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Nell Henderson

@nellhenderson.bsky.social
329 followers 188 following 299 posts

Econ nerd, Fed obsessive, Dodgers fan, recovering journalist (Ex-Econ Editor WaPo, WSJ), McKinsey alum, now Peterson Institute for International Economics VP Publishing, among other things. Opinions my own etc.

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Reposted by Nell Henderson
Peterson Institute for International Economics @piie.com · 02/09/2026
PIIE is (finally) on Instagram! Follow us petersoninstitute for videos, explainers, & more.
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Nell Henderson @nellhenderson.bsky.social · 01/09/2026
Urgent Must-Read from PIIE's Jed Kolko, ringing alarm bells over Trump administration's political meddling at the Census Bureau. www.piie.com/blogs/realti...
piie.com
Political meddling at the Census Bureau damages the entire US statistical system
This summer marks the worst period for US statistical integrity since President Donald Trump fired the head of the Bureau of Labor Statistics last August. Two different and seemingly uncoordinated eve...
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Nell Henderson @nellhenderson.bsky.social · 24/08/2026
Powerful piece from the amazing Sari Horwitz: www.theatlantic.com/ideas/2026/0...
theatlantic.com
The Gun Lobby’s Most Cynical Move Yet
New data show how pro-gun groups target their political spending after fatal school shootings.
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Nell Henderson @nellhenderson.bsky.social · 24/08/2026
Latest must-read from PIIE's Cullen S. Hendrix: Weapons of brass destruction? Trump's tariffs target musical instruments as a national security threat www.piie.com/blogs/realti...
piie.com
Weapons of brass destruction? Trump's tariffs target musical instruments as a national security threat
As school districts, parents, and students nationwide prepare for fall, music educators are wrangling with a sour note. On August 6, 2026, the US Commerce Department issued a request for comment this ...
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Reposted by Nell Henderson
Michael Derby @michaelsderby.bsky.social · 27/07/2026
Warsh's decision to provide no interest rate guidance and scant insight into how he reacts to data has left economists in a place where they doubt a rate hike will happen Wednesday but they can't rule it out. I guess we'll see how durable it is to make policy this way.
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Nell Henderson @nellhenderson.bsky.social · 27/07/2026
Latest must-read from PIIE's Michael Clemens! A new US rule to restrict student visas will hurt the US economy www.piie.com/blogs/realti...
piie.com
A new US rule to restrict student visas will hurt the US economy
The Trump administration issued a final rule in July that gives it discretion to cut short the course of study of most international students at US universities. It will likely use this new power to b...
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Nell Henderson @nellhenderson.bsky.social · 02/07/2026
Latest important research from PIIE's Michael Clemens: Firms allowed to hire immigrant manual laborers expand to hire more Americans www.piie.com/blogs/realti...
piie.com
Firms allowed to hire immigrant manual laborers expand to hire more Americans
The US government has recently enacted the largest shift in immigration policy since 1924. As officials restrict unauthorized immigration, they face a stark choice: create offsetting lawful channels f...
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Nell Henderson @nellhenderson.bsky.social · 01/07/2026
America's been arguing over trade for more than 250 years www.piie.com/blogs/realti...
piie.com
America's been arguing over trade for more than 250 years
As the United States marks the 250th anniversary of declaring its independence from Britain, Americans continue a tradition begun even longer ago: debating trade and tariffs. In recent years, disagree...
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Nell Henderson @nellhenderson.bsky.social · 30/06/2026
China's manufacturing export strength is curbing poorer countries' opportunities to industrialize www.piie.com/research/pii...
piie.com
China's manufacturing export strength is curbing poorer countries' opportunities to industrialize
China's manufacturing trade surplus and export strength, particularly in low-skill-intensive sectors such as apparel, footwear, and leather is producing a "China Squeeze"—limiting the traditional path...
