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💥Breaking: EU has conclusive proof of armed drones for Russia being made in China scmp.com/news/china/dip…

"Let’s face it, Brussels doesn’t really do English... In every turn of phrase, French false friends lurk just below the surface. " Every EU bubble veteran will burst out laughing at this by Eddy Wax ✍️ politico.eu/article/how-i-…

🗓️Where do we want to stand in 2029? Next Friday, 3.30 PM, we wrap up the #PariserPlatzDialogue with an online panel summarising the discussions. Joining us are Tiago Antunes, Mujtaba Rahman, Joseph de Weck & Nadia Pantel, moderated by Thu Nguyen. Register now 👉delorscentre.eu/en/events-at-t…

This is big. The European market remains the most viable option for Chinese investments in the EV sector - the EU should act on the back of this strength and use it to boost its struggling domestic sector. ft.com/content/f4fd3c…

Why didn’t that make a difference in the elections? For a sharp critique of why the Inflation Reduction Act failed to make a dent in the election, see alex bronzini-vender in The Guardian x.com/alexbronzini/s…

Many of you may have noticed that I included in the post script a special note about one fascinating aspect of the China-exports-to Mexico story: Of that expected 480,000 cars Mexico imports from China this year, about 300,000 will be Chinese brands. And - are you ready for

Do Trump and Vance want to break the dollar? Donald Trump wants a weaker dollar in order to structurally tackle trade deficits. But he is not only clashing with China, Fed Chairman Jerome Powell is also thwarting him. A 🧵 /1

It‘s happening! After 25 years of negotiations, the EU is about to sign its mega trade & political partnership deal with South America‘s Mercosur bloc. Contrary to what critics say, I‘d argue it‘s not only geopolitically crucial but also good for farmers & environment. Thread 1/

My retweet of Ling-Ling Wei's comment that China's economy is actually in a bit of trouble prompted a number of these kinds of comments. I hadn't realized quite how many people still put faith in the official Chinese numbers. So some data highlighting signs of weakness 1/

🇺🇸 [#Trade] What are the challenges of #Trump’s re-election for the EU on economic/political risks, EU vulnerabilities, and the need for unity and trade diversification? A Franco-German perspective by Elvire Fabry & Arthur Leichthammer from Jacques Delors Centre 👉 institutdelors.eu/en/publication…

In a new study, Brad Setser and I unpack how badly Germany’s trading relationship with China has backfired. And how a new government might help its industry weather the 2nd China shock. With terrific accompanying reporting in Handelsblatt and FT. 1/ cer.eu/publications/a…