Rashid Ali

Exclusive | U.S. Plans to Use Tariff Negotiations to Isolate China Treasury Secretary Scott Bessent wants trading partners to limit China’s involvement in their economies in exchange for concessions on reciprocal tariffs.

The basic problem for this US strategy is that developing countries would mostly be quite happy to tariff, say Chinese steel. But block Chinese FDI? Nope. www.wsj.com/politics/pol...

"Trump and his advisers may not appreciate that the U.S. is a debtor nation and needs to attract foreign capital to fund its massive budget deficits. The Trump trade wars may be alienating the very buyers the country needs." www.barrons.com/articles/bon...?

The Economic Consequences of the Tariff War The economy was already stalling out before Liberation Day. A trade war on the entire world will only make everything worse.

NEW: One important thing to understand was that the US economy was trending bad *before* the tariff announcement. The horrors to come are being placed atop a rickety foundation. And some warning signs of a true collapse are present.
prospect.org/economy/2025...

Where the Bank of England’s QE programme went wrong And what can still be done about it

Where the Bank of England’s QE programme went wrong
www.ft.com/content/45a4...

Emil Verner on Banking Crises, Credit Booms, and the Rise of Populism Macro Musings with David Beckworth · Episode

Emily verner on bank crisis and credit booms
open.spotify.com/episode/5wMI...

Government subsidies for large manufacturing firms: Insights from the OECD MAGIC database

cepr.org/voxeu/column...

What a Mar-a-Lago accord could look like Trump’s team consider financial policy interventions to be crucial in a grand reordering of global finance and trade

What a Mar-a-Lago accord could look like
www.ft.com/content/fba8...

Striking set of graphs from @global-developments.org - for years South Korea & Taiwan received more US aid than all of Africa combined

www.global-developments.org/p/a-world-wi...

Why East Asia overtook Latin America: Agrarian reform, industrialisation and development
delong.typepad.com/asia-latin.pdf

Professor Stephan Haggard, UC SanDiego, discusses developmental states
youtube.com/watch?v=BOuZ...

Manufacturing Miracles: Paths of Industrialization in Latin America and East Asia on JSTOR Few observers of Mexico and Brazil in the 1930s, or South Korea and Taiwan in the mid-1950s, would have predicted that these nations would become economic "..

Manufacturing Miracles: Paths of Industrialization in Latin America and East Asia
www.jstor.org/stable/j.ctt...

Escaping the periphery
The East Asian ‘mystery’ solved
www.wider.unu.edu/publication/...

Imagining the endgame of the US-China rivalry The United States' strategy towards China is premised on an unending rivalry. Yet strategic competitions do end and America needs to imagine how its conflict with China might one day do so.

The United States' strategy towards China is premised on an unending rivalry. Yet history tells us that strategic competitions do end, and America needs to imagine how its conflict with China might one day do so.

engelsbergideas.com/essays/imagi...

Money and Empire: A Conversation on Charles Kindleberger and the Dollar System among Perry Mehrling , Michael Pettis, and Adam Tooze
Hosted by Linda Yueh
youtube.com/watch?v=CkeD...

As good as gold How the dollar has ruled the global economy no matter the crisis at home.

As good as gold: How the dollar has ruled the global economy no matter the crisis at home. A review of Perry Mehrling’s book by @adamtooze.bsky.social

www.newstatesman.com/ideas/2022/1...

Decoding Dollar Dominance: Credit, Money and American Power in the Global Economy by Herman Mark Schwartz
youtube.com/watch?v=pKw_...

Money as Empire? | Herman Mark Schwartz On Perry Mehrling’s “Money and Empire: Charles P. Kindleberger and the Dollar System”

Money as Empire?
Herman Mark Schwartz
On Perry Mehrling’s “Money and Empire: Charles P. Kindleberger and the Dollar System”
www.phenomenalworld.org/reviews/mone...

DeepSeek's Secret to Success How it broke the China tech mold

DeepSeek's Secret to Success
How it broke the China tech mold
www.chinatalk.media/p/deepseeks-...

Breaking the Mold: India’s Untraveled Path to Prosperity: Review Essay: Recent Books on Indian Development and Governance by Susan Wolcott
eh.net/book_reviews...

Are We Living Through a De-Dollarization? De-dollarization is apparently here, “like it or not,” as a May 2023 video by the Quincy Institute for Responsible Statecraft, a peace-oriented think tank based in Washington, D.C., states. Quincy is ...

Are We Living Through a De-Dollarization?
www.counterpunch.org/2023/06/26/a...

Update from Davos: Can industrial policy really work? With Beata Javorcik A conversation with  the chief economist of the European Bank for Reconstruction and Development

Can industrial policy really work? With Beata Javorcik
A conversation with  the chief economist of the European Bank for Reconstruction and Development
www.ft.com/content/df83...

EU debates return to Russian gas as part of Ukraine deal Advocates say reopening pipelines could help settlement with Moscow and cut energy costs

EU officials have discussed a return to Russian pipeline gas as part of a wider peace deal with Ukraine -- going in direct opposition to the plan to get off Russian fossil fuels by 2027.

Scoop w/ @henryjfoy.ft.com @christopherjm.ft.com

www.ft.com/content/a19a...

China versus America on global trade - Lowy Institute China has displaced the United States from its traditional dominance as a major trading partner for most countries of the world.

China versus America on global trade
interactives.lowyinstitute.org/features/chi...

BYD outsells Toyota, Tesla to become top-selling carmaker in Singapore in 2024 BYD sold 6,191 cars in Singapore in 2024, ahead of Toyota's 5,736 and Tesla's 2,384.

BYD outsells Toyota and Tesla to become the top-selling brand in Singapore in 2024
BYD sold 6,191 cars in Singapore in 2024, a 14.4% share of Singapore's car sales
Toyota sold 5,736 units and Tesla 2,384
Congrats @bydcompany.bsky.social
cnevpost.com/2025/01/23/b... via @cnevpost.com