Jonathan Terluk
@jonathan.prismorg.com
🏳️🌈. Way bigger in Japan. (unserious, but only when in lowercase.)
DC || linkedin.com/in/jterluk
DC || linkedin.com/in/jterluk
thank you for your attention to this matter. I appreciate your cooperation.
October 22, 2025 at 1:01 AM
thank you for your attention to this matter. I appreciate your cooperation.
If I were not already of strong opinions concerning the subject of Taiwan 🇹🇼, the last week has only further radicalized me.
What a truly glorious city Taipei and its environs are!
What a truly glorious city Taipei and its environs are!
September 6, 2025 at 7:30 AM
If I were not already of strong opinions concerning the subject of Taiwan 🇹🇼, the last week has only further radicalized me.
What a truly glorious city Taipei and its environs are!
What a truly glorious city Taipei and its environs are!
you saw it here first!
May 29, 2025 at 2:06 AM
you saw it here first!
Not a single Trump appointee on the US Appeals Court for the Federal Circuit (the court where the tariff case will go), fwiw.
May 29, 2025 at 1:18 AM
Not a single Trump appointee on the US Appeals Court for the Federal Circuit (the court where the tariff case will go), fwiw.
If the tariffs are not based in law, do importers get refunds? Similarly, how long until the bond markets realize that there’s less customs revenue to offset big spending plans? 🤔
May 29, 2025 at 12:07 AM
If the tariffs are not based in law, do importers get refunds? Similarly, how long until the bond markets realize that there’s less customs revenue to offset big spending plans? 🤔
took 3 years and 8 days, but am i nosferatu?
May 20, 2025 at 9:32 PM
took 3 years and 8 days, but am i nosferatu?
I’m old enough to remember when everyone laughed at Fitch in 2023 for doing this.
May 16, 2025 at 9:08 PM
I’m old enough to remember when everyone laughed at Fitch in 2023 for doing this.
China's Jan-Apr trade surplus with the EU through hit a record $90B.
The rising imbalance fuels concerns that the bloc will become China's dumping ground if goods are increasingly diverted from the US.
EU leaders meet today to discuss this challenge and US retaliatory tariffs.
The rising imbalance fuels concerns that the bloc will become China's dumping ground if goods are increasingly diverted from the US.
EU leaders meet today to discuss this challenge and US retaliatory tariffs.
May 15, 2025 at 2:08 PM
China's Jan-Apr trade surplus with the EU through hit a record $90B.
The rising imbalance fuels concerns that the bloc will become China's dumping ground if goods are increasingly diverted from the US.
EU leaders meet today to discuss this challenge and US retaliatory tariffs.
The rising imbalance fuels concerns that the bloc will become China's dumping ground if goods are increasingly diverted from the US.
EU leaders meet today to discuss this challenge and US retaliatory tariffs.
The House tax bill has provisions that disproportinately have negative impacts on immigrants.
Notable from a global standpoint is the 5% tax on remittances. The tax would not only hurt immigrants but also the countries that are most reliant on US remittances.
Notable from a global standpoint is the 5% tax on remittances. The tax would not only hurt immigrants but also the countries that are most reliant on US remittances.
May 14, 2025 at 6:49 PM
The House tax bill has provisions that disproportinately have negative impacts on immigrants.
Notable from a global standpoint is the 5% tax on remittances. The tax would not only hurt immigrants but also the countries that are most reliant on US remittances.
Notable from a global standpoint is the 5% tax on remittances. The tax would not only hurt immigrants but also the countries that are most reliant on US remittances.
"Geopolitical risk is no longer a sidebar issue... It is a core business issue. The most forward-thinking companies are already acting accordingly. Some are establishing Chief Geopolitical Officer (CGO) roles to navigate the increasingly blurred lines between commerce and statecraft."
May 14, 2025 at 4:24 PM
"Geopolitical risk is no longer a sidebar issue... It is a core business issue. The most forward-thinking companies are already acting accordingly. Some are establishing Chief Geopolitical Officer (CGO) roles to navigate the increasingly blurred lines between commerce and statecraft."
Mind you, all happening while consumer sentiment is at its lowest since 2022.
May 14, 2025 at 2:48 PM
Mind you, all happening while consumer sentiment is at its lowest since 2022.
📊Interesting Chart: Consumer purchases in March rose to the highest in two years
Likely driving the trend? Consumers' anxieties about tariffs (mind you, this was before "Liberation Day").
