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Simon Cox

@s1moncox

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Journalist at The Economist. Interested in emerging economies, especially China. Opinions may be my own; they certainly aren't my employer's. Likes=bookmarks

Hong Kong
Joined May 2013
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@s1moncox
Simon Cox
2 years
In our Drum Tower newsletter a few weeks ago, I said it was kind of remarkable that China even published its alarming youth unemployment figures... https://t.co/ZS2CGYnGHY
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@s1moncox
Simon Cox
3 years
Post by Andrew Smithers to the 2009 Lucas roundtable
economist.com
Economics can explain much about finance without it
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@s1moncox
Simon Cox
3 years
Post about a post by Richard Posner on the 2009 Lucas roundtable
economist.com
Some didn't believe in bubbles at all
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@s1moncox
Simon Cox
3 years
Post by Robert Lucas to the 2009 Lucas roundtable
economist.com
Robert Lucas' actual views on Ben Bernanke
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@s1moncox
Simon Cox
3 years
Post by Robert Barro to the 2009 Lucas roundtable
economist.com
Blame the politicians instead
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@s1moncox
Simon Cox
3 years
Post by @MarkThoma to the 2009 Lucas roundtable
economist.com
Economics' failure one of sociology within the field
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@s1moncox
Simon Cox
3 years
Post by @tylercowen to the 2009 Lucas roundtable
economist.com
Economists must acknowledge some key errors
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@s1moncox
Simon Cox
3 years
Post by @MarkusEconomist to the 2009 Lucas roundtable
economist.com
Models must come to resemble the real world
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@s1moncox
Simon Cox
3 years
Post by @delong to the 2009 Lucas roundtable
economist.com
Have Robert Lucas' views shifted in recent months?
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@JosephNWalker
Joseph Noel Walker
3 years
9. On the perils of being a colourblind Treasury Secretary (Full transcript here: https://t.co/vcC44UCbg0)
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@s1moncox
Simon Cox
3 years
This graph was published in 2018 based on the Brookings poverty clock model. The latest poverty clock estimate for India in 2022 is 51m. India's most recent official poverty count is from 2011/12! https://t.co/fIBOFjTZhX https://t.co/jwsEDHwTxh
Tweet card summary image
worldpoverty.io
Explore poverty data by age, gender, and region for every country in the world until 2030
@Noahpinion
Noah Smith 🐇🇺🇸🇺🇦🇹🇼
3 years
This is just an incredible graph. India is making absolutely amazing strides against poverty. (ht @scienceisstrat1)
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@s1moncox
Simon Cox
3 years
By that test, the deficit target is a slightly better guide to China’s nominal GDP growth in my opinion. It often understates it. But by less than the growth & CPI target overstates it.
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@s1moncox
Simon Cox
3 years
One way to evaluate the two methods is to compare their answers with actual nominal GDP growth in the past. (That is a test of how well the guesstimates matched the target, and how well the authorities met their target.)
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@s1moncox
Simon Cox
3 years
Which is better? The CPI target is a ceiling and the wrong measure of inflation. However, the deficit target is rounded off. If 3% of GDP is actually 2.95% it makes a surprisingly big difference.
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@s1moncox
Simon Cox
3 years
Here are two ways to guesstimate China’s target for nominal GDP growth (ie, growth before adjusting for inflation) 1) Combine the growth target (5%) & consumer-price inflation target (3%)=8.15% 2) Infer it from the budget-deficit target (3%). That implies nominal growth of 6.9%
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@s1moncox
Simon Cox
3 years
My working: Military spending in 2022 was 1.449963trn. GDP in 2022 was 121.0207trn. Military spending in 2023 is budgeted to be 1.5537trn. There is no formal target for nominal GDP in 2023. But the deficit target implies it will be 3.88/0.03=129.333trn.
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@s1moncox
Simon Cox
3 years
I estimate that China's military spending will increase from 1.198% of GDP in 2022 to 1.201% of GDP in 2023.
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