Shawn Donnan
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sdonnan.bsky.social
Shawn Donnan
@sdonnan.bsky.social
4.7K followers 3K following 240 posts
Senior Writer for Economics, Bloomberg News. Ex FT. Aussie. Red Sox nation. Opinions mine alone. Reposts not endorsements. sdonnan@bloomberg.net
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Reposted by Shawn Donnan
sdonnan.bsky.social
Trump’s immigration policies mean the US is flirting with a historic milestone: The first population decline in its history.

My latest Weekend Essay for
@bloomberg.com:

www.bloomberg.com/news/article...
The US Is Flirting With Its First-Ever Population Decline
America’s population wasn’t expected to start falling until 2081. Trump’s immigration crackdown means it could happen as soon as this year.
www.bloomberg.com
January 30, 2026 at 12:35 PM
Reposted by Shawn Donnan
bloomberg.com
As Trump cracks down on immigration and the nation ponders its appetite for his methods, America’s population is starting to show the effects.
The US Is Flirting With Its First-Ever Population Decline
America’s population wasn’t expected to start falling until 2081. Trump’s immigration crackdown means it could happen as soon as this year.
bloom.bg
January 30, 2026 at 6:53 PM
sdonnan.bsky.social
Trump’s immigration policies mean the US is flirting with a historic milestone: The first population decline in its history.

My latest Weekend Essay for
@bloomberg.com:

www.bloomberg.com/news/article...
The US Is Flirting With Its First-Ever Population Decline
America’s population wasn’t expected to start falling until 2081. Trump’s immigration crackdown means it could happen as soon as this year.
www.bloomberg.com
January 30, 2026 at 12:35 PM
Reposted by Shawn Donnan
sdonnan.bsky.social
The US and China are flipping the script.

As the US tries to bring factories home, China Inc is stepping into the vacuum, investing in new production outside China.

My latest @bloomberg.com Big Take with help from colleagues around the world.

www.bloomberg.com/news/feature...
US and China Flip the Global Script as Capital Flows Reverse
As the US draws back, China is again dispersing capital globally, leading the rest of the world to confront a fundamental change in their economic relationships with both superpowers.
www.bloomberg.com
January 12, 2026 at 12:03 PM
sdonnan.bsky.social
The US and China are flipping the script.

As the US tries to bring factories home, China Inc is stepping into the vacuum, investing in new production outside China.

My latest @bloomberg.com Big Take with help from colleagues around the world.

www.bloomberg.com/news/feature...
US and China Flip the Global Script as Capital Flows Reverse
As the US draws back, China is again dispersing capital globally, leading the rest of the world to confront a fundamental change in their economic relationships with both superpowers.
www.bloomberg.com
January 12, 2026 at 12:03 PM
Reposted by Shawn Donnan
sdonnan.bsky.social
Trump keeps hailing an investment boom that he says is set to top $21 trillion in pledges from companies & countries. But as we write in today's @bloomberg.com Big Take the reality is a third of that. And even that $7 trillion faces major questions.

www.bloomberg.com/graphics/202...
Trump’s $21 Trillion Investment Boom Is Actually Short Trillions
Bloomberg Economics analysis shows real investment commitments closer to $7 trillion and many of those are in question.
www.bloomberg.com
November 25, 2025 at 4:17 PM
Reposted by Shawn Donnan
mchinn.bsky.social
@sdonnan.bsky.social on Trump's $21 trn foreign investment claim (& what we had to give up in order to get what we did get which was a lot < $21 trn) #EconSky

www.bloomberg.com/news/newslet...
Is Trump Right About the US Getting $21 Trillion in Investment?
The White House lists nearly $9.6 trillion in new investment pledges, less than what’s boasted by Trump.
www.bloomberg.com
November 26, 2025 at 7:25 PM
Reposted by Shawn Donnan
11thhourmsnow.bsky.social
@sdonnan.bsky.social joins @the11thHour to break down Trump's investment claims.

"If [the administration] was honest about what the investment is, you and I would be doing a segment celebrating investment in America, instead of fact checking it." - @stephruhle.bsky.social.
November 26, 2025 at 6:24 AM
Reposted by Shawn Donnan
rhjameson.bsky.social
Gift Link !

