📈 China’s Share of U.S. Treasuries Falls to Lowest Level Since 2001 China’s share of U.S. Treasury holdings declined steadily from a peak of 28.8% ($1.31 trillion) in June 2011 to 7.3% ($683 billion) in November 2025, marking its lowest share since 2001.
The US administration is planning to run the economy “hot”. All macro policy levers are in play – fiscal, monetary, credit and bank deregulation. Warsh’s balance-sheet chat is virtue signalling, but there are ways to make it happen.
Japan is once again clamoring at the United Nations to become a permanent Security Council member. China strongly and firmly opposes it, while the United States remains completely silent. In a rare joint effort, China and the US team up to shatter Japan’s ambitions.
China + Canada just snuck in a little trade patch-up, Trump drops the 100% tariff nuke:“Sneaking around behind my back? Double it for everyone!”
Canada scrambles: “It’s just a quick fix, nothing serious!” China calmly finishes: “The agreement targets no third party~”
国际货币基金组织更新的2026年经济增长预测： 🇺🇸美国：2.4%； 📷德国：1.1%； 📷法国：1.0% 📷中国：4.5% 📷；日本： 📷0.7%；印度：6.4% 📷俄罗斯：0.8%；巴西：1.6%； 📷沙特阿拉伯：4.5%； 📷尼日利亚：4.4%。查看完整预测。 imf.org/en/publications/weo/…
Global growth is projected to be around 2.8%. here are 5 key takeaways: • Growth is steady but slow • Recovery remains uneven • Trade tensions are rising • Inflation is easing, with risks • AI could boost productivity—but unevenly.
May the new year arrive like the first ray of morning light, gently resting on your shoulders. May all your gentleness be reciprocated, and all your efforts bloom into flowers. 2026 — wishing you peace, joy, and to be the world’s favorite. Happy New Year! ✨
clever pdk retweeted
Inflation is projected to continue to decline towards central bank targets.
Annual consumer price inflation in the G20 is projected to fall from 3.4% this year to 2.9% in 2026 and 2.5% in 2027.
#EconomicOutlook: brnw.ch/21wYwlO
BREAKING: In a sudden turn of events, Kevin Warsh is now officially the favorite to become the next Fed Chair, at a 48% chance, per Polymarket. This comes just hours after reports emerged that Hassett's Fed Chair candidacy saw pushback from "high-level people close to Trump."
clever pdk retweeted
The Fed has traveled far in fighting inflation, from 9% in 2022 to around 3% today. But that last mile back to the 2%? It's been two years with no progress. Dare we say that 3% inflation is the new 2%? macroeconomicpolicynexus.sub…
Despite the Federal Reserve's interest rate cut, the 10-year Treasury yield rose to 4.1%. The market is watching the trend of this indicator closely: a break above 4.2% would trigger concerns about the Fed getting out of control; a drop below 3.9% could trigger a year-end rally.
Between September and October 2025, year-on-year headline inflation measured by the Consumer Price Index (CPI) was stable or broadly stable in 14 of the 37 OECD countries with available data.
The “economist” prediction on China, decades of BS narrative. From my perspective praising China was never about being pro-China, on the contrary, it was a patriotic way to point out at what could be working for the west. It was always about highlighting that other models and
clever pdk retweeted
🧩 Questa mattina abbiamo discusso l’evoluzione strategica del settore dei semiconduttori, analizzando il ruolo di Stati Uniti, Cina ed Unione europea in un contesto internazionale sempre più competitivo. Con il ritorno di Donald Trump alla Casa Bianca e l’inasprirsi delle tensioni tra Washington e Pechino, il panorama tecnologico globale cambia rapidamente e richiede nuove chiavi di lettura.
💬 Nel panel di oggi, introdotto da @EttGreco e moderato da Matteo Bursi (IAI), sono intervenuti:
🔹 @Aligarciaherrer (@Bruegel_org)
🔹 Daniel Gros (@iep_bu)
🔹 @RuggeroneLuigi (@intesasanpaolo)
🔹 @juliatrehu (@gmfus)
Un confronto ricco di spunti su competitività, sicurezza tecnologica e geoeconomia
clever pdk retweeted
Who should run the Fed? In this week's edition of "The Professor Is In," I outline the qualities that matter in the next Fed chair. youtube.com/watch?v=IZGBTi5q…
Prof. Danica Purg, visited Zhejiang University from November 12–16. During her visit, she delivered a lecture at ZIBS, gave a keynote for the PIEGL program at ZJU SOM, participated in ZJU SOM’s International Advisory Board Annual Meeting, toured NHU.
