t expected to start falling until 2081. Trump’s immigration crackdown means it could happen as soon as this year.

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...

30.01.2026 12:35 — 👍 13    🔁 6    💬 2    📌 0
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US and China Flip the Global Script as Capital Flows Reverse As the US draws back, China is again dispersing capital globally, leading the rest of the world to confront a fundamental change in their economic relationships with both superpowers.

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...

12.01.2026 12:03 — 👍 20    🔁 10    💬 1    📌 0
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US and China Flip the Global Script as Capital Flows Reverse As the US draws back, China is again dispersing capital globally, leading the rest of the world to confront a fundamental change in their economic relationships with both superpowers.

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...

12.01.2026 12:03 — 👍 20    🔁 10    💬 1    📌 0
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Trump’s $21 Trillion Investment Boom Is Actually Short Trillions Bloomberg Economics analysis shows real investment commitments closer to $7 trillion and many of those are in question.

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...

25.11.2025 16:17 — 👍 22    🔁 9    💬 1    📌 2
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Is Trump Right About the US Getting $21 Trillion in Investment? The White House lists nearly $9.6 trillion in new investment pledges, less than what’s boasted by Trump.

@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...

26.11.2025 19:25 — 👍 11    🔁 3    💬 3    📌 0
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@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.

26.11.2025 06:24 — 👍 19    🔁 6    💬 4    📌 1
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Trump’s $21 Trillion Investment Boom Is Actually Short Trillions Bloomberg Economics analysis shows real investment commitments closer to $7 trillion and many of those are in question.

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

25.11.2025 17:56 — 👍 4    🔁 2    💬 0    📌 0
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Trump’s $21 Trillion Investment Boom Is Actually Short Trillions Bloomberg Economics analysis shows real investment commitments closer to $7 trillion and many of those are in question.

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...

25.11.2025 16:17 — 👍 22    🔁 9    💬 1    📌 2
Big Take: How Trump Tariffs Ended a Small-Town Sawmill - Bloomberg Understand every aspect of the global economy – and know how to make your next move.

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...

14.11.2025 23:08 — 👍 12    🔁 5    💬 0    📌 0
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Bloomberg Economics - Geoeconomics - Climate Economist/Econometrician

📣Bloomberg Economics is hiring a climate specialist:
bloomberg.avature.net/careers/JobD...

16.11.2025 18:01 — 👍 11    🔁 17    💬 0    📌 0
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They Voted for Trump. His Tariffs Took Down Their Family-Owned Sawmill

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."

15.11.2025 00:40 — 👍 67    🔁 23    💬 16    📌 1
Big Take: How Trump Tariffs Ended a Small-Town Sawmill - Bloomberg Understand every aspect of the global economy – and know how to make your next move.

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...

14.11.2025 23:08 — 👍 12    🔁 5    💬 0    📌 0
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China Gains in Asia Great Game Are ‘Undeniable,’ Biden Official Says 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,” former Deputy Secretary of State Kurt Campbell said.

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    📌 0
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Trump's Reordered Trading System The US president is signing trade agreements and "framework" deals on a tour of Asia this week

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...

27.10.2025 13:00 — 👍 12    🔁 4    💬 0    📌 0
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Trump's Reordered Trading System The US president is signing trade agreements and "framework" deals on a tour of Asia this week

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...

27.10.2025 13:00 — 👍 12    🔁 4    💬 0    📌 0
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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...

24.10.2025 15:26 — 👍 7    🔁 4    💬 0    📌 1
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What We Still Get Wrong About Trump’s Approach to China The US president’s “tough on China” reputation belies his interest in striking a deal with the nation, not decoupling from it.

"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...

24.10.2025 20:25 — 👍 8    🔁 7    💬 2    📌 0
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What We Still Get Wrong About Trump’s Approach to China The US president’s “tough on China” reputation belies his interest in striking a deal with the nation, not decoupling from it.

"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...

24.10.2025 20:25 — 👍 8    🔁 7    💬 2    📌 0
Post image Post image

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...

24.10.2025 15:26 — 👍 7    🔁 4    💬 0    📌 1
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Trump’s Duty-Free AI Boom Zips Past the Sluggish Global Economy One persistent theme at last week’s International Monetary Fund and World Bank annual meetings was the resilience of the global economy to the Trump tariff shock. For which there are myriad explanatio...

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...

20.10.2025 13:21 — 👍 9    🔁 5    💬 1    📌 1
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Trump’s Duty-Free AI Boom Zips Past the Sluggish Global Economy One persistent theme at last week’s International Monetary Fund and World Bank annual meetings was the resilience of the global economy to the Trump tariff shock. For which there are myriad explanatio...

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...

20.10.2025 13:21 — 👍 9    🔁 5    💬 1    📌 1
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Trump Tariffs’ Role in First Brands Saga Point to Slowly Emerging Economic Damage The emerging view set to be confirmed at this week’s annual meetings of the International Monetary Fund and World Bank is that the global economy has so far avoided the worst of the tariff pain many a...

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...

13.10.2025 12:21 — 👍 56    🔁 27    💬 4    📌 2
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Trump Tariffs’ Role in First Brands Saga Point to Slowly Emerging Economic Damage The emerging view set to be confirmed at this week’s annual meetings of the International Monetary Fund and World Bank is that the global economy has so far avoided the worst of the tariff pain many a...

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...

13.10.2025 12:21 — 👍 56    🔁 27    💬 4    📌 2
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Trumponomics Is Targeting an Economic Revival Story Pittsburgh shows how universities and hospitals can fuel renewal — and why Trump’s manufacturing push and cuts to higher education could undermine it.

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

03.10.2025 09:13 — 👍 0    🔁 1    💬 1    📌 0
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A Gunmaker’s Lobbying Shows How Trump’s Tariffs Changed the Game Firms close to the administration have seen a surge in revenue as they advise businesses on how to avoid the import duties and play ‘Let’s Make a Deal’ in Trump's Washington

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...

01.10.2025 11:19 — 👍 42    🔁 29    💬 4    📌 10
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A Gunmaker’s Lobbying Shows How Trump’s Tariffs Changed the Game Firms close to the administration have seen a surge in revenue as they advise businesses on how to avoid the import duties and play ‘Let’s Make a Deal’ in Trump's Washington

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...

01.10.2025 11:36 — 👍 4    🔁 3    💬 1    📌 0

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