iiinova — where your digital self keeps evolving

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Michael Pettis @michaelpettis.bsky.social · 11/02/2026

1/4 Very interesting and timely paper. The authors find that "industrial policies lead to trade surpluses if the government pursues an unbalanced policy mix, such that domestic demand does not rise as much as supply. These surpluses are absorbed by the rest... bw.bse.eu/wp-content/u...

bw.bse.eu

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Sander Tordoir @sandertordoir.bsky.social · 19/12/2025

My letter in the Economist pushes back on its take on Europe and the second China shock. The Economist lays out the profound pressure China is putting on EU manufacturing, but then proceeds to advocate the EU give up and switch to services à la the UK. That feels thin. Pleased they published it.

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Lucas Guttenberg @lucasguttenberg.bsky.social · 19/12/2025

So what the hell just happened? Two things: Ukraine will get 90 billion euros. And Orbán did not veto that even though he could have. How so? Short thread:

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Sander Tordoir @sandertordoir.bsky.social · 17/11/2025

Should give serious pause to those who want euro or EU exits. But of course most of them don't look at research in the first place. @pgkroegerbb.bsky.social

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Alan Beattie @alanbeattie.bsky.social · 09/11/2025

1. Clampdown on benefit cheats! 2. Clampdown on benefit cheats doesn’t work. 3. Blitz on red tape! 4. Blitz on red tape doesn’t work. 5. Go to 1. Currently we’re between 3 and 4. I’m confident we’ll be back at 1 by Christmas.

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Christian Odendahl @codendahl.bsky.social · 07/11/2025

In other words, the whole legal and political hassle of taking the money from Euroclear (via an EU bond), and handing the money to Ukraine could be avoided by just issuing an EU bond, handing *that* money to Ukraine, and servicing it from the returns on Euroclear's assets.

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João Pereira dos Santos @joaopsantos.bsky.social · 03/11/2025

📢We are hiring at ISEG! 2 Assistant Professor Positions in Economics (any field) More info: econjobmarket.org/positions/11... Get in touch if you have any questions and join us in beautiful Lisbon! 🇵🇹 Please RT #EconSky

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Sander Tordoir @sandertordoir.bsky.social · 23/10/2025

New paper out with a blueprint for a proper European industrial policy in the automotive sector. The urgent issue is to offset geopolitical demand shocks - coordinated EV subsidies of the big four (FR FR ES IT) could cover 70% of the EU market. Will tweet more later :)

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Lukas Haffert @lhaffert.bsky.social · 17/10/2025

Why do rustbelts vote radical right? Studying the German Ruhr area, @nilsblossey.bsky.social, @lstoetze.bsky.social and I show: it’s not just about deindustrialization, but also about the original industrialization. Where coal is buried deeper and mining started later, the AfD is stronger today 1/12

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CSbungo @csbungo.bsky.social · 08/10/2025

Helpfully I explained to some pointing tourists that Glaswegians had much longer legs back in the day

Mackintosh house up at Glasgow Uni. The front door is several feet off the ground with access being via the adjoining Hunterian

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laurentfranckx.bsky.social @laurentfranckx.bsky.social · 03/10/2025

Imagine an alternative universe where, after WW1, the advisors of Woodrow Wilson would have prevailed

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laurentfranckx.bsky.social @laurentfranckx.bsky.social · 02/10/2025

Europe’s astonishing drop in illegal migration "In the first eight months of this year 112,000 people crossed illegally into Europe, down 21% from a year earlier. The drop is an even more impressive 52% from the comparable period in 2023" www.economist.com/internationa... From The Economist

economist.com

Europe’s astonishing drop in illegal migration

Europe’s big, invisible wall is slowing boat crossings by migrants

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Alan Beattie @alanbeattie.bsky.social · 02/10/2025

But I was told that Keir Starmer’s conference speech marked a pivot away from imitating Reform and towards a bold new liberal something! I WAS PROMISED! on.ft.com/4mGqFPF

on.ft.com

UK to scrap right of refugees to seek permanent residency after 5 years

Policy comes as Keir Starmer seeks to toughen stance on immigration and fend off Reform UK

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Christian Odendahl @codendahl.bsky.social · 26/09/2025

Just saw an epic TV rant by Robert #Habeck on the state of the German economy from May 2019. He was very prescient, and basically everyone around the table thought he’d gone mad. There is a reason why Germany is in this mess.

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Willem Sas @willemsas.bsky.social · 20/09/2025

Punt is niet dat je ongelijk hebt, punt is dat de kiezer daar onvoldoende van op de hoogte was, of dat niet geloofde. En symbolen zijn belangrijk vrees ik..

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John Burn-Murdoch @jburnmurdoch.ft.com · 22/04/2025

Striking stat from @kellycnbc.bsky.social on this: The rise in treasury yields since Trump’s tariffs were announced leads to an increase in US debt interest payments that is larger than all the DOGE savings.

