Sign in

Daniel Moss

@mosseco.bsky.social
142 followers 51 following 61 posts

Columnist @Opinion in Singapore. Stints as executive editor, FX tsar, podcaster & Malaysia bureau chief.

PostsRepliesMedia
Daniel Moss @mosseco.bsky.social · 25/11/2025
For India's monetary chiefs, this is a Janet Yellen moment. The former Fed chair called the failure of US inflation to fire in the 2010s "a mystery." Today, anemic prices confront Mumbai. A big policy shift is warranted. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
What India Can Do About Its Low Inflation Problem
India’s economy, so often touted for potential to supplant China as a global engine, is having a hard time getting its arms around inflation. Not that it's too high, but because the pace of price incr...
010
Daniel Moss @mosseco.bsky.social · 12/11/2025
Indonesia has a problem with towering economic goals — it can’t seem to shake ambitions that border on the implausible. Growth is locked at 5%. Not much moves the needle. So why the target of 8%, something last seen in the Suharto era? My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Indonesia Should Forget 8% Growth and Face Reality
Indonesia has a problem with towering economic goals — it can’t seem to shake ambitions that border on the implausible. Consider targeting 8% growth, something last achieved in 1995.
000
Daniel Moss @mosseco.bsky.social · 10/11/2025
Malaysia has been notching some wins lately. PM Anwar had a good Asean summit, the currency is rallying -- and growth has exceeded estimates. A small taste of the good old days. But challenges are piling up and hard work awaits. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Malaysia Got Its Mojo Back. But for How Long?
It's a small taste of the good old days for Malaysia. The currency is buoyant, growth is strong and the premier just hosted a summit where he was hailed for his dealmaking and diplomatic nous. The cou...
000
Daniel Moss @mosseco.bsky.social · 15/10/2025
The price of keeping up with the Joneses — especially when it comes to educating children — can be added to the causes of a likely decline in the earth’s population this century. Hard choices need to be made. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
How Keeping Up With the Joneses Determines Fertility
In the debate about tumbling fertility levels, the high cost of raising children, delays in marriage, access to birth control, and the career aspirations of women are usually subjected to scrutiny. Ev...
000
Daniel Moss @mosseco.bsky.social · 10/10/2025
I was skeptical about the tag "trade-war winner" often thrown around in discussions about Vietnam — it implied no challenges and that replicating China's strategy was cost free. I may have been a bit harsh. The latest numbers are impressive. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Can Anything Stop Vietnam’s Turbocharged Growth?
In a lackluster global economy, Vietnam’s problems are good ones to have. The key challenge for this star Southeast Asian exporter is hitting a sky-high target for growth this year.
000
Daniel Moss @mosseco.bsky.social · 08/10/2025
Despite the doomsaying, the greenback is as entrenched as ever. The latest BIS numbers show the dollar on one side of 89.2% of FX trades, a small gain. The euro went backwards. The Chinese yuan improved its standing -- from a very low base. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Best Evidence Yet That the Dollar Isn’t Dead
To say the roof hasn’t caved in on the dollar is an understatement. Despite the doomsaying that was pervasive after the White House imposed sweeping tariffs, the greenback is as entrenched in the cogs...
000
Daniel Moss @mosseco.bsky.social · 02/10/2025
While China's export juggernaut has encountered stiff resistance in the US, factories are sending volumes of cheap products to the rest of Asia. Consumers will find that attractive, but local manufacturers may fear it. My column explains. www.bloomberg.com/opinion/arti...
bloomberg.com
Why This China Shock Will Hit Close to Home
During the salad days of global supply chains, the benefits of being on cordial terms with China were barely questioned. Being in the same neighborhood was considered better yet. It was a ticket to ev...
000
Daniel Moss @mosseco.bsky.social · 25/09/2025
Central bankers are big believers in free markets. The global emporium for their skills seems robust enough, and Anna Breman's appointment sends a strong signal. But it may not be one that RBNZ insiders are entirely comfortable with. My column explains. www.bloomberg.com/opinion/arti...
bloomberg.com
Why a Swedish Banker Is an Antidote for the Besieged RBNZ
There’s a burgeoning global market for monetary talent. It made perfect sense for New Zealand to look beyond its shores.
000
Daniel Moss @mosseco.bsky.social · 23/09/2025
Indonesia is clearly on the cusp of a transformation. But in what image? One place Indonesia should refrain from emulating is Turkey, a country whose fairly strong growth record masks steep challenges. My column explains. www.bloomberg.com/opinion/arti...
bloomberg.com
Indonesia Should Learn From Turkey, Not Emulate It
It’s fine for Prabowo to copy success. But Turkey’s lesson is one to avoid, unless he wants truly high inflation.
