The hottest Global Economics Substack posts right now

And their main takeaways
Category
Top World Politics Topics

Top Links 654 Ukraine's trillions in critical minerals. The economics of crime. Chinese science at war.

Chartbook • 300 implied HN points • 19 Feb 25
🌍 World Politics International relations Geopolitics Conflict Studies Resource Management Global Economics
  1. Ukraine has a lot of valuable minerals underground that could have big economic impacts.
  2. There are complex relationships between crime and economics that are worth exploring.
  3. China is currently facing challenges in its scientific community, impacting its global standing.

Chartbook 348 Dollar-like: eurodollars, crypto and the future of global money.

Chartbook • 1101 implied HN points • 25 Jan 25
💰 Finance Global Economics Cryptocurrency Monetary Policy International Trade
  1. Eurodollars are dollars held and used outside the US, which allow businesses around the world to conduct transactions without relying solely on the US banking system. This system grew because companies wanted to avoid US regulations and sanctions.
  2. Stablecoins, like eurodollars, are dollar-linked assets that facilitate transactions, providing a bridge between cryptocurrency and traditional money. They promise to maintain a value equal to the US dollar, similar to how eurodollars work.
  3. The future of stablecoins may involve replacing eurodollars in global finance, but their stability and growth depend on stronger backing systems and regulatory support to avoid issues that have affected both eurodollars and cryptocurrencies.

Top Links 625 Decomposing economic surprise. When threats work and when they don't. Is quantum the new AI? And the Secret Leviathan.

Chartbook • 300 implied HN points • 21 Jan 25
💰 Finance Economic Trends Market Analysis Investment Strategies Global Economics Data Analytics
  1. The Bloomberg Economic Surprise Index for the US shows how unexpected events in the economy can change predictions. It's important to pay attention to these surprises to get a better understanding of the current economic climate.
  2. Understanding when threats are effective or not can help in managing situations better. Knowing the right time to take action can make a big difference in outcomes.
  3. Quantum technology is being compared to AI as a new frontier in innovation. It's exciting to think about how these technologies might change our future.

2024 could be the pivotal year for Cold War 2

Noahpinion • 10529 implied HN points • 12 Feb 24
🌍 World Politics Geopolitics Cold War Global Economics Alliances
  1. 2024 could be a pivotal year for Cold War 2, with China's weakening economy and potential U.S. instability altering the global balance of power.
  2. China's economic strength is the core of New Axis power, posing a significant threat to the liberal world order by potentially overwhelming the U.S. in a war.
  3. The economic rise of China is a key factor driving Cold War 2, with its manufacturing might elevating the threat posed by the New Axis.

Top Links 562 Global shipping and Trump trade. UK stagnation. H5N1 in North America and Nehru's legacy.

Chartbook • 515 implied HN points • 16 Nov 24
🇺🇸 U.S. Politics Trade policy Global Economics Political Legacy Public Health International relations
  1. Global shipping is seeing a big surge, but this comes with challenges like trade wars. It's important to watch how these two trends affect the economy.
  2. The UK is facing stagnation, which means there isn't much growth happening. This could affect jobs and opportunities for people in the country.
  3. H5N1, an avian flu, is now in North America. It's crucial to stay informed on this as it can impact health and the poultry industry.
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Economic Calendar for the Week of November 10th, 2024

Alex's Personal Blog • 65 implied HN points • 11 Nov 24
💰 Finance Market Analysis Economic Events Earnings Reports Investment Strategies Global Economics
  1. The stock market went up after Trump's election, as investors seem unsure if he will actually change global trade and deport many people.
  2. This week is important for tech earnings, with companies like Spotify and Disney sharing their financial results.
  3. Keep an eye on economic events like consumer confidence and inflation rates in different countries throughout the week.

Geopolitical game changer: China's Iran-Saudi peace deal is big blow to petrodollar and US economic hegemony

Geopolitical Economy Report • 518 implied HN points • 23 Mar 23
🌍 World Politics Diplomacy Global Economics Peace
  1. China's successful sponsorship of peace talks between Saudi Arabia and Iran deals a significant blow to the petrodollar system that has supported US economic hegemony.
  2. The peace deal encourages stability and economic cooperation in the region, potentially leading to the integration of Saudi Arabia and Iran into systems like BRICS and the Shanghai Cooperation Organization.
  3. The agreement reflects a growing shift towards a multipolar world where countries like China, Russia, Saudi Arabia, and Iran are seeking closer economic and strategic ties, challenging traditional US dominance.

Top Links 384 Gaza's famine, Malaysia's currency under pressure, PE impasse, pickles for millenials and Hjalmar Schacht's host in Indonesia.

Chartbook • 300 implied HN points • 11 Mar 24
🌍 World Politics Private Equity Global Economics
  1. The post discusses Gaza's famine, Malaysia's currency challenges, private equity dilemmas, pickles for millennials, and Hjalmar Schacht's visit to Indonesia.
  2. The content includes great links, readings, and images from the Chartbook Newsletter by Adam Tooze.
  3. To access the full post and more content like this, readers must be paid subscribers to the newsletter.

