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Fun convo with Tim Phillips Talk Normal on how to make AI work for Global South.

Many thx Economics Observatory! In this piece, I try to elaborate that China’s semiconductor industry faces a continuous tension between self-sufficiency and global integration; it engages in open innovation where possible, but pivots to security-driven self-reliance when necessary.

Should a properly diversified 401k retirement account include private equity and private credit assets? Views of top US finance profs are mixed Clark Center for Global Markets kentclarkcenter.org/surveys/invest…

The #ChildPenalty – post-birth earnings reductions for mothers – has increased over time because women are earning more, so the opportunity cost of motherhood has grown, VoxEU evidence from #Germany cepr.org/voxeu/columns/…

Measures to enhance central banks' financial strength: strengthening accounting & capital frameworks; identifying new revenue sources; & recalibrating monetary policy tools & financial stability policies, VoxEU cepr.org/voxeu/columns/…

NEW on the Economics Observatory – What’s happening in China’s semiconductor industry? By Jiawei Steven Hai buff.ly/cfAl7fc

JUST PUBLISHED – How did semiconductors become so central to Taiwan’s economic progress? By Kerry Brown buff.ly/QzEVuri

The blackout on 28 April 2025 that left all of #Spain & #Portugal in the dark was a stark reminder of the fragility of our energy systems & the risk of renewables being turned into a scapegoat, VoxEU on how policymakers need to respond, #PowerOutage cepr.org/voxeu/columns/…

🇹🇼 Taiwan dominates the global semiconductor market, holding nearly 70% of advanced manufacturing processes. #ChartOfTheDay #Taiwan #Technology

We recently polled our European Economic Experts Panel on Electricity. The confidence-weighted answer to the 3rd question is as follows: kentclarkcenter.org/surveys/electr…

🔎NEW on the Economics Observatory – How did semiconductors become so central to Taiwan’s economic progress? By Kerry Brown buff.ly/QzEVuri

Asset pricing models driven by artificial intelligence, particularly those incorporating transformers, leverage cross-asset information sharing to reduce pricing errors & enhance predictive accuracy, VoxEU cepr.org/voxeu/columns/…

Section 899? Pay attention to this one❗️ 👉“This is one of the more worrisome ideas to have come out of DC this year.” 👉 “This is a market-spooking event, hitting already fragile confidence, particularly from foreign investors …self-inflicted wounds at a time when you have a

Sudden stops in international capital flows: credit guarantees & central bank credit lines can help firms substitute the evaporating external credit for domestic borrowing - VoxEU evidence from #Chile during the pandemic cepr.org/voxeu/columns/…

#China - beyond the US trade war, there are big issues around consumer spending, the real estate market, the Belt & Road Initiative, & the role of technology in the country’s growth prospects & national security This week Economics Observatory

UPCOMING EVENT: Public Lecture with Bank of England's Megan Greene Megan Greene 💬 "Monetary Policy Implications of Differences in Central Bank Balance Sheet Management" ⏰ 24 June, 10:30-11:30 📌 NIESR Offices, Westminster Sign up to attend 👇 hubs.la/Q03pW14W0

Really looking forward to my talk in Oxford on June 09th! Details here: talks.ox.ac.uk/talks/id/b9463…

JUST PUBLISHED – Read Ashley Lait & Romesh Vaitilingam on the China crisis👇 buff.ly/N1aQ3Dq

Credit for how much inflation targeting contributed to the pre-2021 decades of low inflation has run ahead of the evidence; additional explanations such as globalisation & simple ‘regression to the mean’ should be taken seriously, VoxEU cepr.org/voxeu/columns/…

People in #Brazil who have been charged with a crime are twice as likely to run for office & be elected; electing mayors with a criminal record raises the incidence of political patronage & worsens public health outcomes such as infant mortality, VoxEU cepr.org/voxeu/columns/…