Trump’s $21 Trillion Investment Boom Is Actually Short Trillions

Bloomberg Economics analysis shows real investment commitments closer to $7 trillion & many of those are in question.
www.bloomberg.com/graphics/202... via @bloomberg.com @sdonnan.bsky.social Chris Kennedy Adrienne Tong
Trump’s $21 Trillion Investment Boom Is Actually Short Trillions
Bloomberg Economics analysis shows real investment commitments closer to $7 trillion and many of those are in question.
www.bloomberg.com
November 25, 2025 at 5:56 PM
sdonnan.bsky.social
Trump keeps hailing an investment boom that he says is set to top $21 trillion in pledges from companies & countries. But as we write in today's @bloomberg.com Big Take the reality is a third of that. And even that $7 trillion faces major questions.

www.bloomberg.com/graphics/202...
Trump’s $21 Trillion Investment Boom Is Actually Short Trillions
Bloomberg Economics analysis shows real investment commitments closer to $7 trillion and many of those are in question.
www.bloomberg.com
November 25, 2025 at 4:17 PM
Reposted by Shawn Donnan
sdonnan.bsky.social
What happens when Trump’s trade wars hit a family-owned North Carolina sawmill.

I took a roadtrip recently for @davidgura.bsky.social’s @bloomberg.com Big Take podcast.
www.bloomberg.com/news/audio/2...
Big Take: How Trump Tariffs Ended a Small-Town Sawmill - Bloomberg
Understand every aspect of the global economy – and know how to make your next move.
www.bloomberg.com
November 14, 2025 at 11:08 PM
Reposted by Shawn Donnan
eroston.bsky.social
📣Bloomberg Economics is hiring a climate specialist:
bloomberg.avature.net/careers/JobD...
Bloomberg Economics - Geoeconomics - Climate Economist/Econometrician
bloomberg.avature.net
November 16, 2025 at 6:01 PM
Reposted by Shawn Donnan
davidgura.bsky.social
After President Trump launched his trade war, a family-run lumber company that has been around for almost a century decided to close one of its mills.

"Liberation Day" "damn near liberated me from our business," Wilson Jones told Shawn Donnan. "I'm bitter about that."
They Voted for Trump. His Tariffs Took Down Their Family-Owned Sawmill
open.spotify.com
November 15, 2025 at 12:40 AM
sdonnan.bsky.social
What happens when Trump’s trade wars hit a family-owned North Carolina sawmill.

I took a roadtrip recently for @davidgura.bsky.social’s @bloomberg.com Big Take podcast.
www.bloomberg.com/news/audio/2...
Big Take: How Trump Tariffs Ended a Small-Town Sawmill - Bloomberg
Understand every aspect of the global economy – and know how to make your next move.
www.bloomberg.com
November 14, 2025 at 11:08 PM
Reposted by Shawn Donnan
bloomberg.com
China has intensified its competition with the US for influence in the Indo-Pacific, and Beijing’s recent gains in the regional contest are “undeniable,” says former Deputy Secretary of State Kurt Campbell.
China Gains in Asia Great Game Are ‘Undeniable,’ Biden Official Says
China has intensified its competition with the US for influence in the Indo-Pacific, and Beijing’s recent gains in the regional contest are “undeniable,” former Deputy Secretary of State Kurt Campbell said.
bloom.bg
November 11, 2025 at 2:30 AM
Reposted by Shawn Donnan
sdonnan.bsky.social
Welcome to the choose-your-own-adventure economy.

My latest for the @bloomberg.com Supply Lines newsletter on what this past weekend told us about the plot lines in this global economy. And why they all look fraught…

www.bloomberg.com/news/newslet...
Trump's Reordered Trading System
The US president is signing trade agreements and "framework" deals on a tour of Asia this week
www.bloomberg.com
October 27, 2025 at 1:00 PM
sdonnan.bsky.social
Welcome to the choose-your-own-adventure economy.

My latest for the @bloomberg.com Supply Lines newsletter on what this past weekend told us about the plot lines in this global economy. And why they all look fraught…

www.bloomberg.com/news/newslet...
Trump's Reordered Trading System
The US president is signing trade agreements and "framework" deals on a tour of Asia this week
www.bloomberg.com
October 27, 2025 at 1:00 PM
Reposted by Shawn Donnan
sdonnan.bsky.social
The AI boom is propping up the US economy. It's also gobbling up all the people, power & capital.

