#SecondChinaShock hashtag - Bluesky

1 day ago

Consensus shifting on China-style industrial policy#Block2 #BYD #ChinaIndistry #ChinaIndustrialSubsidies #Chinesebanks #Industrialpolicy #METI #SecondChinaShock #TSMC #World

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Spyros Andreopoulos

@thinicemacro

5 months ago

China 2.0: European Economy Edition It's a big deal

Digested read on #secondChinashock in #Europe.
#ECB #geopolitics #globalimbalances
open.substack.com/pub/thinicem...

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Anders Larson

@thisisanders

6 months ago

For the 1000th time in 1000 years: By lowering borrowing costs across the €zone #eurobonds boost growth and cut default risk. This safeguards the Frugals' banks, insurers, and TARGET2 balances while sustaining the export demand on which EU industry needs NOW in the eye of the #secondChinashock

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