Kevin@global citizen
@kevinziyizhaoInvestment manager (global bonds, total return, inflation-linked/ FX), China’s policy since 1986, Global macro analysis/investment strategies. Views are my own.
Similar User
@CSISFreeman
@MichaelSchuman
@callicrates_
@t_cunningham99
@pretentiouswhat
@zhaot2005
@mattsheehan88
@ZhangTaisu
@raffpantucci
@shehzadhqazi
@lukedepulford
@fcastofthemonth
@Dalzell60
@DirexionLETFs
@ChadDaBad2
I am pleased that I called the Fed rate decision correctly yesterday on Bloomberg TV with G.Johnson, A.Edwards and L.Burton even though 89 out of 93 Wall Street economists forecast 25bps and the Fed had not started its easing /tightening cycle with 50bps or more in recent decades
This is me visiting Tibet while conducting research for my book The Split Unlike the vast majority who write books & news articles about Tibet, I actually went there 3 times I saw the amazing economic changes from my first visit in 2001 when Tibetans were desperately poor to…
The Jewish people have historically held great affection and respect for the Chinese. Both cultures share core values, including a strong emphasis on education, the centrality of family, a profound respect for history, and the resilience to endure and overcome adversity. These…
Trump's defense of the dollar's reserve currency status is disconsonant because it's a key reason for the structural trade deficit. Demand for dollar assets creates a capital account surplus that induces the U.S. to run a current account deficit. (Triffin dilemma, anyone?)…
President-Elect Donald Trump on “the BRICS Countries [that] are trying to move away from the Dollar.” #economy #markets @realDonaldTrump #dollar #trade #econtwitter
Rory Stewart, "We're in an unbelievable hole.. 9.2 million economically inactive people.. That's 1 in 7 aged under 65 who aren't children" "We're complete European outliers.. The rest of Europe sorted itself after covid, we didn't" "Nobody has a clue of why it's happening, it's…
Billionaires in the U.S. are .0005% of the population, yet accounted for 18% of 2024 electoral spending. Just 150 billionaire families spent nearly $2 billion. This is not democracy. It is oligarchy. Time to overturn Citizens United and move to public funding of elections.
An interesting take on the “true impact of the impact of export controls on China and US semiconductor toolmakers”. However, the author makes a number of rookie mistakes in assessing China’s industrial policy and its effectiveness, and the impact on US toolmakers. A short thread.…
China’s cumulative contribution to climate change now exceeds that of Europe. Check out today's Chartbook Top Link for more content. Sign up here: tinyurl.com/mv98s9n2
Finally found some good use for generative AI (in a presentation tomorrow at the ANU China update on the need for China’s domestic demand stimulus in light of reelection of Mr T)
The collapse of all western pretensions…. Please don’t anymore say a word about human rights, humanitarian law, international justice.
BREAKING — Germany’s government spokesperson says Berlin isn’t likely to comply with ICC warrant for Netanyahu "I find it hard to imagine that arrests could be made in Germany on this basis", Steffen Hebestreit told reporters. Via @vonderburchard
One of the smartest decisions the Chinese government made in 2024 was expanding it's visa free program for dozens of countries around the world 🌍 It's completely changing the world's perception of the country as China continues to welcome in more visitors 🇨🇳 In the 3rd quarter…
Low bar tbh
🚨BREAKING: New poll by JL partners shows Elon Musk is more liked in Britain than Keir Starmer. The British are pro-free speech.
My own judgement is that the Fed and markets are still underestimating the overheating risk. I ask myself: Why is cutting rates a priority into that environment?
#MRCBG's Director @LHSummers perspective on the threat of future inflation is the focus of this recent @CNN article. Read it here 👉 cnn.com/2024/11/12/bus… #Economy #Inflation
A trend to watch for in Trump Putsch 2.0, borrowing from the collapse of the USSR: giving public assets to oligarchs, only in the guise of making government more efficient. Elon's DOGE is tailor-made for this, starting with digital assets (spectrum, broadcasting) then... /1
Noam Chomsky's latest book is not perfect, but it tells you more about US foreign policy than a lot of the pablum that US officials write to justify their actions. foreignpolicy.com/2024/11/15/cho…
1/ Harvard’s Kennedy School of Government (@Kennedy_School) aspires to train individuals to play leadership roles in government to make a more prosperous, safer, juster world for its 8 billion inhabitants.
The Democratic campaign strategist is like an anxious job applicant, so afraid of saying something wrong that every meticulously prepared response betrays an utter lack of confidence and conviction. Except their eagerness to please is somehow condescending at the same time.
A new study from the London School of Economics says 50 years of tax cuts in the U.S. — which promised to “trickle down” and eventually boost jobs and income for everyone — have only helped one group: the rich. cbsnews.com/news/tax-cuts-…
United States Trends
- 1. Bengals 60,5 B posts
- 2. Eagles 50,1 B posts
- 3. Ravens 35,4 B posts
- 4. Justin Tucker 3.320 posts
- 5. Maddox 6.031 posts
- 6. Steelers 78,4 B posts
- 7. Kirk Cousins 11,5 B posts
- 8. Jets 54 B posts
- 9. Colts 29,5 B posts
- 10. Bryce Young 4.300 posts
- 11. Vikings 35,7 B posts
- 12. Tony Romo 1.099 posts
- 13. Jalen Carter 1.982 posts
- 14. #SKOL 7.121 posts
- 15. Falcons 23,2 B posts
- 16. #HereWeGo 12,5 B posts
- 17. Seahawks 35,5 B posts
- 18. Trevor Lawrence 28,2 B posts
- 19. Mark Andrews 2.482 posts
- 20. Penix 5.521 posts
Who to follow
-
CSIS Freeman Chair in China Studies
@CSISFreeman -
Michael Schuman
@MichaelSchuman -
Callicrates
@callicrates_ -
Tom Cunningham (TC)
@t_cunningham99 -
David Fishman
@pretentiouswhat -
Tong ZHAO
@zhaot2005 -
Matt Sheehan
@mattsheehan88 -
Taisu Zhang
@ZhangTaisu -
Raffaello Pantucci
@raffpantucci -
Shehzad Qazi
@shehzadhqazi -
Luke de Pulford
@lukedepulford -
Omair Sharif
@fcastofthemonth -
Michael D. Swaine
@Dalzell60 -
Direxion LETFs
@DirexionLETFs -
ChadDaBad
@ChadDaBad2
Something went wrong.
Something went wrong.