herman mark schwartz

thunen.bsky.social

28 Oktober 2026 10:16

@michaelpettis.bsky.social looking more and more correct vs the conventional wisdom.

herman mark schwartz

thunen.bsky.social

20 Oktober 2026 16:04

The gears of Raymond Vernon’s product cycle argument grind as surely as those of a 16 year old mastering a manual transmission. Substituting exports from China for those from Germany great for shareholders, not so much for workers in Germany

juntas provisorias

robbiezinho.bsky.social

20 Oktober 2026 16:02

Essa é uma boa crítica ao governo Lula 3. Foi punido pela baixa produtividade (mas o gov Flávio não vai ser mto diferente, embora prometa ministério da prosperidade)

Emerging Opportunities

emergingopp.bsky.social

20 Oktober 2026 02:31

The NBS table makes the same point: September exports up 29.6% y/y in yuan terms and industrial output up 5.5%, against retail sales up 1.1% and property investment down 20.6% YTD. Supply keeps outrunning the consumer. $FXI

Corto Maltese

cortomaltese77.bsky.social

18 Oktober 2026 07:23

“The advantage of all being in the negative [trade balance] is we finally all agree that this cannot go on like this,” said the Belgian premier, adding that the “very good debate” was a “step in the right direction”.