000
Daniel Moss @mosseco.bsky.social · 17/09/2025
The years have been kind to the Plaza Accord. It was the high point of post-World War II financial diplomacy. Despite many pretenders in the years since, few agreements have come close. My column with @gearoidreidy.bsky.social explains. www.bloomberg.com/opinion/arti...
bloomberg.com
Why the Plaza Accord Is Still the Gold Standard
Let’s salute the landmark currency agreement of 40 years ago. Getting such a deal today would be a mighty struggle.
010
Daniel Moss @mosseco.bsky.social · 10/09/2025
This might not sound like a policy revolution. But it represents a shift — and a tricky one to just get right. The more so given the abrupt exit of the respected finance minister. My column today explains. www.bloomberg.com/opinion/arti...
bloomberg.com
Prabowo Is Testing Investors’ Trust With His Finance Plan
The central bank is being enlisted to fund ambitious programs. The new finance minister needs to tread carefully.
000
Daniel Moss @mosseco.bsky.social · 09/09/2025
Indrawati was a reassuring figure for investors over more than a decade. But her once sky-high stock had become diminished. Removing her was a risky step, but not so dangerous as it might have been had Prabowo pushed her out in the last year. My column explains. www.bloomberg.com/opinion/arti...
bloomberg.com
Indonesia’s Star Finance Minister Falls to Earth
Sri Mulyani was a very effective advocate for her nation. But even her credibility had limits.
010
Daniel Moss @mosseco.bsky.social · 05/09/2025
The 1980s were a golden age. Major reforms laid the ground for a long boom. But there is now soul searching. Can the magic be recovered? Shifts don't have to be quite so massive, they just have to move things forward. Keep at it, Australia. My column explains. www.bloomberg.com/opinion/arti...
bloomberg.com
Can Australia Achieve a Third Golden Age?
The ’80s and ’90s were the heydays of reform. The challenge now is how to move forward.
000
Daniel Moss @mosseco.bsky.social · 01/09/2025
Reordering a country of Indonesia’s size isn’t done easily or without frictions. To make Indonesia Inc. sustainable, Prabowo could do worse than take a breath — and try to bring everyone along. My column puts unrest in a broad economic context. www.bloomberg.com/opinion/arti...
bloomberg.com
Indonesia Inc. Cannot Take Refuge in Patriotism
The president backs a nationalist style of capitalism. Public anger and mass protests show that not everyone is buying the pitch.
020
Daniel Moss @mosseco.bsky.social · 27/08/2025
While Powell was undoubtedly the main attraction at Jackson Hole, there were other weighty issues on the table. The role of men — and societal values — in declining fertility was among them. We fathers can do better. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Why Dads, Not ‘Duds,’ Matter for the Baby Bust
Don’t overlook cultural factors when talking about fertility. We fathers can do better.
000
Daniel Moss @mosseco.bsky.social · 21/08/2025
As strong as Vietnam’s performance has been, it needs to brace for more difficult times. Communist leaders want to develop a modern financial system -- and a central bank that’s fit for the task of managing it. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Vietnam’s Next Big Challenge Is All About Money
Central bank reforms that reflect the power of markets are long overdue.
000
Daniel Moss @mosseco.bsky.social · 19/08/2025
After an encouraging start to the year, China's expansion is in trouble. But authorities have given little sign they are prepared to jettison the caution that has characterized their actions. Beijing seems intent to just muddle through. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
China’s Economy Needs Help, But Will It Come?
Poor data show the limits of Beijing’s wait-and-see approach.
000
Daniel Moss @mosseco.bsky.social · 15/08/2025
It’s notable that countries aren't lining up to fire back. With the exception of China, which has escalated and retreated to match US rhythms, there have been few reprisals. But the nations humiliated won't forget this experience. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Is Anybody Fighting Back in This Trade War?
Countries aren’t lining up to retaliate against US tariffs and the global economy hasn’t cratered. Give it time.
000
Daniel Moss @mosseco.bsky.social · 12/08/2025
Bad news can only be massaged so much. DC statisticians do a decent job, no matter what Trump says. I've reported on data from places that could have been fairly equated with bananas — and some that should have known better. My column explains. www.bloomberg.com/opinion/arti...
bloomberg.com
Breaking the World’s Addiction to US Statistics Is Hard
American economic reports aren’t perfect, but the global economy can’t do without them.
