@centreeuropeanref.bsky.social paper by @sandertordoir.bsky.social & Brad Setser @cfr.org
Germany is ground zero of the second #Chinashock, but Berlin is not fighting back, even as the shock erodes the country’s engineering sectors that are vital to its economic security.
Read here: buff.ly/2OizisL
Germany is ground zero of the second #Chinashock, but Berlin is not fighting back, even as the shock erodes the country’s engineering sectors that are vital to its economic security.
Read here: buff.ly/2OizisL
May 20, 2026 at 8:00 AM
@centreeuropeanref.bsky.social paper by @sandertordoir.bsky.social & Brad Setser @cfr.org
Germany is ground zero of the second #Chinashock, but Berlin is not fighting back, even as the shock erodes the country’s engineering sectors that are vital to its economic security.
Read here: buff.ly/2OizisL
Germany is ground zero of the second #Chinashock, but Berlin is not fighting back, even as the shock erodes the country’s engineering sectors that are vital to its economic security.
Read here: buff.ly/2OizisL
Looking back over our most read publications of 2025, Brad Setser & @sandertordoir.bsky.social wrote in their January policy brief "#China is taking a dominant share of the global market in an ever-expanding set of industrial sectors." #chinashock
Read here: buff.ly/PNQPqin
Read here: buff.ly/PNQPqin
January 7, 2026 at 12:01 PM
Looking back over our most read publications of 2025, Brad Setser & @sandertordoir.bsky.social wrote in their January policy brief "#China is taking a dominant share of the global market in an ever-expanding set of industrial sectors." #chinashock
Read here: buff.ly/PNQPqin
Read here: buff.ly/PNQPqin
A permanent #eurobond scheme worth 2% of GDP would lock in 1.5–2% long-run growth, lower debt ratios, and give us the fiscal firepower to withstand shocks. In the eye of the second #ChinaShock Germany's refusal is chauvanistic blindness, blocking the very mechanism the continent needs.
So let me get this straight? #EUCO can suddeenly create all kinds of strategies to work around unanimity regarding defense and enlargement, but not when it comes to permanently integrating NGEU-tested fiscal machinery, like joint EU debt, larger budgets, or more flexible investment mechanisms?
September 29, 2025 at 9:19 AM
A permanent #eurobond scheme worth 2% of GDP would lock in 1.5–2% long-run growth, lower debt ratios, and give us the fiscal firepower to withstand shocks. In the eye of the second #ChinaShock Germany's refusal is chauvanistic blindness, blocking the very mechanism the continent needs.
Bloomberg’s Points of No Return: #Canada is a bigger #tradingpartner to the US than #China. Overtaken some two decades ago as the “ #Chinashock” of cheap #manufactured #goods played out, in the last year it regained the lead” #CanadaSky #tradewar #cdnecon
August 24, 2026 at 11:05 AM
Bloomberg’s Points of No Return: #Canada is a bigger #tradingpartner to the US than #China. Overtaken some two decades ago as the “ #Chinashock” of cheap #manufactured #goods played out, in the last year it regained the lead” #CanadaSky #tradewar #cdnecon
At the G7 summit, Ursula von der Leyen urged collective action against China's dominance in rare earth elements, emphasizing the need for alternative suppliers to counter China's coercive trade tactics.
#ChinaShock #G7Summit #TradeRelations
#ChinaShock #G7Summit #TradeRelations
June 17, 2025 at 12:30 PM
At the G7 summit, Ursula von der Leyen urged collective action against China's dominance in rare earth elements, emphasizing the need for alternative suppliers to counter China's coercive trade tactics.
