"...you cannot solve a cooperative game uncooperatively. And trade is a cooperative game." Lots of good tidbits on structural econ trends, multilateralism 2.0, adn mroe in this McKinsey Global Institute Michael Chui interview with Mohamed A. El-Erian and Michael Spence. mck.co/3ZFfyi6

Pessoas como Edu Lyra, Secretaria Elisabete França e Jorge Paulo Lemann me dão esperança renovada na humanidade e em nossa capacidade de fazer coisas incríveis uns pelos outros. Muito obrigada por tudo o que você faz e por reservar um tempo para se juntar a nós em #BNEatB20

Excellent coverage by Jennifer A. Dlouhy Luz Ding on the nuances of IRA incentives for domestic manufacturing of solar tech, which seems to me like a great model for U.S.-Chinese collaboration that is ultimately enabling the green transition of our economy. bnef.com/news/sm3n67dwl…

This is amazing and would have been unthinkable a few years ago. What a turnaround for American manufacturing. 🚀🚀🚀🇺🇸🇺🇸🇺🇸

One for the books: Exxon Mobil's CEO urging Trump not to exit the Paris Agreement in a #COP29 interview: “The way you influence things is to participate, not to exit,” —Darren Woods. bloomberg.com/news/articles/…

Helpful list of Trump's trade toolkit + analysis from Bloomberg Economics, given what we know of tariff agenda during his first term and the new cabinet appointments announced so far. bloomberg.com/news/features/…

"Energy = intelligence" — G42 CEO Peng Xiao neatly summarizes the most salient theme I witnessed at this year's World Economic Forum re all the power and infrastructure we'll need for AI. Watch his conversation w/ Francine Lacqua & BlackRock's Larry Fink at #BloombergHouse. youtube.com/watch?v=YCusGT…

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The White House has put itself and the country in a bad situation but doesn’t realize it yet. Around April 10th China to USA trade shut down. It takes ~30 days for containers to go from China to LA. 45 to Houston by sea, 45 to Chicago by train. 55 to New York by sea. That

More signals pointing to impending U.S. recession

There's no net-zero future without hydrogen. Find out how we can unlock the power of the world's most abundant element with this new report by Bloomberg New Economy Founding Partner, Envision. bloom.bg/4nhPhzX

Heads up: Jobs market data is starting to show signs of weakening U.S. economy. Gift link: bloomberg.com/news/articles/…

Ojo 👀 Good analysis by Conor Sen on how the stock market's highs are disconnected from activity on the ground. bloomberg.com/opinion/articl…

2080 is expected to mark peak global population x urbanization, which could mean 9.2 billion people living in cities. Greg Clark and colleagues break down the trends cities will have to grapple with.

A historic milestone: renewable energy surpassed coal as the world’s top source of electricity in early 2025.  The economics of solar are just undeniable. bbc.com/news/articles/…

The world’s leader in AI is among the most concerned about AI 😳 sherwood.news/tech/pew-ameri…

Thrilled to be working on this Coalition at a pivotal moment in human history—an electrification supercycle driven by AI, growing populations, and the overall energy transition. Ambitious of course, but I’m encouraged by the leadership of Bloomberg and Schneider Electric.

Perfect timing with India set to become the 4th largest economy next year.