001
Daniel Moss @mosseco.bsky.social · 01/07/2025
Indonesia's free lunch program is a massive undertaking. It's hard to fault the goal, but in a nation of more than 280 million people, someone has to pick up a hefty check. Can Jakarta afford it? My column explains the stakes www.bloomberg.com/opinion/arti...
bloomberg.com
Indonesia’s Free-Lunch Plan Will Cost Prabowo
Meals for every student is a laudable initiative, but paying for it is a challenge.
000
Daniel Moss @mosseco.bsky.social · 26/06/2025
What if tariffs are as much about looking tough as achieving results? If so, then there’s little that America’s partners can do to satisfy US demands — assuming they’re even intended to be met. And that they won’t change. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Trade Isn’t Supposed to Be Emotional. It Is Now
Trump’s tariffs are as much about drama as economics.
000
Daniel Moss @mosseco.bsky.social · 23/06/2025
The Philippines can count its lucky stars that manufacturing never really took off. When supply chains began winding through neighbors, the archipelago was largely overlooked. It's now less exposed to tariffs. My column explains  www.bloomberg.com/opinion/arti...
bloomberg.com
Being the Odd One Out Is Working for the Philippines
It escaped with one of Trump’s lightest tariffs in Southeast Asia, but can’t rely on the vulnerability of neighbors.
000
Daniel Moss @mosseco.bsky.social · 18/06/2025
Even tourism, usually something the country can fall back on during soft patches, is enduring a slowdown. HBO’s hit show The White Lotus — set on Koh Samui — garnered millions of viewers but failed to pay big dividends for the kingdom. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Thailand Is Languishing at Just the Wrong Moment
The kingdom dragged its feet on long-brewing economic problems. It’s not ready for Trump’s tariffs.
010
Daniel Moss @mosseco.bsky.social · 16/06/2025
The country sure has a lot on its plate. It should avoid going overboard on sweating demographics. That’s not an existential issue — yet. Trade, so closely linked with industrialization, is the more vital and immediate front www.bloomberg.com/opinion/arti...
bloomberg.com
Vietnam Has Far Bigger Worries Than Its Baby Bust
The government sought fewer kids and more exports. Only the latter now truly warrants concern.
000
Daniel Moss @mosseco.bsky.social · 11/06/2025
The tragedy of the Mekong: The world's largest inland fishery is facing threats from all sides. My column explains www.bloomberg.com/opinion/feat...
bloomberg.com
China and Its Neighbors Are Ravaging the Mekong
Beijing’s formidable influence has traction because no country or authority officially controls the historic waterway.
000
Daniel Moss @mosseco.bsky.social · 30/05/2025
Tough to be anything other than bearish on USD right now. Given Trump's policies, a down year is fair. But beware the `sell America' triumphalism. Obituaries have been written before, including in 1971, and they haven't dated well. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
The Problem With Asia’s ‘Sell America’ Moment
The region’s currencies are enjoying a healthy rally. History warns against anti-dollar triumphalism.
000
Daniel Moss @mosseco.bsky.social · 28/05/2025
Prabowo is only seven months into his term and some of the toughest decisions still lie ahead. Nonetheless, the sense of chaos that characterized the very start of the administration has abated -- and markets approve. My column explains   www.bloomberg.com/opinion/arti...
bloomberg.com
Chaos Is Taking a Sabbatical in Indonesia
The new president’s team is making the most of some shocks. Maintaining the discipline is key to financial stability.
000
Daniel Moss @mosseco.bsky.social · 02/05/2025
It would be a mistake to see the PM as merely contra-Trump. He embodies the rise of central bankers to deity-like status -- and the emphasis they have placed on messaging and presentation. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Greenspan Set Carney on Path to Political Stardom
The Canadian prime minister’s ascent is as much a reflection of modern banking as a repudiation of Trump.
000
Daniel Moss @mosseco.bsky.social · 29/04/2025
The turmoil forces some uncomfortable questions, which, though not entirely new, tended to be considered something for another day. The wisdom of relying on US guarantees, in both finance and diplomacy, is getting fresh scrutiny. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Is America Alone? Not Yet, But It’s Trying
The country’s role as the center of the financial world is getting uncomfortable scrutiny. That alone is troubling.
001
Daniel Moss @mosseco.bsky.social · 25/04/2025
Paul Volcker recognized there was more going on in New Zealand than great fishing. The tiny nation's big export was inflation targeting. Now the central bank is having a tough time; ties with politicians have deteriorated. My column explains the significance www.bloomberg.com/opinion/arti...
bloomberg.com
An Inflation Pioneer Is Under Siege
Deteriorating relations between New Zealand's central bank and the government show there's more to independence.
