Post by Matthew C. Klein: Great thread from Brad. One key point (made lower down) is that the surge in exports is so far mostly... - Upcarta

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Matthew C. Klein @m_c_klein · Jan 27, 2023

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Great thread from Brad. One key point (made lower down) is that the surge in exports is so far mostly going to places *other* than US+EU+Japan.

Tweet Jan 25, 2023

European criticism of the Inflation Reduction Act's narrow definition of friend-shoring isn't a surprise. But it is strange that most of Europe now believes the IRA is a massive threat to European industry, while even more discriminatory Chinese po

by Brad Setser

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