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Nell Henderson @nellhenderson.bsky.social · 23/06/2026
PIIE's Michael Clemens explains how the US government is driving away international students at a long-term economic cost www.piie.com/blogs/realti...
piie.com
The US is driving away international students at a long-term economic cost
For generations, students from around the world have fueled universities in the United States, their top destination by far. Those students don't just sustain a $43 billion export industry in higher e...
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Nell Henderson @nellhenderson.bsky.social · 23/06/2026
Latest must-read from PIIE's Michael Clemens --Class dismissed: The effect of international student exclusion on the US STEM workforce and economic growth (Spoiler alert: the effect is bad) www.piie.com/publications...
piie.com
Class dismissed: The effect of international student exclusion on the US STEM workforce and economic growth
Restrictive US government policies since 2025 have reduced international student enrollment in US universities and made it harder for foreign graduates to work in the United States. This shift, if sus...
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Nell Henderson @nellhenderson.bsky.social · 15/06/2026
Latest Must Read from PIIE's Adnan Mazarei and Maurice Obstfeld: Taking geopolitically motivated US swap lines too far would harm the dollar and Fed independence www.piie.com/publications...
piie.com
Taking geopolitically motivated US swap lines too far would harm the dollar and Fed independence
Over the past century, the United States has provided dollar liquidity abroad through both the US Treasury and the Federal Reserve, but the appropriate mode of liquidity injection depends on the econo...
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Nell Henderson @nellhenderson.bsky.social · 08/06/2026
New from PIIE: Higher energy prices due to the Middle East war would slow economic growth globally, particularly in emerging markets www.piie.com/research/pii...
piie.com
Higher energy prices due to the Middle East war would slow economic growth globally, particularly in emerging markets
This year's Middle East war has driven up energy prices, disrupting economic activity around the world. If these effects persist for a year, they will slow global growth, hurting emerging economies mo...
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Nell Henderson @nellhenderson.bsky.social · 08/06/2026
Important new findings from PIIE's Mary Lovely and Christine Wan: Details of US so-called reciprocal trade deals reveal they are built to constrain China's economically www.piie.com/blogs/realti...
piie.com
US reciprocal trade deals built to push America's trade partners away from China
When the Trump administration imposed so-called "reciprocal," country-specific tariff rates in April 2025, it made clear that the measures were intended not only to protect US industry but also as neg...
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Nell Henderson @nellhenderson.bsky.social · 08/06/2026
Latest must-read from PIIE's McKibbin, Noland! Global economic implications of the 2026 Middle East war: slower growth and higher inflation hitting emerging markets harder than advanced economies www.piie.com/publications...
piie.com
Global economic implications of the 2026 Middle East war
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Nell Henderson @nellhenderson.bsky.social · 30/05/2026
Congrats Chad Bown (PIIE) and Soumaya Keyenes (FT) on the great book review from Nobel Prize winning economist Paul Krugman! paulkrugman.substack.com/p/how-to-win...
paulkrugman.substack.com
How to Win a Trade War
Tariffs and export controls and China shocks, oh my
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Nell Henderson @nellhenderson.bsky.social · 19/05/2026
Source: Trade Talks
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Nell Henderson @nellhenderson.bsky.social · 18/05/2026
The latest from Bown and Keynes: Trump and Xi Would Need Personality Transplants to Get This Deal Done www.nytimes.com/2026/05/17/o...
nytimes.com
Opinion | Trump and Xi Would Need Personality Transplants to Get This Deal Done
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Nell Henderson @nellhenderson.bsky.social · 15/05/2026
Must See TV! www.linkedin.com/posts/chad-b...
linkedin.com
Trump-Xi Summit: IS THE U.S. PRESIDENT EQUIPPED TO WIN THIS TRADE WAR? Thanks to Joe Mathieu and Kailey Leinz for the invitation to join Bloomberg News and for asking the key question. My answer... ...
Trump-Xi Summit: IS THE U.S. PRESIDENT EQUIPPED TO WIN THIS TRADE WAR? Thanks to Joe Mathieu and Kailey Leinz for the invitation to join Bloomberg News and for asking the key question. My answer...