Economist Michael Hudson explains inflation crisis and Fed's secretive $4.5 trillion bank bailout

Geopolitical Economy Report • 438 implied HN points • 08 Jan 22
🌍 World Politics Geopolitics Foreign Policy Diplomacy International relations Global Economics
  1. Economist Michael Hudson explains the global inflation crisis, pointing out the flaws in how inflation is measured in the US
  2. The Federal Reserve's $4.5 trillion bank bailout violated regulations and was directed towards big banks such as JP Morgan Chase and Citibank
  3. China and Russia are working on creating independent financial systems to reduce reliance on the US-controlled financial system

The Green Trade Wars

Apricitas Economics • 33 implied HN points • 01 Oct 23
💼 Business Green Energy Electric Vehicles Global Economics
  1. Global adoption of solar, batteries, and EVs is rapidly increasing as these technologies become central to decarbonization efforts.
  2. China dominates solar manufacturing, EV production, and battery manufacturing, posing challenges for other nations to compete.
  3. Green trade wars are intensifying as countries aim to control cleantech industries and secure supply chains, leading to geopolitical competition and trade conflicts.

Economic Calendar for the Week of March 2, 2025

Alex's Personal Blog • 0 implied HN points • 02 Mar 25
💰 Finance Economic Events Market Trends Earnings Reports Global Economics Industry Analysis
  1. This week has a full schedule of important economic events in the U.S. and globally. Pay attention to manufacturing and employment data, as they can affect the economy.
  2. Many companies are reporting their earnings this week, including big names like Target and JD.com. Knowing how these companies are doing can give insights into the market trends.
  3. Different countries are also releasing key data like unemployment rates and GDP growth. Checking on these figures can help understand the global economic landscape.

Country Risk: A Midyear Update for 2018

Musings on Markets • 0 implied HN points • 07 Aug 18
💰 Finance Investment Risk Market Trends Global Economics
  1. Corruption in a country can act like a hidden tax, raising costs for businesses and creating an uneven playing field. Companies that navigate corrupt practices well may even gain a competitive edge over those that don't.
  2. Violence, whether from war or crime, makes it expensive and risky to run a business. Companies must spend more on security and may face high costs if violence disrupts their operations.
  3. The protection of property rights is crucial for businesses. If a legal system fails to enforce these rights, the value of a company and its assets can drop significantly.

January 2017 Data Update 4: Country Risk Update

Musings on Markets • 0 implied HN points • 24 Jan 17
💰 Finance Investment Risk Analysis Market Trends Global Economics Corporate Finance
  1. Where a company operates affects its risk more than where it is incorporated. So a US company can face risks of emerging markets just like local companies.
  2. Not all country risks are the same; some can be managed through diversification in investing. Some risks are country-specific, while others affect all global investors equally.
  3. Understanding country risks helps in corporate finance decisions and in accurate company valuation. This is crucial for investors and companies looking to invest in different countries.

The Brexit Effect: The Signals amidst the Noise

Musings on Markets • 0 implied HN points • 29 Jun 16
💰 Finance Market Analysis Investment Strategies Economic Trends Risk Assessment Global Economics
  1. Brexit caused big market reactions, with the British Pound losing value quickly against the US Dollar. This showed that currency fluctuations can signal larger economic issues.
  2. Experts were often wrong in their predictions about Brexit's consequences, leading many to distrust their advice. This highlights how people sometimes ignore experts in favor of their own beliefs.
  3. Stories matter more than numbers in shaping public opinion. The Leave campaign had a stronger narrative, which attracted more support compared to the Remain side's focus on statistics.

Trapped Cash: Measurement and Consequences

Musings on Markets • 0 implied HN points • 19 Aug 11
💼 Business Corporate Finance Investment strategy Market Analysis Global Economics
  1. Trapped cash is money that companies can't easily access because it's stuck in foreign subsidiaries. This happens for several reasons like local laws, taxes, and investment needs.
  2. Having trapped cash can hurt a company's value. If that cash isn't earning a good return or is hard to access, it could lead to wasted resources or bad investment decisions.
  3. Changing tax laws could help release trapped cash, but many believe these changes won't boost investments or create jobs. Instead, companies might just use the cash for dividends or buybacks instead.

What is the message the market is sending?

Musings on Markets • 0 implied HN points • 25 Oct 08
💰 Finance Market Trends Economic Indicators Investment Strategies Risk management Global Economics
  1. The market is currently focused on the economy rather than banking issues. Investors are worried about a possible recession next year.
  2. Historically, the market isn't always a reliable predictor of economic slowdowns. A big drop in the market can suggest a slowdown, but not every decline leads to a recession.
  3. Some positive factors are still present, like falling oil prices and low global interest rates, which could help the economy recover in the future.

Economic Calendar for the Week of December 1, 2024

Alex's Personal Blog • 0 implied HN points • 01 Dec 24
💰 Finance Economic Events Earnings Reports Market Analysis Global Economics
  1. This week is packed with important earnings reports from major companies like Salesforce and Chewy. Keeping up with these can help you understand market trends.
  2. There are also key U.S. economic events happening, such as job openings and the employment report. These indicators can show how the economy is doing.
  3. Understanding global economic events, like inflation rates and GDP growth in other countries, is important too. It gives a bigger picture of the economic landscape.