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New at JIE: "Mask wars: Sourcing a critical medical product from China in times of COVID-19", by Andreas Fuchs (Andreas Fuchs), Lennart Kaplan (LennartKap), Krisztina Kis-Katos, Sebastian Leue (@sbsmdt), Felix Turbanisch, Feicheng Wang (Feicheng Wang) doi.org/10.1016/j.jint…

SEMI: China Still Leads Q1  2025 Semiconductor Equipment Sales, but Market Share Falls to 32 % from 47 % YoY. Global sales of semiconductor manufacturing equipment in the first quarter of this year reached the second‑highest level on record, posting the largest

Preparing my Applied Econometrics course using Gabor Bekes great textbook gabors-data-analysis.com. Added a nerdy exercise to the application of Random Forrest to predicting Airbnb prices. OLS beats Random Forrest when predicting outside a spatial window used for training since it

I always thought more trade meant more diffusion of ideas. More Trade = More Diffusion, right? Not always! In Brazil, when the government blocked the flow of goods, firms started trading ideas instead. Tariffs led to diffusion. Here’s a true story that shows how. (Names

New CEPR Discussion Paper - DP20404 Unpacking Commodity Price Fluctuations: Reading the News to Understand Inflation Dimitris Malliaropulos Τράπεζα της Ελλάδος University of Piraeus MUN Society, Evgenia Passari, Filippos Petroulakis Τράπεζα της Ελλάδος ow.ly/W08I50Wksqq #CEPR_MEF #EconTwitter

Vietnam has become Asia’s export powerhouse.

Fuzzy regression discontinuity designs suffer from a power asymmetry in t-tests—similar to 2SLS—making them unreliable for detecting true negative effects, so significance should be assessed using the intent-to-treat regression instead, from Kaliski, Keane, and Neal

Job Opportunities in the Green Economy: North-South Divide Revealed communities.springernature.com/posts/job-oppo… #

New CEPR Discussion Paper - DP20408 The Geography of Innovative Firms Craig A. Chikis The University of Chicago, Benny Kleinman, Marta Prato Università Bocconi ow.ly/5lIw50Wl2Gx #CEPR_ITRE #CEPR_MG #CEPR_OE #EconTwitter

Jostein Hauge In "🇨🇳 MIC2025" policy doc NEV, as well as ENERGY EQUIPMENT i.e. BESS, 5G smart grid, UHV transmission, solar, wind turbine, hydropower, 3rd/4th gen nuke, fusion ... were among the Top 10 sectors targeted Current techno-industrial dominance in these sectors is not a surprise

The UK spends 10.8% of GDP on welfare while France spends 23.8% and Finland spends 25.7% Just remember that when you see #GBNews, the #Mail and #Sun and the likes of #Harwood, #Tominey and #Pearson demanding benefit cuts.

'Transshipment' from China is a very small share of Vietnam's exports. Prior to the current US-China trade scuffle, Vietnam was one of the world's largest exporters of manufactured goods — driven by domestic industrial policy. Vietnam is a gigantic exporter in its own right.

🧵 We are pleased to share a major update to our work on technological change, earnings inequality, and optimal tax policy in the U.S. Our paper: 📄 Technological Change and Earnings Inequality: Implications for Optimal Taxation 🔗 Read the full paper jbduarte.com/files/BDHO2025… 📝

New NBER working paper from our colleague Melissa Kearney (Melissa S. Kearney), joint with Phillip Levine. "Why is Fertility So Low in High-Income Countries?" NBER working paper 33989. Check it out: nber.org/papers/w33989

Instead of cherry-picking our favorite anecdotes, we could look at the vast academic literature on state-owned enterprises, nationalization and privatization, and comparative economic organization. There is a clear consensus that SOEs underperform, but with important caveats. 1/

The most popular data set among today’s presentations at #NBERSI ITI is the OECD’s Inter-Country Input-Output tables. ICIO is a substitute for WIOD. oecd.org/en/data/datase…

Vietnam’s central bank stands ready to take steps to curb inflation and support growth, as it warns about the impact of higher US tariffs on the economy and its currency. bloomberg.com/news/articles/…

Free-falling used EV values creates leasing sector headaches fleetnews.co.uk/news/freefalli…

Looking to simulate the impact of tariffs? Our new Tariff Simulator automatically generates reports using an econometric model that we have been honing for over five years. Give it a spin at OECtoday! Link in first comment 👇

New CEPR Discussion Paper - DP20419 Optimal Flood Protection in an Uncertain World Taco A. Prins UvA Amsterdam, Frederick Van Der Ploeg University of Oxford UvA Amsterdam, Ton S. van den Bremer UvA Amsterdam TU Delft ow.ly/3zj850WlJ0T #CEPR_CCE #EconTwitter