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Jacob Edenhofer @jacobedenhofer.bsky.social · 17/04/2025

Some thoughts on the strategic rationale behind the "Brandmauer” – the cordon sanitaire vis-à-vis the AfD – and the challenges associated with maintaining it. Seems pertinent, given that senior CDU/CSU figures regularly float the idea of ditching it and exploring avenues for closer cooperation.

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Sander Tordoir @sandertordoir.bsky.social · 09/04/2025

Critical reactions on this. That’s fine I get it. Worth gauging and probing US intentions for Europe I’d say. US provides demand, China mainly supply, making the former despite everything a more logical dance partner for trade surplus EU…

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Terzake @terzake.bsky.social · 01/04/2025

"We zitten in een polycrisis: begroting, veiligheid, wonen,... Is het wel de moment? Maar wat we aan het doen waren, die voorlopige regering, was erger." @willemsas.bsky.social. Is een minderheidsregering in Brussel de oplossing? Bekijk hier de #terzake reportage: vrtnws.be/p.j1Zeo9N6dGx

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Timothy Caulfield @caulfieldtim.bsky.social · 27/03/2025

‘It’s become almost the norm’: Misinformation ramping up during election, expert www.ctvnews.ca/edmonton/alb... Me: "...if you feel like something is playing to your rage, playing to your grievances, those kinds of emotional responses should be a red flag to pause & to double check the veracity..."

ctvnews.ca

‘It’s become almost the norm’: Misinformation ramping up during election, expert says

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Sander Tordoir @sandertordoir.bsky.social · 26/03/2025

On that market response to Germany deploying fiscal policy and the plethora of obviously wrong market reads from Germany and the Netherlands. @rajakorman.bsky.social nails it here in the FT. The best part? 1/2

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Sander Tordoir @sandertordoir.bsky.social · 20/03/2025

Hope that Merz and Co realise that Germanys core engineering sectors are not only rapidly losing market share to China’s subsidised and increasingly sophisticated competition in global export markets. But also in the truly indispensable European home market. 1/3

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Steven Van de Walle @stevenvdwalle.bsky.social · 16/03/2025

We also thought Hungary / Orban would not be so stupid to kill the country’s best University. Yet, it did chase CEU out of the country. Never underestimate zealots’ and idiots’ ability for self-harm, nor what a politician is willing to do to cement his power.

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Kyiv Post @kyivpost.com · 15/03/2025

Thousands took to the streets of Hungary’s capital, Budapest, today in a massive opposition protest, demanding the resignation of pro-Russian PM Orbán. Opposition leader Péter Magyar declared that those who betray their own nation “should end up in the dustbin of history.”

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Sander Tordoir @sandertordoir.bsky.social · 14/03/2025

In truth the greens should get a huge amount of credit. For pushing back against the original CDU/SPD candy-handout. For ensuring the spending also provides the future-oriented investments Germany so badly needs. And for ultimately agreeing despite not governing - putting country and the EU first.

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Catherine E. de Vries @catherinedevries.bsky.social · 11/03/2025

Dutch parliament speaks out against joint borrowing at EU level to strengthen European defence. From frugal four to frugal one.

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Sander Tordoir @sandertordoir.bsky.social · 10/03/2025

Even rustig afwachten. Wat CDU en SPD op tafel hebben gelegd als uitgaven was een gedrocht - pensioensverhogingen, snoepjes uitdelen, niks aan moderniserende investeringen (maar ja wel defensie). Goed dat de groenen er nog even druk op zetten (ja ze zijn ook boos over proces maar dat terzijde).

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Willem Sas @willemsas.bsky.social · 07/03/2025

Voor een groot stuk gaat dit om het goedmaken van onderinvestering, en daar is wel fiscale ruimte voor. Net zoals voor andere investering trouwens. Dat zeggen we al jaren Zie Duitsland.

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Willem Sas @willemsas.bsky.social · 07/03/2025

Of geef toe dat we te weinig investeerden vroeger

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Techpriest @techpriest.bsky.social · 07/03/2025

The difference between Keynesian stimulus Vs Liz Truss and the "moron premium" in a nutshell

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Ray Fisman @rfisman.bsky.social · 07/03/2025

Mancur Olson distinguished between stationary vs roving bandits. A roving bandit rapes and pillages then moves on. A stationary bandit takes the long view, cultivating the economy so they can maximize their extraction over the long-term. Mobutu eg was a roving bandit. I fear that's what we have now.

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Gabriel Zucman @gabrielzucman.bsky.social · 03/03/2025

Exciting news for tax evasion and money laundering!

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Paul Eric @pauleric70.bsky.social · 01/03/2025

The Russian-backed government of Serbia under pressure tonight as massive protests fill the center of Belgrade. It seems that only the US hasn't gotten the note that Russian-backed fascism just isn't cool anymore.

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Guy Verhofstadt @guyverhofstadt.bsky.social · 01/03/2025

After the Oval Office disaster, let’s remember : Europe is wealthy, Europe is strong, If it wants to, Europe can deal with this. Demand EU leaders take action! How? 👇

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