We just launched Season 3 with an accompanying blog, a new feature of the podcast!
@adamposen.bsky.social
@piie.com
@adamposen.bsky.social
President, PIIE. Globalist. Former central banker. Political economy with a policy purpose. Writes on macroeconomic policy, G7/China relations, globalization, and economies of US, UK, Germany, Japan, and PRC.
We just launched Season 3 with an accompanying blog, a new feature of the podcast!
@adamposen.bsky.social
@piie.com
Listen to PIIE Insider LIVE wherever you get podcasts!
10.11.2025 14:40 β π 1 π 1 π¬ 0 π 0Definitely worth a listen to @mdebolle.com on @npr.org On point discussing the Argentina bailout by the US government @wbur.org @piie.com
www.wbur.org/onpoint/2025...
I was a guest on NPRβs On Point today discussing the U.S.-Argentina bailout.
@piie.com
@adamposen.bsky.social
www.wbur.org/onpoint/2025...
@adamposen.bsky.social explains why some effects from Trumpβs policies, like tariffs & deportations, are lagged & why he worries erosion of Fed independence plus the adminβs crypto policies could lead to financial instability.
Watch:
I appreciate @chinadailyusa.bsky.social 's accuracy and fairness in presenting my views in this article. Thanks to
Anjali Bhatt for the discussion leading to this on #piieinsiderlive from @piie.com
podcasts.apple.com/us/podcast/a...
This is a good summary of my assessment of the Trump economic policies after one year, and what is to come.
There is a consistent thru line to the Trump program which was evident by Nov '24,but that does not make it a coherent policy nor reduces uncertainty.
global.chinadaily.com.cn/a/202511/14/...
New podcast: me reflecting on US economic policies since the election, what we foresaw, what surprised, what the impact has been and will be.
Includes a warning about the seeds being sown for the next financial crisis by Trump's crypto and Fed policy combo.
podcasts.apple.com/us/podcast/a...
NOVEMBER 7: It's been a year this week since the US presidential election...& one year of PIIE Insider LIVE!
@adamposen.bsky.social is coming back onto the podcast to discuss what's changed in the US & global economy.
Tune in live or subscribe wherever you get podcasts: www.piie.com/events/2025/...
Sorry, I have been away (in general and from BlueSky).
Please email me at posena@piie.com
Congress's role in the trade war: A bipartisan conversation with Senators Kaine and Paul
Live Today 5:45pm ET @piie.com
www.piie.com/events/2025/...
Yes, inflation from tariffs is happening.
Will inflation expectations stay low? Mebbe not
www.theguardian.com/business/202...
Live webcast today 10:45 ET Surveying the new economic geography with @AdamPosen and @joshualipsky
Live at @IMFNews
Watch here!
www.youtube.com/live/kNiZYVd... via @YouTube
If you'd like a break from doomerism, @mdebolle.com & I had a good time recording this new @piie.com podcast to explore potential paths forward for clean energy industrial policy.
We touched on IRA lessons learned, abundance, bottom-up policy design, & yes...bagels.
β
www.piie.com/experts/podc...
Robust investment in the US in AI-related categories has more than compensated for softer investment elsewhere.
Find these charts & so many more, & watch the presentation here: www.piie.com/events/2025/...
The New China Shock is on Low and Middle Income Countries (LMICs) High and rising imports of low-skilled products from China Magnitude and pace of China shock much greater than for rich countries
China Shock 2.0 Exaggerated Implication: now impact for rich countries is mostly from Chinese high skilled esports Magnitude and pace of China Shock 2.0 significantly smaller than China Shock 1.0 China SHock 2.0 no longer macro-economic but sectoral/technological/security
Rather than worrying about the China Shock 2.0 in developed economies, we should be much more worried about the China Shock 1.0 in low- & middle-income countries, Arvind Subramanian says.
Find slides & watch the Global Economic Prospects event here: www.piie.com/events/2025/...
Global growth holds up despite policy headwinds and rising risks - New blog by Karen Dynan
Latest global economic propsects from @piie.com
www.piie.com/blogs/realti...
Must see TV: PIIEβs Adam S. Posen on why inflation impact from tariffs and deportations has been lagged www.piie.com/newsroom/sho...