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Nell Henderson @nellhenderson.bsky.social · 14/05/2026
Latest must-read from PIIE's Jason Furman on Fed Chair Jay Powell: He Was Good at Steering the Fed, but He Was a Genius at Ignoring Trump’s Threats www.nytimes.com/2026/05/14/o...
nytimes.com
Opinion | He Was Good at Steering the Fed, but He Was a Genius at Ignoring Trump’s Threats
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Nell Henderson @nellhenderson.bsky.social · 14/05/2026
Boston Fed Prez Collins flags rate-hike scenario as inflation risks rise, per Timiraos www.wsj.com/economy/cent...
wsj.com
Boston Fed’s Collins Flags Rate-Hike Scenario as Inflation Risks Tilt Higher
In an interview, the Fed official said she is watching how households’ inflation expectations have drifted higher.
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Nell Henderson @nellhenderson.bsky.social · 12/05/2026
Hot off the presses, by PIIE's Maurice Obstfeld et al, "Steering Structural Change" mitpress.mit.edu/978026205191...
mitpress.mit.edu
Steering Structural Change
Steering Structural Change explores looming transformations that both advanced and developing economies face as rising geopolitical tensions, accelerating cl...
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Nell Henderson @nellhenderson.bsky.social · 12/05/2026
PIIE'S Alan Wm. Wolff explains : Why do Trump's tariffs have such staying power? www.piie.com/blogs/realti...
piie.com
Why do Trump's tariffs have such staying power?
Get used to President Donald Trump's comprehensive tariffs. Though the president's across-the-board tariffs imposed under his emergency powers were invalidated by the Supreme Court in February, the ne...
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Nell Henderson @nellhenderson.bsky.social · 18/04/2026
Nerd-Alert! News about former PIIE fellow Mark Carney:
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Nell Henderson @nellhenderson.bsky.social · 13/04/2026
More from PIIE's Maurice Obstfeld. See Chapt. 4, "Global Imbalances Redux" in CEPR's latest Paris Report 4: cepr.org/publications...
piie.com
Don't blame America's current account deficit on the dollar
The Trump administration and China's leaders generally differ on economic policy, but on one proposition some prominent members of their economic teams seem to agree: The dollar's status as the world'...
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Nell Henderson @nellhenderson.bsky.social · 13/04/2026
Latest Must Read from PIIE's Maurice Obstfeld: Don't blame America's current account deficit on the dollar www.piie.com/blogs/realti...
piie.com
Don't blame America's current account deficit on the dollar
The Trump administration and China's leaders generally differ on economic policy, but on one proposition some prominent members of their economic teams seem to agree: The dollar's status as the world'...
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Reposted by Nell Henderson
Peterson Institute for International Economics @piie.com · 03/04/2026
2025 was *a year* Our 2025 Annual Report is now live! Check out highlights from one of our busiest years ever:
piie.com
Annual Report 2025
Learn about PIIE's accomplishments in 2025 and information on funding.
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Reposted by Nell Henderson
Chad P. Bown @chadpbown.com · 02/04/2026
The very awesome @aimewilliams.bsky.social joins the podcast this week to explain what has happened since Trump’s sweeping April 2, 2025 TARIFF announcement, including SURPRISES buried in the weeds of US import and export data, as well what comes next after that momentous SUPREME COURT decision.
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Reposted by Nell Henderson
Trade Talks Podcast @trade--talks.bsky.social · 01/04/2026
Has it only been one year??? (Also, hi. Trade Talks is back)
tradetalkspodcast.com
208. It's been one year since Trump's "Liberation Day" tariffs
Aime Williams joins to help explain what has happened since President Trump’s sweeping April 2, 2025 tariff announcement.
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Reposted by Nell Henderson
Anand Menon @anandmenon.bsky.social · 26/03/2026
Buy one. If only out of pity. And check out @soumayakeynes.ft.com and her trade songs sometime too......
