Nick Marro
@nickmarro.bsky.social
Principal Economist for Asia and Lead for Global Trade at The Economist Intelligence Unit
Spoke with CNBC this morning about EIU’s outlook for Taiwan amid all of the uncertainty around a potential trade deal. Check it out here: m.youtube.com/watch?v=miso...
Even with a trade deal, Taiwan will need 'carveouts' or sectoral exemptions: Economist
YouTube video by CNBC International Live
m.youtube.com
July 28, 2025 at 5:26 AM
Spoke with CNBC this morning about EIU’s outlook for Taiwan amid all of the uncertainty around a potential trade deal. Check it out here: m.youtube.com/watch?v=miso...
Reposted by Nick Marro
New: More than 3/4 of the mobile phones, games consoles, food processors, electric fans and toys shipped to the US last year were made in China.
The products are among more than 50 items with an import value above $1bn subject to Trump’s 125% tariffs.
Free-to-read link: on.ft.com/3Ei8ujf
The products are among more than 50 items with an import value above $1bn subject to Trump’s 125% tariffs.
Free-to-read link: on.ft.com/3Ei8ujf
April 12, 2025 at 7:18 AM
New: More than 3/4 of the mobile phones, games consoles, food processors, electric fans and toys shipped to the US last year were made in China.
The products are among more than 50 items with an import value above $1bn subject to Trump’s 125% tariffs.
Free-to-read link: on.ft.com/3Ei8ujf
The products are among more than 50 items with an import value above $1bn subject to Trump’s 125% tariffs.
Free-to-read link: on.ft.com/3Ei8ujf
One country’s trade war is another county’s trade opportunity www.abc.net.au/news/2025-04...
Australian exports surge into gap as US-China tariffs beef heats up
Australian grain-fed beef exports to China are surging as the trade war with the US escalates, but some are warning of a bigger, more worrying picture.
www.abc.net.au
April 12, 2025 at 7:59 AM
One country’s trade war is another county’s trade opportunity www.abc.net.au/news/2025-04...
Reposted by Nick Marro
WARNER: Can you explain how it helps natl security or our trade balance - I loved your fancy Greek formula which was bad math on steroids - how with a trade surplus Australia got hit with a 10% tariff as well?
GREER: Australia has the lowest rate available
WARNER: We have a trade surplus!
GREER: Australia has the lowest rate available
WARNER: We have a trade surplus!
April 8, 2025 at 5:52 PM
WARNER: Can you explain how it helps natl security or our trade balance - I loved your fancy Greek formula which was bad math on steroids - how with a trade surplus Australia got hit with a 10% tariff as well?
GREER: Australia has the lowest rate available
WARNER: We have a trade surplus!
GREER: Australia has the lowest rate available
WARNER: We have a trade surplus!
As Taiwan mulls its response to US tariffs, the KMT wants Lai’s cabinet to spend more (than the NT$88bn pledged) to help the economy.
Hmm… is this the same KMT that forced unprecedented cuts to Lai’s spending plans in the 2025 budget?
focustaiwan.tw/politics/202...
Hmm… is this the same KMT that forced unprecedented cuts to Lai’s spending plans in the 2025 budget?
focustaiwan.tw/politics/202...
April 9, 2025 at 9:12 AM
As Taiwan mulls its response to US tariffs, the KMT wants Lai’s cabinet to spend more (than the NT$88bn pledged) to help the economy.
Hmm… is this the same KMT that forced unprecedented cuts to Lai’s spending plans in the 2025 budget?
focustaiwan.tw/politics/202...
Hmm… is this the same KMT that forced unprecedented cuts to Lai’s spending plans in the 2025 budget?
focustaiwan.tw/politics/202...
Whether it’s 34%, or 54%, or 104%, after a certain point, final tariff rates often stop mattering. Great insight from Caixin:
www.caixinglobal.com/2025-04-08/i...
www.caixinglobal.com/2025-04-08/i...
April 9, 2025 at 12:39 AM
Whether it’s 34%, or 54%, or 104%, after a certain point, final tariff rates often stop mattering. Great insight from Caixin:
www.caixinglobal.com/2025-04-08/i...
www.caixinglobal.com/2025-04-08/i...
Just now: China announces tariffs of 34% across all US goods (effective from midnight, April 10th).
Hold onto your seats…. This rollercoaster is gonna get a whole lot bumpier
(Especially if Trump acts on his threat to punish any retaliatory duties)
Hold onto your seats…. This rollercoaster is gonna get a whole lot bumpier
(Especially if Trump acts on his threat to punish any retaliatory duties)
April 4, 2025 at 10:19 AM
Just now: China announces tariffs of 34% across all US goods (effective from midnight, April 10th).
