Richard Baldwin
@BaldwinRE
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Prof of Int’l Econ @IMD_Bschool; Founder & Editor-in-Chief @VoxEU; NonRes Fellow @PIIE. Books:Globotics Upheaval 2019, MITEconPhD, https://t.co/aS07tSaQVl
Lausanne, Switzerland
Joined February 2012
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India must stop fighting the US tariffs and look for other markets, collaborate both internally and externally, while deepening and broadening its value chain — this is what most international supply chain experts said on Day 1 of Ashwamedh-Elara India Dialogue 2025.
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I'm excited to announce our $22M Series A here at Orchard!🍎. Here @Orchard_Robots, we’re securing America’s food supply by building the AI farmer that automates our nation’s farms. Our mission is to make farming profitable, efficient, and sustainable again.
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"The problem with Trump's tariffs and the reason it won't work is because you're relying entirely on tariffs to do all the reindustrialisation work when indeed much more is needed." .In a conversation with @govindethiraj on The Core Report, @BaldwinRE explains why high tariffs
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Take a good economy, add 2 stagflationary policies (tariffs & deportations) get middleclass squeeze. ❓Will this affect their midterm vote?.👉“Wealthy Americans are helping keep swaths of the economy in good stead as they continue to buy first-class plane tickets and high-end
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Good point, Eduardo; I should’ve been clearer that it’s about the gap between unemployment of college educated and others. Before Covid there was a clear edge to having a degree; now not so much. But the job market is pretty tight when measured by unemployment. And that’s true.
@BaldwinRE The first chart seems to tell that unemploymente is stable for non-college workers but is increasing for college workers. Doesn´t that contradict the chart title?.
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Prices down? Nope👀📊👇.
Campaign promise ✍️@realdonaldtrump:.👉”Twelve months from January 20th . your electric bill, including cars, air conditioners, heating, everything, your total electric bill will be 50 per cent less. We are going to cut it in half and we have the power to do it,”
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Well, sorta. Nah. 👉Look at the chart. 👉What matters is the price of frequently bought GOODS. 👉CPI is big time services. 👉Inflation expectations baked into 30yr yields.
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reuters.com
President Donald Trump said on Wednesday the U.S. might have to "unwind" trade deals it reached with the European Union, Japan and South Korea, among others, if it loses a Supreme Court tariffs case,...
”The Trump administration can’t get its story straight about whether its trade deals will hold any water if the tariffs are struck down,".✍️Senator Ron Wyden, the top Democrat on the Senate Finance Committee, said Trump's comments sowed more confusion. 👉Trump said rescinding the
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”The Trump administration can’t get its story straight about whether its trade deals will hold any water if the tariffs are struck down,".✍️Senator Ron Wyden, the top Democrat on the Senate Finance Committee, said Trump's comments sowed more confusion. 👉Trump said rescinding the
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RT @BaldwinRE: Astounding changes in the US job market. But the middle class is still struggling.
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Name That Rushmore, Game 95:. See hint in 2nd comment if you get stuck on this one.
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BTW, good luck with the Fed Chair application.
Bottom line: it’s still extremely difficult to argue that tariffs are causing any meaningful inflation. If that were the case, you’d think imported goods would grow more expensive, and U.S. inflation would diverge from others’.
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Well, sorta. Nah. 👉Look at the chart. 👉What matters is the price of frequently bought GOODS. 👉CPI is big time services. 👉Inflation expectations baked into 30yr yields.
Bottom line: it’s still extremely difficult to argue that tariffs are causing any meaningful inflation. If that were the case, you’d think imported goods would grow more expensive, and U.S. inflation would diverge from others’.
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Astounding changes in the US job market. But the middle class is still struggling.
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Full conversation:
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ICYMI.
"The problem with Trump's tariffs and the reason it won't work is because you're relying entirely on tariffs to do all the reindustrialisation work when indeed much more is needed." .In a conversation with @govindethiraj on The Core Report, @BaldwinRE explains why high tariffs
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**POLITICS:** Like watching a chess match played by a team of lawyers led by a former First Lady. These people, their reach is far. Some of the most connected in the industry. Clerks on speedial. Imo. 😆 Interesting times. Politicians are brokers and lobbyists allowed access.
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Trump could use Smoot-Hawley Act to keep tariffs even if Supreme Court rules IEEPA-use illegal. ✍️ @Reuters .“One of those authorities, he added, could be .👉Section 338 of the Smoot-Hawley Tariff Act of 1930, .👉”which allows the president to impose tariffs of up to 50% for
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✍️ @guardian .👉“To see Mr Modi, Mr Xi and Vladimir Putin smiling and joking is to watch Washington’s influence fade.”.👉”For China, the rewards are immediate. Mr Trump has given Mr Xi a stage on which to pose as the host of an important multipolar gathering.”.👉 For Moscow,
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Take a good economy, add 2 stagflationary policies (tariffs & deportations) get middleclass squeeze. ❓Will this affect their midterm vote?.👉“Wealthy Americans are helping keep swaths of the economy in good stead as they continue to buy first-class plane tickets and high-end
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