The hottest Economic strategy Substack posts right now

And their main takeaways
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Yes, reshoring American industry is possible

Noahpinion • 30882 implied HN points • 25 Jan 25
🇺🇸 U.S. Politics Industrial Policy Manufacturing Trade Policies Bipartisanship Economic strategy
  1. Reshoring American manufacturing is gaining support from both political parties. People are starting to believe that the U.S. can successfully make things again.
  2. Certain industries like solar power, semiconductors, and batteries are showing promising signs of growth in the U.S. This means that American factories are being built and jobs are being created.
  3. The success in these industries could lead to more manufacturing opportunities across the country. A strong manufacturing base helps related businesses and creates a good economic environment.

First Principles of Fiscal Policy, with Some of Their Practical Applications

Brad DeLong's Grasping Reality • 123 implied HN points • 22 Feb 25
🇺🇸 U.S. Politics Fiscal policy Monetary Policy Economic strategy Inflation Public Opinion
  1. The Federal Reserve's approach in the 2020s, which involved acting quickly, turned out to be effective. Many people are thankful for the leadership during this time.
  2. Inflation in the early 2020s might not have been bad because it helped avoid a deeper recession and led to a better economy in some ways.
  3. Voters who understood the economy generally supported Democrats, while those who were confused tended to back Republicans. This shows how informed opinions can influence political choices.

Out of Gas

Doomberg • 7896 implied HN points • 03 Feb 25
🌍 World Politics Geopolitics Energy Policy International relations Leadership Economic strategy
  1. Britain has faced a major decline in its global power and status over the years, driven by poor decisions by its leaders. This decline shows that just having a historic role doesn't mean a country is still significant today.
  2. Currently, Prime Minister Keir Starmer is trying to boost Britain's image by aiming to make it an AI superpower. However, investors are uncertain because of the country's bigger issues, especially in energy.
  3. The UK is struggling with low gas storage and high demand for energy, which makes its ambition for AI seem unrealistic. Without reliable and cheap energy, the goal to succeed in technology will be hard to achieve.

Showdown in Londontown

Taipology • 19 implied HN points • 12 Jun 25
🇺🇸 U.S. Politics Trade Relations Economic strategy Foreign affairs
  1. The recent US-China trade talks in London focused less on tariffs and more on non-tariff issues, especially China's control over rare earth element exports. This is important because these materials are crucial for many American industries.
  2. China seems to be playing the long game in these negotiations, preferring to avoid direct conflict and maintain stability while still holding significant bargaining power with rare earths.
  3. Despite the talk of winners and losers in the trade talks, the outcome is still unclear. Both sides might have made concessions, but it's uncertain what those were, leaving a lot of speculation.

Chartbook 337 The stakes in the struggle over Trump's trade strategy.

Chartbook • 1473 implied HN points • 02 Dec 24
🇺🇸 U.S. Politics Trade policy Economic strategy Tariffs Public Opinion
  1. Trump's new trade strategy might lead to higher tariffs, which could raise prices for consumers. It’s planned to increase average tariffs from 2.6% to around 8% by 2026.
  2. Certain industries, especially car companies and food importers, could be hit hard by these tariffs. This could lead to increased car prices and food shortages.
  3. The success of Trump’s trade policy depends on balancing the interests of trade and public opinion. If people react negatively, it could limit how far he can go with these new tariffs.
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The Case for Undoing Biden’s AI Diffusion Rule

From the New World • 53 implied HN points • 29 Jan 25
🇺🇸 U.S. Politics AI Policy Export Controls International relations Economic strategy Cybersecurity
  1. The Biden administration's AI export controls limit American companies from easily sharing AI technology with many allied nations. This could hurt relationships with friendly countries while benefiting rivals like China.
  2. Restricting exports makes it hard for American companies to localize their AI solutions in developing regions, which affects their competitiveness. If American firms can't adapt to local needs, countries may turn to Chinese alternatives.
  3. Investing in AI infrastructure in the Global South helps build strong relationships and shared technology standards. The current export rules prevent American companies from deepening those ties, allowing China to gain influence instead.

Biden’s Final Export Control Salvo Misfires

ChinaTalk • 266 implied HN points • 03 Dec 24
🇺🇸 U.S. Politics Policy Analysis Export Controls International relations Economic strategy
  1. Biden's new export controls for chips were seen as weak and complicated. They might not effectively slow down China's progress in chip technology.
  2. The rules have too many loopholes that companies can exploit, allowing China to stockpile resources and continue its chip production relatively unhindered.
  3. There are debates about the effectiveness of the regulations and whether they should be focused more on strategic goals or just enforcement of the law.