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Reposted by Nell Henderson
Chad P. Bown @chadpbown.com · 30/12/2025
🤓 BUCKET LIST 🤓 'HOW TO WIN A TRADE WAR' (my forthcoming book with the amazing @soumayakeynes.ft.com) is part of a New Year's Day sale thingie! Barnes & Noble Premium & Rewards Members get 25% off pre-orders Dec 30-Jan 1 only #BNPreorder Instructions Here: www.barnesandnoble.com/w/how-to-win...
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Reposted by Nell Henderson
Peterson Institute for International Economics @piie.com · 26/03/2026
NOW: @kclausing.bsky.social is speaking at @whitehouse.senate.gov's Environment and Public Works Committee spotlight forum on the many ways climate change is contributing to the affordability crisis. Read her prepared remarks: www.piie.com/commentary/t... Watch here: www.youtube.com/live/oegvS1R...
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Reposted by Nell Henderson
Peterson Institute for International Economics @piie.com · 20/03/2026
Petrochemical firm owners concentrate among corporations, geographically in China, the US, & Saudi Arabia—but ownership ≠ control. Chinese & other Asian investors exert significant control, while US investors have limited control from passive investments. Saudi Arabia fully controls its investments.
piie.com
Who controls the global petrochemical industry, and how might that change?
Petrochemicals—used in everything from fertilizers, solar panels, clothing, and cosmetics to electric vehicles, electronics, and medicines—are integral to food security, manufacturing, and clean energ...
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Nell Henderson @nellhenderson.bsky.social · 23/03/2026
Latest must-read from PIIE's Chad P. Bown: Negotiating a win-win end to the lose-lose US-China trade war over technology and critical minerals www.piie.com/publications...
piie.com
Negotiating a win-win end to the lose-lose US-China trade war over technology and critical minerals
The United States and China put parts of the global economy at risk in 2025 through their trade war over critical minerals and technology. A series of escalatory tariffs and export restrictions led to...
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Nell Henderson @nellhenderson.bsky.social · 10/03/2026
Latest from PIIE's Arvind Subramanian and co-authors: www.piie.com/publications...
piie.com
India's 20 years of GDP misestimation: New evidence
New evidence suggests that India misestimated its annual economic growth rate during the past two decades. It appears that the Indian economy did not grow at a stable rate over the past two decades, a...
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Reposted by Nell Henderson
Peterson Institute for International Economics @piie.com · 10/03/2026
Watch a discussion on this & more with @hamiltonproject.org & @budgetlab.bsky.social today at 1 PM ET here:
piie.com
AI + work: Understanding AI's impact on the labor market
Much has been said about what artificial intelligence (AI) could mean for the labor market. An early wave of research gives us evidence and data to consider.
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Reposted by Nell Henderson
Peterson Institute for International Economics @piie.com · 10/03/2026
NEW: Jed Kolko finds the evidence on how AI is affecting the labor market today is inconclusive, & claims about harmful impacts on particular groups of workers are premature.
piie.com
Research on AI and the labor market is still in the first inning
Since the widespread introduction of large language models (LLMs), there has been a wave of research and a deluge of predictions about what artificial intelligence (AI) will mean for the labor market,...
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Nell Henderson @nellhenderson.bsky.social · 03/03/2026
Trump's go-it-alone-approach on China trade hasn't worked says PIIE's Chad P. Brown, bringing the receipts. China has essentially stopped buying US exports www.piie.com/blogs/realti...
piie.com
China no longer buys US exports: Drawing the right lessons for the next Trump-Xi deal
China essentially stopped buying US exports in April 2025. President Donald Trump had started his second term by launching a new trade war that he headlined with steep new tariffs on China. When China...
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Nell Henderson @nellhenderson.bsky.social · 23/02/2026
Must see TV! www.piie.com/newsroom/sho...
piie.com
Adam S. Posen on IEEPA ruling, tariff revenue, refunds for importers, and more
Adam S. Posen (PIIE) joins CNN International to discuss the Supreme Court’s ruling on presidential authority to impose tariffs under the International Emergency Economic Powers Act (IEEPA), other lega...