#ChinaShock #G7Summit #TradeRelations
#ChinaShock #G7Summit #TradeRelations
China Shock 2.0: China floods markets to hide its domestic collapse. It’s a system that delegated everything to algorithms, losing touch with reality. When "autopilot" ignores the crisis, a crash is certain. Time to switch back to manual control. #ChinaShock #Economy #GlobalCrisis
June 20, 2026 at 6:02 PM
China Shock 2.0: China floods markets to hide its domestic collapse. It’s a system that delegated everything to algorithms, losing touch with reality. When "autopilot" ignores the crisis, a crash is certain. Time to switch back to manual control. #ChinaShock #Economy #GlobalCrisis
The Beijing skyscraper crash exposes a fatal gap in China’s "absolute control" narrative. Authorities ruled out terrorism and mechanical failure, blaming the pilot’s anxiety. This is classic systemic gaslighting to hide the truth about security vulnerabilities. #ChinaShock #SystemicRisk
July 10, 2026 at 12:09 PM
The Beijing skyscraper crash exposes a fatal gap in China’s "absolute control" narrative. Authorities ruled out terrorism and mechanical failure, blaming the pilot’s anxiety. This is classic systemic gaslighting to hide the truth about security vulnerabilities. #ChinaShock #SystemicRisk
Zhong Shaojun’s public purge proves Xi Jinping’s security campaign is consuming his inner circle. As Beijing drives "China Shock 2.0" to export industrial overcapacity globally, the fall of Xi’s former chief of staff shows political control overrides everything. #China #Geopolitics #ChinaShock
September 4, 2026 at 2:20 PM
Zhong Shaojun’s public purge proves Xi Jinping’s security campaign is consuming his inner circle. As Beijing drives "China Shock 2.0" to export industrial overcapacity globally, the fall of Xi’s former chief of staff shows political control overrides everything. #China #Geopolitics #ChinaShock
China Shock 2.0: The explosion at Russia’s Amur Gas Chemical Complex shatters Moscow’s flagship Sino-Russian project.
Rescued by $4.6B in Chinese state loans after Western firms exited, the fatal disaster highlights Moscow's total dependence on Beijing’s tech & capital.
#ChinaShock
Rescued by $4.6B in Chinese state loans after Western firms exited, the fatal disaster highlights Moscow's total dependence on Beijing’s tech & capital.
#ChinaShock
August 27, 2026 at 2:44 PM
China Shock 2.0: The explosion at Russia’s Amur Gas Chemical Complex shatters Moscow’s flagship Sino-Russian project.
Rescued by $4.6B in Chinese state loans after Western firms exited, the fatal disaster highlights Moscow's total dependence on Beijing’s tech & capital.
#ChinaShock
Rescued by $4.6B in Chinese state loans after Western firms exited, the fatal disaster highlights Moscow's total dependence on Beijing’s tech & capital.
#ChinaShock
China Shock 2.0 in action: by assembling SKD/CKD kits in the former MAN plant in Steyr (Austria), Chinese firms bypass EU tariffs and undercut local competitors by 30%. Driven by urban zero-emission mandates, fleets like DHL are shifting to Chinese e-trucks.
#ChinaShock #EV #TradeWar
#ChinaShock #EV #TradeWar
August 7, 2026 at 3:16 PM
Then again the entire purpose of #PaxSilica is to build a redundant secured #semiconductor supply chain as a hedge against a secondary #ChinaShock.
My concern here is "demand side collapse" exposure for the #Philippines. What if they spent billions of dollars building #semiconductor infrastructure and demand did not come? The sunk cost would be massive and since these are specialized infrastructure it cannot be easily repurposed for other use.
While everyone is talking about #PaxSilica there's nothing concrete yet. It has the POTENTIAL for industrialization of the #Philippines but the build out would take decades. For now it's more a pledge for #semiconductor supply chain security than anything tangible.
bworldonline.com/top-stories/...
bworldonline.com/top-stories/...
August 7, 2026 at 4:42 PM
Then again the entire purpose of #PaxSilica is to build a redundant secured #semiconductor supply chain as a hedge against a secondary #ChinaShock.
