A podcast on trade, markets and geopolitics from Geneva. Facts first, jokes second. Hosted by @ArdianTweets and @RSkidmore_GVA Email: [email protected]
Geneva, Switzerland
Joined October 2020
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- Following340
- Followers905
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Pinned Tweet
🚨 New Episode 🚨
- Digital resilience with @ITU 's @tlamanauskas
- Swiss manufacturing vs. tariffs
- China and Switzerland make a (trade) deal
-"The stupidest trade war ever" (US-Canada)
Plus: watch flexes
🎧 t.ly/Eq5ZV
#TradeSplaining #ListenResponsibly
"Canada’s goods-trade surplus with the world widened to a more than 4-year high in Sept as elevated oil prices and U.S. gold purchases drove exports to a fresh record and countered the squeeze from another round of American tariffs."
cc: @RobbMStewart
wsj.com/economy/trade/canada…
35
"The iPhone maker for years bullied flash-storage makers into steep discounts—until AI hyperscalers bid up prices and gobbled up supply."
cc: @RolfeWinkler
wsj.com/tech/apple-iphone-me…
21
"The Iran war has thrown a spotlight on the arcane system used to price the world’s shipping contracts, and the centuries-old London institution that manages it."
cc: @alexlongley1 @megacontango @soonweilun
bloomberg.com/news/articles/…
39
"Productivity is up and employment is down in the tech sector but elsewhere the picture is muddier."
cc: @jburnmurdoch
ft.com/content/7f27aa5f-5994…
26
"A colossus in shipbuilding, China is undertaking one of the largest peacetime naval buildups in modern history."
cc: @joshchin
wsj.com/world/china/china-xi…
1
36
"Britain’s fishing industry is struggling to square the math of rising diesel prices."
cc: @ElThorn22
bloomberg.com/news/features/…
38
"How a trade negotiation helped ignite the most incredible economic success of the century."
cc: @BradStone
bloomberg.com/news/articles/…
2
43
"The US has warned China it must fulfil the terms of the trade war truce Trump struck with Xi Jinping in Busan last year amid frustrations that Beijing is not living up to its commitments on exports of rare earths and other products."
cc: @AsiaLens
ft.com/content/391bb785-0247…
47
"The inventor of BRICS has a message for ‘lazy, colonial’ Europe—India and China are still not taken seriously enough on the world stage."
share.google/kyUEBAYp7nZd1wC…
2
55
"Burglaries are soaring in Switzerland. Thieves are particularly active during the winter months and in French-speaking Switzerland, with the cost per incident reaching record levels."
swissinfo.ch/eng/various/bur…
1
27
"A new age of power demand growth is emerging as consumers & businesses tap the grid to run EVs, air conditioners, & data centers."
cc: @MathisWilliam
bloomberg.com/news/articles/…
34
"The oil market is fragmenting due to high freight rates, causing regional prices to diverge and the global supply-and-demand balance to have less influence."
cc: @JavierBlas
bloomberg.com/opinion/articl…
"The storage yards at Lázaro Cárdenas port in western Mexico were so full of Chinese-made cars by 2023 that new ones had to be opened. By last year, the country was the single biggest export market for China’s cars."
cc: @chrissiemurray @pmdfoster
ft.com/content/0ce7d049-b264…
Caught between the US and China
Economies like Mexico are being forced to choose sides on trade
ft.com 37
"As China’s manufacturers flood the global market with cars, chips, and just about everything else, the country’s economic juggernaut seems unstoppable."
theatlantic.com/internationa…
27
"As long as climate change keeps worsening droughts, ranchers will be cautious about raising more cattle."
cc: @deenashanker
bloomberg.com/news/articles/…
"Pessimism has gripped Chinese stocks, with no end in sight for a deepening selloff as investors confront the realities of an economy that’s weak enough to erode corporate profits but not to trigger forceful new stimulus."
cc: @JeannyYu
bloomberg.com/news/articles/…
58
"More capital, more capacity, more elaborate technology, and steadily less profit to show for any of it. That's what's happening to China now."
ndtv.com/opinion/why-china-i…
53
"The European Union is planning to use safeguard measures to cut imports of products from sectors including chemicals, furniture and machinery from China, according to people familiar with the matter."
cc: @AlbertoNardelli
bloomberg.com/news/articles/…
1
65
"Domestic sales have plunged, but the state-supported sector’s needed shakeout hasn’t begun; ‘so many competitors’."
cc: @StephenWilmot @NorthropKatrina
wsj.com/business/autos/china…
37
"China’s surplus is not the greatest contributor to imbalances—the U.S. deficit is."
foreignaffairs.com/responses…
1
46