Hold onto your seats…. This rollercoaster is gonna get a whole lot bumpier
(Especially if Trump acts on his threat to punish any retaliatory duties)
Hold onto your seats…. This rollercoaster is gonna get a whole lot bumpier
(Especially if Trump acts on his threat to punish any retaliatory duties)
The status of global democracy isn't looking too hot these days.
Check out EIU's newest Democracy Index, here: stage.economist.com/interactive/...
As well as our interactive visualization for EIU subscribers, here: viewpoint.eiu.com/analysis/dem...
Check out EIU's newest Democracy Index, here: stage.economist.com/interactive/...
As well as our interactive visualization for EIU subscribers, here: viewpoint.eiu.com/analysis/dem...
March 6, 2025 at 6:21 AM
The status of global democracy isn't looking too hot these days.
Check out EIU's newest Democracy Index, here: stage.economist.com/interactive/...
As well as our interactive visualization for EIU subscribers, here: viewpoint.eiu.com/analysis/dem...
Check out EIU's newest Democracy Index, here: stage.economist.com/interactive/...
As well as our interactive visualization for EIU subscribers, here: viewpoint.eiu.com/analysis/dem...
Reposted by Nick Marro
Brad Setser:
"Take automobiles, the anchor of so many industrialized countries’ manufacturing sectors for the past century. Around 20 years ago, China was a nonfactor in automaking
By 2018, it had the capacity to produce 40M gasoline-powered cars per year, far more than the 25M its economy needed
"Take automobiles, the anchor of so many industrialized countries’ manufacturing sectors for the past century. Around 20 years ago, China was a nonfactor in automaking
By 2018, it had the capacity to produce 40M gasoline-powered cars per year, far more than the 25M its economy needed
February 18, 2025 at 4:33 PM
Brad Setser:
"Take automobiles, the anchor of so many industrialized countries’ manufacturing sectors for the past century. Around 20 years ago, China was a nonfactor in automaking
By 2018, it had the capacity to produce 40M gasoline-powered cars per year, far more than the 25M its economy needed
"Take automobiles, the anchor of so many industrialized countries’ manufacturing sectors for the past century. Around 20 years ago, China was a nonfactor in automaking
By 2018, it had the capacity to produce 40M gasoline-powered cars per year, far more than the 25M its economy needed
Reposted by Nick Marro
Prime Minister Christopher Luxon says we “haven't actually been informed by the Chinese government as to why this task group is here”, referring to the naval group of three vessels operating near Australia. www.stuff.co.nz/nz-news/3605...
Luxon says China warships group is ‘something different’
The PM says the Chinese government “hasn’t actually informed us as to why this task group is here”.
www.stuff.co.nz
February 22, 2025 at 2:46 AM
Prime Minister Christopher Luxon says we “haven't actually been informed by the Chinese government as to why this task group is here”, referring to the naval group of three vessels operating near Australia. www.stuff.co.nz/nz-news/3605...
EIU has just updated our FDI forecasts for Asia in 2025-29. As the graph shows, we’re expecting ASEAN to become the new center of regional gravity.
Contrast this with China, where we estimate that FDI turned negative in 2024, for the first time in recent memory.
(Data on BoP basis)
Contrast this with China, where we estimate that FDI turned negative in 2024, for the first time in recent memory.
(Data on BoP basis)
December 10, 2024 at 10:27 AM
EIU has just updated our FDI forecasts for Asia in 2025-29. As the graph shows, we’re expecting ASEAN to become the new center of regional gravity.
Contrast this with China, where we estimate that FDI turned negative in 2024, for the first time in recent memory.
(Data on BoP basis)
Contrast this with China, where we estimate that FDI turned negative in 2024, for the first time in recent memory.
(Data on BoP basis)
Reposted by Nick Marro
Nick Marro, principal economist for Asia at the Economist Intelligence Unit, said Mr. Trump’s pronouncement this week “could be the first salvo in the re-ignition of U.S.-China trade tensions.” www.theglobeandmail.com/business/int...
China warns ‘no one will win a trade war’ after Trump threatens tariff spike
President-elect said on Monday that he would introduce new tariffs on all products from China, Canada and Mexico
www.theglobeandmail.com
November 26, 2024 at 10:15 AM
Nick Marro, principal economist for Asia at the Economist Intelligence Unit, said Mr. Trump’s pronouncement this week “could be the first salvo in the re-ignition of U.S.-China trade tensions.” www.theglobeandmail.com/business/int...