China July PMI in contraction (49.2): new orders and domestic demand are falling. Amid #ChinaShock 2.0, Beijing bets heavily on high-tech output and cheap exports, clashing with new tariffs and job market weakness. #ChinaEconomy #Trade
August 3, 2026 at 5:01 PM
China July PMI in contraction (49.2): new orders and domestic demand are falling. Amid #ChinaShock 2.0, Beijing bets heavily on high-tech output and cheap exports, clashing with new tariffs and job market weakness. #ChinaEconomy #Trade
Japanese government bonds have a three-body problem#BankofJapan #Block2 #ChinaDeflation #ChinaShock #Finance #JapanNationalDebt #JapanYen #JapaneseGovernmentBonds #JGBYields #SanaeTakaichi #YenDepreciation
July 6, 2026 at 10:00 PM
Japanese government bonds have a three-body problem#BankofJapan #Block2 #ChinaDeflation #ChinaShock #Finance #JapanNationalDebt #JapanYen #JapaneseGovernmentBonds #JGBYields #SanaeTakaichi #YenDepreciation
EU wordt geconfronteerd met een “nieuwe China-schok” nu de afhankelijkheid van Chinese goederen toeneemt #EU #ChinaShock #Afhankelijkheid #StrategischeKwetsbaarheid #Toeleveringsketens
EU wordt geconfronteerd met een “nieuwe China-schok” nu de afhankelijkheid van Chinese goederen toeneemt
Key takeaways De Europese industrieën worden geconfronteerd met een groeiende crisis van strategische kwetsbaarheid, aangezien Chinese bedrijven een dominante en vaak exclusieve greep hebben gekregen op verschillende sleutelsectoren. Een zogenoemde “China-shock”. Deze structurele afhankelijkheid heeft een punt bereikt waarop het vrijwel onmogelijk is om levensvatbare alternatieve leveranciers te vinden. Afhankelijk van Chinese goederen De situatie […]
businessam.be
May 26, 2026 at 8:22 PM
EU wordt geconfronteerd met een “nieuwe China-schok” nu de afhankelijkheid van Chinese goederen toeneemt #EU #ChinaShock #Afhankelijkheid #StrategischeKwetsbaarheid #Toeleveringsketens
Read @sandertordoir.bsky.social's Jan 2025 paper 'How German industry can survive the second #Chinashock' here: buff.ly/xy47QhL
November 20, 2025 at 11:00 AM
Read @sandertordoir.bsky.social's Jan 2025 paper 'How German industry can survive the second #Chinashock' here: buff.ly/xy47QhL
The evolution of robots in the AI wave and the strengthening of Chinese roll
#robotics #MWC2025 #AI #Chinashock
#robotics #MWC2025 #AI #Chinashock
The evolution of robots in the AI wave and the strengthening of Chinese roll
The Mobile World Congress 2025(MWC 2025), the world's largest mobile telecommunication exhibition held in Barcelona, Spain, ended its four-day tour on Sunday (
it.chosun.com
March 10, 2025 at 1:41 AM
The evolution of robots in the AI wave and the strengthening of Chinese roll
#robotics #MWC2025 #AI #Chinashock
#robotics #MWC2025 #AI #Chinashock
Begrip in het nieuws: "China Shock" - www.dfbonline.nl/begrip/27812....
Zie ook FD "Tweede China-schok raakt Europese industrie midscheeps" - fd.nl/politiek/159... #ChinaShock
Zie ook FD "Tweede China-schok raakt Europese industrie midscheeps" - fd.nl/politiek/159... #ChinaShock
Betekenis-definitie China Shock: Ook: China Trade Shock. ... - DFB | De Financiële Begrippenlijst
Grootste financieel-economische lexicon in NL-taalgebied. Termenlijst met 22628 begrippen over economie, geld, geldzaken, financiële markten, beurs en beleggen.
www.dfbonline.nl
May 25, 2026 at 9:32 AM
Begrip in het nieuws: "China Shock" - www.dfbonline.nl/begrip/27812....
Zie ook FD "Tweede China-schok raakt Europese industrie midscheeps" - fd.nl/politiek/159... #ChinaShock
Zie ook FD "Tweede China-schok raakt Europese industrie midscheeps" - fd.nl/politiek/159... #ChinaShock
In het nieuws: "China Shock" - www.dfbonline.nl/begrip/27812.... Zie ook FD: fd.nl/opinie/15532... #ChinaShock
Betekenis-definitie China Shock: Ook: China Trade Shock. ... - DFB | De Financiële Begrippenlijst
Grootste financieel-economische lexicon in NL-taalgebied. Termenlijst met 22136 begrippen over economie, geld, geldzaken, financiële markten, beurs en beleggen.
www.dfbonline.nl
April 25, 2025 at 8:11 AM
In het nieuws: "China Shock" - www.dfbonline.nl/begrip/27812.... Zie ook FD: fd.nl/opinie/15532... #ChinaShock
Economists promised free trade would lift all boats—but the #ChinaShock sank U.S. manufacturing towns. Millions lost jobs, wages tanked, and communities crumbled. Now, economists admit they might have got it wrong #Econ #Trade #Jobs
Why economists got free trade with China so wrong
The "China Shock" is revisited, and it raises questions about why economists failed to see the costs of free trade.
