Jeremy Mark
@jedmark888
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Senior fellow at the Atlantic Council GeoEconomics Center. Former IMF, former WSJ/AWSJ.
Joined April 2009
A very useful summary by my @AtlanticCouncil colleague @Ke_Luolin of past NSS statements on China, highlighting the sharp departure in the latest edition from the Trump administration. @ACGeoEcon
This afternoon, I read through 39 years of NSS assessments of 🇨🇳 in order to verify a claim that I published with @AtlanticCouncil: This NSS is the first since 1988 to neither denounce China's authoritarianism nor express an intent to promote democratic reform in China (1/17)
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Absence Makes the Heart Grow Fonder: Two of China’s private data agencies failed to release monthly home sales numbers after a struggling state-backed developer asked to extend a bond repayment. @ACGeoEcon @ACGlobalChina
https://t.co/7zqczMAnPM
bloomberg.com
Two of China’s private data agencies skipped releasing data on monthly home sales by the country’s top developers, after state-backed China Vanke Co. stirred market concerns with its bond extension...
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Deflation Hits Home: an excellent deep dive into Chin's falling prices. Bloomberg's analysis of price trends across 36 cities shows deflation hitting harder than the official numbers suggest. @ACGeoEcon @ACGlobalChina
https://t.co/o2s01VQArA
bloomberg.com
Bloomberg analysis shows deflation on the ground feels more pronounced than official data show, with prices of everyday goods plunging and the share of loss-making companies at a 25-year high.
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China’s economic activity cooled more than expected in October, with slumping investment and slower growth in industrial output adding to the drag from sluggish consumption. Fixed-asset and property investment both dropped. @acgeoecon @acglobalchina
https://t.co/9txgnRR08T
bloomberg.com
China’s economic activity cooled more than expected at the start of the fourth quarter, with an unprecedented slump in investment and slower growth in industrial output adding to a drag from sluggish...
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📦➡️💼 The next phase of Asia-Pacific trade isn’t just about goods. At our #APEC2025 Rebalancing Trade panel, @jedmark888 highlighted how services–from transport to finance to digital industries–are still held back by regulatory barriers. Addressing these gaps could unlock
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⛏️🇺🇸🇨🇳 China’s rare earth dominance remains a strategic leverage point. On our #APEC2025 panel on Rebalancing Trade, @KDonovan_AC, @jedmark888 and @clairechu_ noted that diversifying away from Chinese supply chains will take years–not months–and require coordinated action across
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“Both sides just took a time machine back to the pre-Sept. 29 status quo,” except for the fentanyl-related 10% tariff cut. “For Beijing, this episode will reinforce confidence in the strategy of industrial resilience.” @ACGeoEcon @ACGlobalChina
https://t.co/qtUsPXifwg
wsj.com
Washington and Beijing haven’t addressed their underlying conflicts, and commerce is going to be rocky for years to come.
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I contributed to this @AtlanticCouncil Experts React piece on the Xi-Trump meeting. "China has the advantage as talks continue--and the US risks losing the leverage it has." @ACGeoEcon @ACGlobalChina
https://t.co/aQudUN24Nx
atlanticcouncil.org
The US and Chinese presidents met on Thursday to discuss issues ranging from tariffs to TikTok. Atlantic Council experts break down what came out of the tĂŞte-Ă -tĂŞte.
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My latest for @AtlanticCouncil on some of the economic policy pronouncements in the communique about China's 15th five-year plan. One key takeaway: bad news on surging exports for China's trading partners. @ACGeoEcon @ACGlobalChina
atlanticcouncil.org
In Beijing, the Chinese Communist Party’s Central Committee met this week to move forward the country’s fifteenth five-year plan.
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Someone explain to us Wall St's contribution to this debate These China teams wait for official Q3 figures to be released, accept them blindly, do no work themselves & then declare Beijing to be on track Except to say they need "more stimulus!" Mindless https://t.co/ONudR8OV9p
scmp.com
Leading banks raise estimates after third-quarter data beats expectations, but some analysts caution more policy support needed.
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A first-rate analysis of the structural issues underlying the problem of overcapacity in the Chinese economy. @ACGeoEcon @ACGlobalChina
Sharing my piece in @ForeignAffairs where I argue that, unlike the common perception, China’s overcapacity problem is NOT primarily about government subsidies (many of which have been rolled back) or lack of domestic demand (true in general, but not the leading cause in green
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Many thanks to @sherisse of @NPR for reaching out to discuss the complex problems facing a slowing Chinese economy. @AtlanticCouncil @ACGeoEcon @ACGlobalChina
https://t.co/3yeJcF62MC
npr.org
As economic strains and pressure with the U.S. builds, China's Communist Party leaders will meet next week to discuss the country's economic path forward.
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With the IMF annual meeting getting underway, I blogged for The Atlantic Council about the (normally ignored) ideas of developing countries that are worried about trade tensions, slowing growth and unsustainable debt burdens. @ACGeoEcon @AtlanticCouncil
https://t.co/iU74TjHFxi
atlanticcouncil.org
We sent our experts to the IMF and World Bank headquarters to glean a sense of what may be in store for the global economy—and what policymakers should do about it.
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In tightening export controls on rare earths, Beijing insists it isn’t “weaponizing supply,” only “regulating for security.” Yet the move marks a decisive moment: China has shown its hand for what Pax Sinica looks like—an order where gatekeeping over strategic materials and
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As countries gather for next week's IMF/World Bank meetings, it is essential to focus on a global response to the challenges of debt and climate change. Join @AtlanticCouncil @ACGeoEcon @HeinrichBoell_ on October 14 to discuss the issues. https://t.co/PnYoszPCv3 via @YouTube
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China’s factory activity declined for a sixth straight month in August, the longest slump since 2019, based on the government's manufacturing purchasing index. Construction and services also slowed. @ACGeoEcon @ACGlobalChina
https://t.co/mXEOY9EAou
bloomberg.com
China’s factory activity improved slightly but extended its decline into a sixth month — the longest slump since 2019 — with the economy at risk of a slowdown after a growth spurt to start the year.
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"For Xi, the difference between not supporting Taiwan’s independence and explicitly opposing would signal a shift in U.S. policy...to one that actively aligns with Beijing against Taiwanese sovereignty." @ACGeoEcon @ACGlobalChina
https://t.co/dLpGgeiwD7
wsj.com
The Chinese leader views President Trump’s eagerness for a trade deal as an opportunity to press for his top goal.
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Poland has become the biggest buyer of drones from Taiwan, buying some 60% of its exports. Taiwanese drone maker Ahamani said it plans to open a Polish factory as Poland seeks to avoid using Chinese parts. @ACGeoEcon @ACGlobalChina
https://t.co/ZOCBo9m484
bloomberg.com
Poland has become the biggest buyer of drones from Taiwan as the Eastern European country, on Russia’s doorstep, bolsters its defense capabilities and seeks to reduce reliance on Chinese parts.
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China is heading for deflation. Somehow it thinks a political campaign focusing on something called “involution” will help stave off disaster. My latest.
nytimes.com
China’s problem with competition is that it’s too brutal.
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The Chinese leadership has gone to great lengths to project an image of strength and confidence. But the reality is of a country mired in a slowdown despite efforts to juice the economy. My latest for @AtlanticCouncil @ACGeoEcon @ACGlobalChina
https://t.co/Rtc3tmp7Eg
atlanticcouncil.org
New statistics from Beijing describe a country mired in a slowdown. Efforts to juice the economy late last year have failed to stimulate sustained recovery.
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