What's next? Potentially even higher spending in April (released tomorrow), fueled by tariff & shortage panic.
Likely driving the trend? Consumers' anxieties about tariffs (mind you, this was before "Liberation Day").
What's next? Potentially even higher spending in April (released tomorrow), fueled by tariff & shortage panic.
May 14, 2025 at 2:33 PM
📊Interesting Chart: Consumer purchases in March rose to the highest in two years
Likely driving the trend? Consumers' anxieties about tariffs (mind you, this was before "Liberation Day").
What's next? Potentially even higher spending in April (released tomorrow), fueled by tariff & shortage panic.
Likely driving the trend? Consumers' anxieties about tariffs (mind you, this was before "Liberation Day").
What's next? Potentially even higher spending in April (released tomorrow), fueled by tariff & shortage panic.
Tariffs are certainly a challenge for all businesses relying on imports (especially firms like retailers that do so directly). But, small and medium-sized firms are particularly hard hit, if only because they typically lack the capital to manage significant volatility in the costs of imports.
May 14, 2025 at 1:34 PM
Tariffs are certainly a challenge for all businesses relying on imports (especially firms like retailers that do so directly). But, small and medium-sized firms are particularly hard hit, if only because they typically lack the capital to manage significant volatility in the costs of imports.
the ft has never had such a fast user engagement as me clicking on this notification 🍾
May 14, 2025 at 12:53 AM
the ft has never had such a fast user engagement as me clicking on this notification 🍾
The House R tax bill includes a timebomb that a generation out would just further explode US wealth inequality. Yikes!
May 13, 2025 at 10:35 PM
The House R tax bill includes a timebomb that a generation out would just further explode US wealth inequality. Yikes!
Here are two useful charts concerning Trump's pharmaceutical pricing executive order and the challenges it will pose to the pharma industry (if actually successful).
May 13, 2025 at 2:52 PM
Here are two useful charts concerning Trump's pharmaceutical pricing executive order and the challenges it will pose to the pharma industry (if actually successful).
thanks to journalists, answering my questions before you know I have them!
May 13, 2025 at 1:26 PM
thanks to journalists, answering my questions before you know I have them!
Colombia is a top recipient of US foreign aid, and when the taps get cut off, aid from China quickly became far more attractive.
May 13, 2025 at 1:12 PM
Colombia is a top recipient of US foreign aid, and when the taps get cut off, aid from China quickly became far more attractive.
💸 US inflation rose 0.2% in April and 2.3% from a year earlier. "Core" inflation (excl. food & energy) was up 0.2% since March and 2.8% year-over-year.
There are no clear signs of an inflationary impact from tariffs *yet*, but it's still likely to materialize over the coming months.
There are no clear signs of an inflationary impact from tariffs *yet*, but it's still likely to materialize over the coming months.
May 13, 2025 at 12:42 PM
💸 US inflation rose 0.2% in April and 2.3% from a year earlier. "Core" inflation (excl. food & energy) was up 0.2% since March and 2.8% year-over-year.
There are no clear signs of an inflationary impact from tariffs *yet*, but it's still likely to materialize over the coming months.
There are no clear signs of an inflationary impact from tariffs *yet*, but it's still likely to materialize over the coming months.
Russia’s budget deficit surged in April amid declining oil revenues & higher mil. spending.
- The shortfall reached 1.05T rubles ($13B) in April; with a ytd deficit of 3.2T (3x that for the same period of '24)
- O&G rev. was down 12% relative to '24
- RU energy sales generat about 30% of state rev
- The shortfall reached 1.05T rubles ($13B) in April; with a ytd deficit of 3.2T (3x that for the same period of '24)
- O&G rev. was down 12% relative to '24
- RU energy sales generat about 30% of state rev
May 9, 2025 at 4:17 PM
Russia’s budget deficit surged in April amid declining oil revenues & higher mil. spending.
- The shortfall reached 1.05T rubles ($13B) in April; with a ytd deficit of 3.2T (3x that for the same period of '24)
- O&G rev. was down 12% relative to '24
- RU energy sales generat about 30% of state rev
- The shortfall reached 1.05T rubles ($13B) in April; with a ytd deficit of 3.2T (3x that for the same period of '24)
- O&G rev. was down 12% relative to '24
- RU energy sales generat about 30% of state rev