www.npr.org
February 11, 2025 at 5:16 PM
Economists promised free trade would lift all boats—but the #ChinaShock sank U.S. manufacturing towns. Millions lost jobs, wages tanked, and communities crumbled. Now, economists admit they might have got it wrong #Econ #Trade #Jobs
China Shock 2.0 jolts global economy as Trump does Xi’s work#Block1 #BYD #China #ChinaEconomy #ChinaShock #DeepSeek #DonaldTrump #HorizonRobotics #MadeinChina2025 #Qcraft #SoutheastAsia #Tesla
April 19, 2026 at 12:00 AM
China Shock 2.0 jolts global economy as Trump does Xi’s work#Block1 #BYD #China #ChinaEconomy #ChinaShock #DeepSeek #DonaldTrump #HorizonRobotics #MadeinChina2025 #Qcraft #SoutheastAsia #Tesla
"
1. The €360 Billion Ticking Time Bomb
2. Existing Defenses are Too Slow
3. Unleashing the Economic "Bazooka"
4. Forging Branded New Trade Weapons
5. The CCP's Retaliation Threat
"
#EU #China #TradeWar #ChinaShock #GlobalEconomy #Manufacturing #SupplyChain #Tariffs
1. The €360 Billion Ticking Time Bomb
2. Existing Defenses are Too Slow
3. Unleashing the Economic "Bazooka"
4. Forging Branded New Trade Weapons
5. The CCP's Retaliation Threat
"
#EU #China #TradeWar #ChinaShock #GlobalEconomy #Manufacturing #SupplyChain #Tariffs
July 2, 2026 at 12:13 PM
"
1. The €360 Billion Ticking Time Bomb
2. Existing Defenses are Too Slow
3. Unleashing the Economic "Bazooka"
4. Forging Branded New Trade Weapons
5. The CCP's Retaliation Threat
"
#EU #China #TradeWar #ChinaShock #GlobalEconomy #Manufacturing #SupplyChain #Tariffs
1. The €360 Billion Ticking Time Bomb
2. Existing Defenses are Too Slow
3. Unleashing the Economic "Bazooka"
4. Forging Branded New Trade Weapons
5. The CCP's Retaliation Threat
"
#EU #China #TradeWar #ChinaShock #GlobalEconomy #Manufacturing #SupplyChain #Tariffs
3️⃣ 𝗧𝗿𝗮𝗱𝗲 𝗶𝗺𝗯𝗮𝗹𝗮𝗻𝗰𝗲𝘀 & 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹 𝗽𝗼𝗹𝗶𝗰𝘆:
Germany's trade deficit with China reached a record high in 2025, partly driven by Beijing's industrial policy. The resulting #ChinaShock poses a long-term risk to European industry. /5
Germany's trade deficit with China reached a record high in 2025, partly driven by Beijing's industrial policy. The resulting #ChinaShock poses a long-term risk to European industry. /5
February 23, 2026 at 10:05 PM
3️⃣ 𝗧𝗿𝗮𝗱𝗲 𝗶𝗺𝗯𝗮𝗹𝗮𝗻𝗰𝗲𝘀 & 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹 𝗽𝗼𝗹𝗶𝗰𝘆:
Germany's trade deficit with China reached a record high in 2025, partly driven by Beijing's industrial policy. The resulting #ChinaShock poses a long-term risk to European industry. /5
Germany's trade deficit with China reached a record high in 2025, partly driven by Beijing's industrial policy. The resulting #ChinaShock poses a long-term risk to European industry. /5
Opinion | We Warned About the First China Shock. The Next One Will Be Worse.
www.nytimes.com
July 14, 2025 at 6:28 PM
⚓The Great Dragon Floods the Trade Winds: a Warning of the Second Manufacturing Deluge
📜Read: thescallywag.online/go/e1c262e5
#pirate #imperialpolitics #ChinaShock #MiddleKingdom #GlobalSouth #WorldTradeOrganization
📜Read: thescallywag.online/go/e1c262e5
#pirate #imperialpolitics #ChinaShock #MiddleKingdom #GlobalSouth #WorldTradeOrganization
PNG
IHDR ð¼Ô
pdtffbardwsczdkpyehp.supabase.co
February 6, 2026 at 6:17 PM
⚓The Great Dragon Floods the Trade Winds: a Warning of the Second Manufacturing Deluge
📜Read: thescallywag.online/go/e1c262e5
#pirate #imperialpolitics #ChinaShock #MiddleKingdom #GlobalSouth #WorldTradeOrganization
📜Read: thescallywag.online/go/e1c262e5
#pirate #imperialpolitics #ChinaShock #MiddleKingdom #GlobalSouth #WorldTradeOrganization