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Nell Henderson @nellhenderson.bsky.social · 21/02/2026
archive.is/2026.02.20-1...
archive.is
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Nell Henderson @nellhenderson.bsky.social · 20/02/2026
Breaking News Analysis from PIIE expert Alan Wm. Wolff: The Supreme Court's welcome ruling on Trump's tariffs www.piie.com/blogs/realti...
piie.com
The Supreme Court's welcome ruling on Trump's tariffs
The US Supreme Court has ruled against President Donald Trump's sweeping tariffs imposed by claiming emergency powers under the International Emergency Economic Powers Act (IEEPA). These included the ...
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Reposted by Nell Henderson
Peterson Institute for International Economics @piie.com · 06/02/2026
AGENDA UPDATE: At 12:30 PM ET, @adamposen.bsky.social will present new inflation forecasts from his recent collaborative work with Peter Orszag: "The Risk of Higher US Inflation in 2026." Stream it live below.
piie.com
The worst inflation outbreak in 40 years: Conference on distilling lessons from the COVID era
During the recovery from the COVID-19 pandemic, inflation in the United States and many other countries surged to its highest level in more than 40 years, inflicting enormous pain on households and bu...
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Nell Henderson @nellhenderson.bsky.social · 04/02/2026
www.economist.com/finance-and-...
economist.com
An audacious new book about a “precocious” country
There is no such thing as “the” Indian growth model
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Nell Henderson @nellhenderson.bsky.social · 29/01/2026
Latest from PIIE's Karen Dynan and David Wilcox! The COVID era inflation surge: Causes, consequences, and policy lessons www.piie.com/publications...
piie.com
The COVID era inflation surge: Causes, consequences, and policy lessons
The COVID era inflation surge was shaped by an unusual confluence of shocks and policy responses. It nonetheless raises enduring questions about the interaction of demand, supply, expectations, and po...
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Nell Henderson @nellhenderson.bsky.social · 28/01/2026
www.facebook.com/share/r/19xr...
facebook.com
Redirecting...
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Nell Henderson @nellhenderson.bsky.social · 27/01/2026
Latest from PIIE's Mazarei and Auclair: The America First investment pledges: How are they structured and are they realistic? (Spoiler Alert: May be less than meets the eye) www.piie.com/publications...
piie.com
The America First investment pledges: How are they structured and are they realistic?
In pursuit of President Donald J. Trump’s “America First” agenda, the administration has engaged in high-level bilateral negotiations with allies and partners to encourage them to invest in US industr...
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Nell Henderson @nellhenderson.bsky.social · 21/01/2026
Supreme Court Appears Poised to Reject Trump’s Attempt to Immediately Fire a Fed Governor www.nytimes.com/2026/01/21/u...
nytimes.com
Supreme Court Appears Poised to Reject Trump’s Attempt to Immediately Fire a Fed Governor
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Reposted by Nell Henderson
The Washington Post @washingtonpost.com · 21/01/2026
Breaking news: The Post demanded in a court filing that federal law enforcement officials return electronic devices the government seized from a staff reporter’s home, writing that the search “ignores federal statutory safeguards for journalists.”
washingtonpost.com
Washington Post demands government return materials seized from reporter
The Post demanded in a court filing Wednesday that federal law enforcement officials return electronic devices the government seized from a staff reporter’s home.
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Nell Henderson @nellhenderson.bsky.social · 21/01/2026
Recommended reading:Important words of wisdom from Carney globalnews.ca/news/1162087...
globalnews.ca
Read the full transcript of Carney’s speech to World Economic Forum - National | Globalnews.ca
Prime Minister Mark Carney gave a forceful speech in Davos, Switzerland, on the 'new world order' and how middle powers like Canada can benefit by working together.
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Nell Henderson @nellhenderson.bsky.social · 20/01/2026
Latest must-read from Orzag and Posen: www.piie.com/blogs/realti...
piie.com
The risk of higher US inflation in 2026
The consensus view among forecasters is that inflation will continue its gradual descent toward the Federal Reserve's 2 percent target through 2026. Similarly, market pricing suggests investors believ...
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