000
Daniel Moss @mosseco.bsky.social · 17/04/2025
It’s fine for the dollar to lose ground against the yen and euro for a while. Trump's tariffs are poor policy; US prestige has taken a hit. But the greenback has been given last rites plenty of times before. It still rules the FX world. My column explains   www.bloomberg.com/opinion/arti...
bloomberg.com
King Dollar’s Reign Looks Secure — For Now
Trump’s punitive tariffs have dealt a blow to US credibility and the greenback. It’s a bigger leap to project the currency's demise.
011
Daniel Moss @mosseco.bsky.social · 14/04/2025
Services are reshaping global trade -- and the US runs a surplus. If globalization has a prayer, it's because the White House is basically ignoring this huge growth area. My column discusses the long-run stakes for the world economy www.bloomberg.com/opinion/arti...
bloomberg.com
Trump Ignoring Services Is a Small Mercy
If he ever turns his attention to offices moving overseas, the havoc would be much worse.
020
Daniel Moss @mosseco.bsky.social · 09/04/2025
This isn't a column about which institution will be the first to cut interest rates after Liberation Day -- or even whether they should. The broader theme is the relegation of monetary authorities. Does the world still belong to them? Scary question! www.bloomberg.com/opinion/arti...
bloomberg.com
Tariffs Leave Central Banks Out in the Cold
They are, for now, not the most important voices in the global economy. That’s a worrisome shift.
000
Daniel Moss @mosseco.bsky.social · 07/04/2025
There's tragedy here. The penalties will deal a heavy blow to the Vietnamese economy as a whole, and to the middle-class aspirations of millions. Irony is also present. Firms shifted production out of China -- and got hit with levies anyway. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Vietnam Should Have Seen This Tariff Hit Coming
The nation adopted a textbook approach to growth with relish and became a favorite with investors. Its sin was to be too successful.
000
Daniel Moss @mosseco.bsky.social · 03/04/2025
For decades, American companies were buoyed by making products abroad. The practice brought benefits for the US economy, constrained inflation, and delivered influence for Washington. The system Trump sees as a prison was anything but. My column explains     www.bloomberg.com/opinion/arti...
bloomberg.com
Who, Exactly, Is Trump Liberating With Tariffs?
Global trade and investment hasn’t looked too oppressive for US manufacturers. Many of Washington’s friends benefited as well.
021
Daniel Moss @mosseco.bsky.social · 01/04/2025
From restoring the political role of the army, to stretching fiscal covenants and bringing state-backed firms more into his orbit, Prabowo looks determined to reshape his country. In our column, @karishmajourno.bsky.social and I scrutinize the president's approach www.bloomberg.com/opinion/arti...
bloomberg.com
Prabowo Tries to Remake Indonesia, But at What Cost?
The economic and political pillars that emerged after the turmoil of 1998 are in peril. Markets are rightly apprehensive.
000
Daniel Moss @mosseco.bsky.social · 25/03/2025
The USD may well have a soft year, and it’s prudent to position for a possible recession. But it will take more than antipathy toward the president to create a new FX world. My column today explains. www.bloomberg.com/opinion/arti...
bloomberg.com
The Dollar’s Exceptional, Like It or Not
The greenback tends to fluctuate on the basis of economic projections, but its role in the global economy remains impregnable.
010
Daniel Moss @mosseco.bsky.social · 20/03/2025
Indonesia’s hard-won reputation for stability is under great strain. The big emerging market is often the subject of rosy projections, but the nation sometimes struggles to get out of its own way. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Indonesia's Self-Inflicted Economic Wounds Multiply
The respected finance minister says she’ll stay after a market rout. That’s not a cure-all for mounting challenges.
000
Daniel Moss @mosseco.bsky.social · 05/03/2025
Disappointing as low fertility is, these nations are wealthier than might have been imagined decades ago. Addressing birthrates — or alleviating the impact — deserves to be a priority, but it's hard to judge it a catastrophe. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
We’ll Keep Having Fewer Babies. Time to Accept That
A small increase in South Korea's fertility rate doesn't alter the long-term trend.