One consequence: It's impeding the manufacturing renaissance Trump wants.

For @bloomberg.com with the great Brooke Sutherland, Mark Niquette & Alex Tanzi.

www.bloomberg.com/news/feature...
October 24, 2025 at 3:26 PM
Reposted by Shawn Donnan
sdonnan.bsky.social
"Trump’s views on China have a remarkably consistent thread running through them: He’s often the contrarian in the room pushing back against advisers urging him to crack down on an existential rival."

My @bloomberg.com Weekend Essay on why Trump's no China hawk.

www.bloomberg.com/news/article...
What We Still Get Wrong About Trump’s Approach to China
The US president’s “tough on China” reputation belies his interest in striking a deal with the nation, not decoupling from it.
www.bloomberg.com
October 24, 2025 at 8:25 PM
sdonnan.bsky.social
"Trump’s views on China have a remarkably consistent thread running through them: He’s often the contrarian in the room pushing back against advisers urging him to crack down on an existential rival."

My @bloomberg.com Weekend Essay on why Trump's no China hawk.

www.bloomberg.com/news/article...
What We Still Get Wrong About Trump’s Approach to China
The US president’s “tough on China” reputation belies his interest in striking a deal with the nation, not decoupling from it.
www.bloomberg.com
October 24, 2025 at 8:25 PM
sdonnan.bsky.social
The AI boom is propping up the US economy. It's also gobbling up all the people, power & capital.

One consequence: It's impeding the manufacturing renaissance Trump wants.

For @bloomberg.com with the great Brooke Sutherland, Mark Niquette & Alex Tanzi.

www.bloomberg.com/news/feature...
October 24, 2025 at 3:26 PM
Reposted by Shawn Donnan
sdonnan.bsky.social
The AI investment boom gets a lot of attention. For good reason - it’s propping up US growth.

One thing not mentioned enough: Even as US tariffs have risen the AI boom has been largely duty-free.

My latest @bloomberg.com Supply Lines newsletter.

www.bloomberg.com/news/newslet...
Trump’s Duty-Free AI Boom Zips Past the Sluggish Global Economy
One persistent theme at last week’s International Monetary Fund and World Bank annual meetings was the resilience of the global economy to the Trump tariff shock. For which there are myriad explanatio...
www.bloomberg.com
October 20, 2025 at 1:21 PM
sdonnan.bsky.social
The AI investment boom gets a lot of attention. For good reason - it’s propping up US growth.

One thing not mentioned enough: Even as US tariffs have risen the AI boom has been largely duty-free.

My latest @bloomberg.com Supply Lines newsletter.

www.bloomberg.com/news/newslet...
Trump’s Duty-Free AI Boom Zips Past the Sluggish Global Economy
One persistent theme at last week’s International Monetary Fund and World Bank annual meetings was the resilience of the global economy to the Trump tariff shock. For which there are myriad explanatio...
www.bloomberg.com
October 20, 2025 at 1:21 PM
Reposted by Shawn Donnan
sdonnan.bsky.social
We have the first multi-billion bankruptcy of the Trump tariff era.

My latest for the @bloomberg.com Supply Lines newsletter:

www.bloomberg.com/news/newslet...
Trump Tariffs’ Role in First Brands Saga Point to Slowly Emerging Economic Damage
The emerging view set to be confirmed at this week’s annual meetings of the International Monetary Fund and World Bank is that the global economy has so far avoided the worst of the tariff pain many a...
www.bloomberg.com
October 13, 2025 at 12:21 PM
sdonnan.bsky.social
We have the first multi-billion bankruptcy of the Trump tariff era.

My latest for the @bloomberg.com Supply Lines newsletter:

www.bloomberg.com/news/newslet...
Trump Tariffs’ Role in First Brands Saga Point to Slowly Emerging Economic Damage
The emerging view set to be confirmed at this week’s annual meetings of the International Monetary Fund and World Bank is that the global economy has so far avoided the worst of the tariff pain many a...
www.bloomberg.com
October 13, 2025 at 12:21 PM