China on Harris and Trump Tech Policy

ChinaTalk • 222 implied HN points • 05 Nov 24
🇺🇸 U.S. Politics International relations Economic strategy
  1. Harris and Trump have very different plans for technology policies if elected. Harris will likely keep regulations tight, while Trump wants to ease rules to boost innovation.
  2. Both candidates agree on being tough on Chinese technology. They see the need to grow American tech while limiting China's influence.
  3. Harris may push for stricter antitrust laws against big tech, while Trump could allow more mergers. Each approach will have a big effect on the tech world.

The Fuss Over Chips

Diane Francis • 559 implied HN points • 18 May 23
🇺🇸 U.S. Politics Geopolitics Trade policy Technology International relations Economic strategy
  1. Semiconductor chips are extremely important today, like how steel was key during World War II. They're used in everything from smartphones to military systems, making them a vital part of the global economy.
  2. The CHIPS Act in the U.S. aims to boost domestic production of chips and limit China’s access to advanced technology. This has created a significant economic and geopolitical tug-of-war between the two countries.
  3. China is trying to gain leverage by controlling resources needed for technology, like lithium and cobalt, while the U.S. deals with the challenge of ensuring fair trading practices. Both countries need a balance to improve the global economy without conflicts.

Wang Yongli clarifies China's issuance of USD-denominated Sovereign Bonds in Saudi Arabia

Pekingnology • 83 implied HN points • 14 Dec 24
💰 Finance Economic strategy
  1. China recently issued its first US dollar sovereign bonds in Saudi Arabia, which was very successful and attracted lots of international interest. This shows that global investors trust China's creditworthiness.
  2. There has been some exaggerated talk on social media claiming this bond issuance is a big blow to the US dollar. However, these claims are misleading and don't reflect the usual practice of governments issuing bonds in various currencies.
  3. Wang Yongli, a financial expert, emphasized that the bond issuance does not aim to disrupt the US currency or its economy. It's more about China's normal efforts to raise funds in international markets.

Fortress North America

Diane Francis • 679 implied HN points • 20 Oct 22
🇺🇸 U.S. Politics Energy Policy Geopolitics Environmental Issues Resource Management Economic strategy
  1. Germany's move to stop using nuclear power made it depend on Russian energy, highlighting how important energy independence is for countries. Now, many are reconsidering their energy policies.
  2. North America could work better together to manage its energy resources and reduce reliance on OPEC countries. By teaming up, the U.S., Canada, and Mexico could supply energy to themselves and help allies like Europe.
  3. Fossil fuels will still be necessary for a long time, and using a mix of energy sources, including renewables and nuclear, is realistic. Proper planning can help reduce emissions while still meeting energy needs.

Hedge Funds - A Beginner's Guide

Concepts of Finance 🧠 • 199 implied HN points • 01 Jun 23
💰 Finance Investing Wealth Management Financial Markets Economic strategy Market Analysis
  1. Hedge funds are private investment funds managed by professionals who use different strategies to earn high returns for wealthy investors. They're not open to everyone, and there's less regulation.
  2. Hedge funds can use strategies like long and short selling to profit from market changes. Long selling means buying with the hope the price will go up, while short selling means selling borrowed assets to profit if prices drop.
  3. Many people dislike hedge fund managers due to a lack of transparency and the perception that they profit during tough times for others. Plus, it's tough for regular folks to invest in hedge funds as they often have high minimum requirements.

Nyhetsbrev steigan.no 15.10.2024

steigan.no • 6 implied HN points • 15 Oct 24
🇺🇸 U.S. Politics Political Advocacy Government Policy International relations Defense Policy Economic strategy
  1. BlackRock, a major investment firm, now manages $11.5 trillion, highlighting its immense financial power and influence in global markets.
  2. Toshiyuki Mimaki, a Nobel Peace Prize winner, draws a parallel between the suffering in Gaza and the devastation of Hiroshima, emphasizing ongoing humanitarian crises.
  3. Countries like Denmark are considering implementing 'war taxes' to cover increased military spending, reflecting broader trends in international defense funding.

✅ Navigating agency growth through economic uncertainty

Wadds Inc. newsletter • 19 implied HN points • 18 Dec 23
💼 Business Economic strategy Media Relations Public Relations
  1. When facing tough economic times, it's important to keep a close eye on budgets. Start from scratch each year to really understand all your costs.
  2. Keep your team in the loop about the financial situation. Being open helps reduce their stress and builds trust.
  3. Going through tough periods can actually make agencies stronger and better prepared for the future. It's all about focusing on saving and balancing finances.