000
Daniel Moss @mosseco.bsky.social · 28/02/2025
Call it friendshoring or China+1, this was never an exit from the Asian giant but a hedging of bets. This fudge is likely to get harder — and the consequences of a deeper shift in trading patterns stand to be profound. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
000
Daniel Moss @mosseco.bsky.social · 19/02/2025
Michele Bullock has been at the helm of the Reserve Bank of Australia for more than a year, but in an important way, her tenure begins now.  www.bloomberg.com/opinion/arti...
bloomberg.com
A Central Bank Hawk Relaxes Her Guard. Not Before Time
A long-awaited rate cut heralds a new era for the Australian economy, however much the RBA may want to downplay it.
000
Daniel Moss @mosseco.bsky.social · 14/02/2025
Behind the outrage is an underlying fear that long-held assumptions that China and, possibly, India will eclipse the US are wide of the mark. My column explains www.bloomberg.com/opinion/arti...
bloomberg.com
Trump’s Tariffs Obscure a Much Bigger Challenge for the World
The global economy is utterly dependent on the US. Growth elsewhere doesn’t look promising.
000
Daniel Moss @mosseco.bsky.social · 13/02/2025
These days, no one who has been to a Japanese supermarket thinks the threat facing Japan is deflation. My colleague @gearoidreidy.bsky.social and I argue that it's well past time for the political elite to take the win www.bloomberg.com/opinion/arti...
bloomberg.com
It’s Time for Japan to Admit Victory on Deflation
The battle against falling prices has been comprehensively won.
000
Daniel Moss @mosseco.bsky.social · 05/02/2025
The greater import may not be what happens to individual countries or even specific industries, but the collateral damage to the standing of trade agreements and the ideas that underpinned them. My column explains. www.bloomberg.com/opinion/arti...
bloomberg.com
Winners of the First Trade War May Not Be So Victorious
Stuck between the US and China, Southeast Asia’s challenges this time around are much greater.
000
Daniel Moss @mosseco.bsky.social · 03/02/2025
The quest for faster growth that the new leader desires may prove costly if accompanied by a surplus of U-turns. Shifts in fiscal policy and interest rates have not been encouraging. My column explains.    www.bloomberg.com/opinion/arti...
bloomberg.com
Indonesia’s Dash for Growth May Prove Costly
The new president wants to ramp up the economy, but too many sudden changes will undermine the country’s standing.
000
Daniel Moss @mosseco.bsky.social · 28/01/2025
Korea ought to be doing better. Inflation is easing and, as a major exporter, the nation stood to benefit from an upswing in global growth. But politics is getting in the way, a reminder that big economies don’t just run themselves. My column explains. www.bloomberg.com/opinion/arti...
bloomberg.com
South Korea’s Growth Is a Casualty of Its Political Impasse
Constitutional wrangling is leaving a dangerous policy vacuum. Instead of a boom, growth is struggling.
000
Daniel Moss @mosseco.bsky.social · 25/01/2025
The most astute central bankers realized long ago that the more the public is prepared for their moves, the greater latitude they have. The BOJ is right to be cautious. This column by @gearoidreidy.bsky.social and myself explains www.bloomberg.com/opinion/arti...
bloomberg.com
Japan’s Central Bank Drops the Drama and Wins on Rates
Governor Ueda avoided the chaos that accompanied his prior move. Decisions will get trickier from here.
010
Daniel Moss @mosseco.bsky.social · 22/01/2025
The current generation of officials have to contend with a lopsided global economy, supply-chain shocks and climate change — in addition to striving for price stability and decent growth. Quite the cocktail. My column explains. www.bloomberg.com/opinion/arti...
bloomberg.com
The Great Wave Is Coming for Central Banks
No matter what catchy label they attach to the economics of this era, one constant is likely to be surprise.
000
Daniel Moss @mosseco.bsky.social · 20/01/2025
Ueda’s work may not be complete, but he recognized his initial priority and stuck to it. That Japan’s economy hasn’t suffered too much damage is either luck or a natural result of the governor’s caution. I wrote about this with @gearoidreidy.bsky.social www.bloomberg.com/opinion/arti...
bloomberg.com
Ueda’s Doctrine for the BOJ Is Finally Emerging
A long-awaited autopsy of the lost decades reveals that the governor is eager to move on. But the potential for missteps is great.
000
Daniel Moss @mosseco.bsky.social · 13/01/2025
Indonesia is defending its currency and swelling the central bank's bond holdings. Discipline will be key to riding out this year www.bloomberg.com/opinion/arti...
bloomberg.com
Indonesia Is the Latest Country to Risk a Japanification Tag
With markets sniffing out fiscal vulnerabilities in many countries, this would be an inopportune time to lose discipline.
000