10.10.2025 11:47 β π 12 π 6 π¬ 0 π 0US-China tariffs: where do they currently stand?
- US average tariff on imports from China: 57.6%
- China average tariff on imports from US: 32.6%
Note: We have been updating this chart since September 2019
Most large, advanced economies face slower GDP growth next year, while China and India withstand tariff drag
Our Fall 2025 Global Economic Prospects shows that real global GDP is projected to rise 3.1% in 2025 & 2.9% in 2026. #PIIECharts
14.10.2025 15:25 β π 5 π 2 π¬ 1 π 0PIIE Fall Meetings Coming up in October 2025 | Watching at piie.com/events -- October 8 | 1:00 PM EDT Chinaβs economic outlook: Challenges and opportunities Martin Chorzempa (PIIE), Tianlei Huang (PIIE), Mary E. Lovely (PIIE), Yeling Tan (PIIE) -- October 9 | 1:00 PM EDT Global Economic Prospects: Fall 2025 Karen Dynan (PIIE), Arvind Subramanian (PIIE), Adam S. Posen (PIIE) -- October 14 | 3:00 PM EDT PIIE Insider LIVE: Maurice Obstfeld on trade and the international financial system Anjali V. Bhatt (PIIE), Maurice Obstfeld (PIIE) -- October 15 | 9:00 AM EDT Trade Winds: How is the world adjusting to a new trading landscape? Cecilia MalmstrΓΆm (PIIE), Mari Elka Pangestu (National Economic Council; PIIE), Hector Torres (Centre for International Governance Innovation) -- October 16 9:00 AM EDT The changing dollar regime: An update Joseph E. Gagnon (PIIE), Maurice Obstfeld (PIIE), Moritz Schularick (Kiel Institute for the World Economy), Adam S. Posen (PIIE) 1:30 PM EDT Canadaβs economic outlook and global trade: A conversation with Governor Tiff Macklem Tiff Macklem (Bank of Canada), Adam S. Posen (PIIE) -- October 17 | 1:00 PM EDT Europe in a changing international monetary system AgnΓ¨s BΓ©nassy-QuΓ©rΓ© (Banque de France), Jacob Funk Kirkegaard (PIIE), Klaas Knot (De Nederlandsche Bank; Financial Stability Board), Signe Krogstrup (Danmarks Nationalbank), Olli Rehn (Bank of Finland), Γngel Ubide (Citadel LLC)
π It's fall meetings szn π
We hope you can join us this week & next! Find all event pages, info, & registration here: www.piie.com/event-series...
New podcast @piie.com
Maurice Obstfeld on trade and the international financial system - discussing everything as only he can
With @anjali.v.bhatt #piieinsider
www.piie.com/events/2025/...
In a large-scale trade war with China, the U.S. economy will suffer more than the Chinese economy, argued
@adamposen.bsky.social
:βThe Trump administration may think itβs acting tough,but itβs in fact putting the US economy at the mercy of Chinese escalation"
www.foreignaffairs.com/united-state...
WATCH: @adamposen.bsky.social explains why the substantial inflationary impact from tariffs & deportations has been lagged but is coming.
10.10.2025 15:00 β π 12 π 4 π¬ 1 π 0This was short and informative. Definitely worth a listen.
10.10.2025 15:58 β π 5 π 1 π¬ 0 π 0Trump and Xi are both posturing ahead of their upcoming summit, but PRC/Xi is escalating - as noted by @rushdoshi.bsky.social and Lingling Wei this is because they think (rightly) Trump will back off.
*Taps the sign* (I warned y'all @foreignaffairs.com )
www.foreignaffairs.com/united-state...
Tariffs, deportations: inflationβs delayed hit. #econsky
10.10.2025 13:02 β π 4 π 2 π¬ 0 π 0New video! Why the substantial inflationary impact from tariffs and deportations has been lagged but is coming
A real world based take on the US economic forecast
Me excerpted from @piie.com Global Economic Prospects
www.piie.com/newsroom/sho...
New video! Why the substantial inflationary impact from tariffs and deportations has been lagged but is coming
A real world based take on the US economic forecast
Me excerpted from @piie.com Global Economic Prospects
www.piie.com/newsroom/sho...