📢 New WP alert!

🧩 Technology, Geopolitics, and Trade — with Leo Lam

We study unilateral export controls in a world where geopolitical distance raises contract risk in tech licensing.

Paper here: doi.org/10.20955/wp....

En el último episodio de Future is blue (Funcas Europe) @anamarias.bsky.social (St. Louis Fed) analiza los retos de Europa ante la fragmentación del comercio global.

Con la reflexión final de @miguelgonzsim.bsky.social (Funcas).

share.transistor.fm/s/9611f90c

#ComercioInternacional #UE #China

Chart showing the global concentration of critical mineral supply chains as of 2023 both extraction and processing. Global trade is entering a new era shaped by geopolitical alignment and China’s evolving role. China has become a direct competitor in high-tech sectors while dominating critical input markets, creating dual risks for advanced economies in the form of supply dependence and industrial displacement. These risks increasingly reinforce one another, challenging traditional trade logic. This column document these shifts using new data on trade flows, technological overlap, and input concentration – highlighting the strategic vulnerabilities facing advanced economies, particularly in Europe, as trade becomes more politicised.

@a-gaillard.bsky.social @anamarias.bsky.social‬ et al. document geopolitical shifts using new data on trade, tech, and input concentration & highlight the strategic vulnerabilities facing advanced economies, particularly in Europe, as trade becomes more politicised.
cepr.org/voxeu/column...
#EconSky

Worth reading carefully!

"Recent Evolutions in the Global Trade System: From Integration to Strategic Realignment" by Florencia Airaudo, François de Soyres, Alexandre Gaillard, and Ana Maria Santacreu.

www.ecb.europa.eu/pub/pdf/sint...

🔵 Watch live: the #ECBForum on Central Banking panel discussion on new industrial developments and the evolving architecture of international trade with:

- Piero Cipollone
- Ana Maria Santacreu
- Diego Comin

Follow the event europa.eu/!9F4cq3

It was so nice to catch up, Birthe! :)

📊 Slides here if you want the visual version:
www.ecb.europa.eu/pub/pdf/sint...

#ECBForum #Trade #Geopolitics

The paper, coauthored with Florencia Airaudo, François de Soyres, and Alexandre Gaillard, looks at how strategic competition and geopolitical distance are reshaping global trade.
📄 Paper: www.ecb.europa.eu/pub/pdf/sint...

ECB Forum on Central Banking The European Central Bank (ECB) is the central bank of the European Union countries which have adopted the euro. Our main task is to maintain price stability in the euro area and so preserve the purch...

Wrapped up an amazing few days at the ECB Forum on Central Banking—had the chance to present our paper and dive into some great conversations on trade, tech, and geopolitics.
🔗 www.ecb.europa.eu/press/confer...

Fantastic meeting with friend @anamarias.bsky.social at the Society of Economic Dynamics conference in Copenhagen ❤️❤️❤️ #SED

I'm seeing a huge spike in interest in tariffs from people who normally don't work in the economics of international trade. Here are a few useful things to know about them. (1/14)

Vietnam Urges United States to Delay Imposing Tariffs On It In recent years Vietnam has forged strategic and economic links with the United States, its former foe, making the steep tariff rate all the more of a shock.

Vietnam Offers to Drop U.S. Tariffs to Zero. www.nytimes.com/2025/04/06/w...

Bilateral Trade Imbalances Abstract. If sectoral trade flows obey structural gravity, countries’ bilateral trade imbalances are the result of macro trade imbalances, “triangular trad

It's time to read "Bilateral Trade Imbalances" by Alejandro Cunat & Robert Zymek (REStud 2024)

"large and pervasive asymmetries in trade barriers are required to account for most of the observed variation in bilateral imbalances"

doi.org/10.1093/rest... via @anamarias.bsky.social

Great new @trade--talks.bsky.social episode! @chadpbown.com and @soumayakeynes.ft.com dive deep into Trump's #TariffDay! US Tariffs increased dramatically. What does this historic shift mean for global trade?

Great insights from @pkrugman.bsky.social : The world's changed since his work on agglomeration economies. Geographic concentration of tech now pose geopolitical risks we hadn't imagined. Industrial policy isn't just about growth anymore; it's about security and resilience.@chadbown.bsky.social

An amazing conference <3

Fantastic conference! Had very inspirational conversations and discussions at last year's iteration. Paper submissions until April, 30 👇

Organizing committee: Laura Castillo, Mayara Felix, @stefaniagaretto.bsky.social, Monica Morlacco, and @anamarias.bsky.social

📢 Call for Papers! 📢
The 6th Women in International Economics Conference will be held at Yale University on Oct 16-17, 2025. Keynote speaker: Penny Goldberg. We invite submissions from junior women in international economics.
📅 Deadline: April 30, 2025
📩 Submit here: forms.gle/ucoE6ZcjqwQ1...

Brexit hit to UK trade less than predicted, says study Larger companies have adapted to red tape at the border, according to London School of Economics research

Nice FT write-up of our new Brexit & trade paper by the always excellent @pmdfoster.bsky.social

Rightly notes that our findings (goods exports⬇️6.4% due to TCA, imports ⬇️3.1%) suggest OBR's forecast (long-run trade ⬇️15%) may be an over-estimate of the impact of Brexit

on.ft.com/4iK8esS

US Graphite Firms Seek 920% Duty to Thwart China on EV Material US producers of a crucial material used in electric vehicle batteries have initiated a trade action seeking sharp tariff increases on Chinese graphite, arguing that Beijing’s massive state subsidies a...

US graphite producers want a whopping 920% tariff applied to imports of the mineral from China.

That would hurt Tesla & other EV/battery makers who have lobbied against tariffs.

Latest @bloomberg.com story with the great @whereisted.bsky.social:

www.bloomberg.com/news/article...

A Roadmap Through the Drama and Realities of Trump’s Trade War Trump’s tariffs could go in many different directions. Understanding the strategy from his first term, and the priorities of his new team, reveals a potential path ahead.

What Donald Trump’s tariff promises might really turn out to be in delivery.

My @bloomberglp.bsky.social colleagues and I came up with a plausible scenario:

www.bloomberg.com/news/feature...

Gracias al Grupo de investigación INTECO de @uvalencia.bsky.social y @ujiuniversitat.bsky.social por su XXI workshop donde quienes investigamos en temas de integración económica presentamos nuestros trabajos y escuchamos los de colegas como @anamarias.bsky.social y @jordipaniagua.bsky.social

Yesterday I presented ongoing research on intra-firm cross-border interest flows and tax incentives (with Stefan Goldbach, Arne Nagengast and Georg Wamser) at ESHCC Erasmus University Rotterdam in the interdisciplinary Workshop “The Netherlands a Tax Paradise?”

Really relevant paper for the aftermath of the floods in Valencia (Spain)

Muy bueno conocerte finalmente en persona!

At the INTECO workshop in Castellon with @anamarias.bsky.social

"la productividad ha tenido un peor comportamiento con respecto a otras economías avanzadas durante las últimas tres décadas ... muchas políticas sociales emprendidas por el actual gobierno se sostienen implícitamente sobre la perspectiva de que la productividad tenderá a mejorar."

Federal Reserve Bank of St. Louis As part of the Federal Reserve System, the St. Louis Fed works to promote a healthy economy and financial stability.

📈 The St. Louis Fed Research Division has a brand new web experience! www.stlouisfed.org is now your one-stop shop for all things economic.
- Cutting-edge research 🔍
- Expert commentary 🗣️
- Data: FRED 📊
- EconLowdown 🏫
- History: FRASER 📜
- Fed History
#FRED #FRASER #EconEd #FedHistory

Hi #EconSky, I just set up this international trade research and policy starter pack

Not sure how this works exactly, but please add/let me know of other trade research and policy people that I missed

go.bsky.app/NghAP3m