Shawn Donnan

Shawn Donnan

@sdonnan.bsky.social

Senior Writer for Economics, Bloomberg News. Ex FT. Aussie. Red Sox nation. Opinions mine alone. Reposts not endorsements. sdonnan@bloomberg.net

4.8K followers3K following249 posts

Shawn Donnan reposted

Ted Mann
@whereisted.bsky.social

"An economic growth story built on immigration is being unwound in Houston." Been waiting for this Businessweek deep dive from @sdonnan.bsky.social and Catarina Saraiva on how the Trump immigration crackdown is punishing the Sun Belt, especially Houston. 🎁link: www.bloomberg.com/features/202...

bloomberg.comTrump’s Immigration Crackdown Is Slowing the Sun Belt’s Population GrowthIn Houston, the shock waves are being felt in restaurants, schools and the housing market.

Shawn Donnan reposted

Cullen Hendrix
@cullenhendrix.bsky.social

This is a really good post. If the 122 tariffs were really about a balance of payments crisis equities and bond markets would not be nearly as sanguine.

Shawn Donnan@sdonnan.bsky.social

We should be talking more about the fact the president of the world’s largest economy just declared it’s facing a payments crisis. Once, that would have caused turmoil in financial markets. Now it’s just another reason for tariffs. My latest for @bloomberg.com: www.bloomberg.com/news/article...

bloomberg.comTrump Pegs New Tariffs to a Payments Crisis That Experts Doubt ExistsWith his move to impose new global tariffs, US President Donald Trump isn’t just trying to repair a trade policy dismantled by a Supreme Court rebuke. He’s also declaring the world’s largest economy i...
Shawn Donnan
@sdonnan.bsky.social

We should be talking more about the fact the president of the world’s largest economy just declared it’s facing a payments crisis. Once, that would have caused turmoil in financial markets. Now it’s just another reason for tariffs. My latest for @bloomberg.com: www.bloomberg.com/news/article...

bloomberg.comTrump Pegs New Tariffs to a Payments Crisis That Experts Doubt ExistsWith his move to impose new global tariffs, US President Donald Trump isn’t just trying to repair a trade policy dismantled by a Supreme Court rebuke. He’s also declaring the world’s largest economy i...

Shawn Donnan reposted

Chad P. Bown
@chadpbown.com

Reports are that Trump is "privately musing about exiting the North American trade pact." Deep dive by @joshwingrovebbg.bsky.social into what we know about the upcoming USMCA review.

bloomberg.comTrump Privately Weighs Quitting USMCA Trade Pact He NegotiatedPresident Donald Trump is privately musing about exiting the North American trade pact, people familiar with the matter said, injecting further uncertainty about the deal’s future into pivotal renegot...

Shawn Donnan reposted

Shawn Donnan
@sdonnan.bsky.social

The US and China are flipping the script. As the US tries to bring factories home, China Inc is stepping into the vacuum, investing in new production outside China. My latest @bloomberg.com Big Take with help from colleagues around the world. www.bloomberg.com/news/feature...

bloomberg.comUS and China Flip the Global Script as Capital Flows ReverseAs the US draws back, China is again dispersing capital globally, leading the rest of the world to confront a fundamental change in their economic relationships with both superpowers.
Shawn Donnan
@sdonnan.bsky.social

The US and China are flipping the script. As the US tries to bring factories home, China Inc is stepping into the vacuum, investing in new production outside China. My latest @bloomberg.com Big Take with help from colleagues around the world. www.bloomberg.com/news/feature...

bloomberg.comUS and China Flip the Global Script as Capital Flows ReverseAs the US draws back, China is again dispersing capital globally, leading the rest of the world to confront a fundamental change in their economic relationships with both superpowers.

Shawn Donnan reposted

Shawn Donnan
@sdonnan.bsky.social

Trump keeps hailing an investment boom that he says is set to top $21 trillion in pledges from companies & countries. But as we write in today's @bloomberg.com Big Take the reality is a third of that. And even that $7 trillion faces major questions. www.bloomberg.com/graphics/202...

bloomberg.comTrump’s $21 Trillion Investment Boom Is Actually Short TrillionsBloomberg Economics analysis shows real investment commitments closer to $7 trillion and many of those are in question.
Shawn Donnan
@sdonnan.bsky.social

Trump keeps hailing an investment boom that he says is set to top $21 trillion in pledges from companies & countries. But as we write in today's @bloomberg.com Big Take the reality is a third of that. And even that $7 trillion faces major questions. www.bloomberg.com/graphics/202...

bloomberg.comTrump’s $21 Trillion Investment Boom Is Actually Short TrillionsBloomberg Economics analysis shows real investment commitments closer to $7 trillion and many of those are in question.

Shawn Donnan reposted

Bloomberg News
@bloomberg.com

China has intensified its competition with the US for influence in the Indo-Pacific, and Beijing’s recent gains in the regional contest are “undeniable,” says former Deputy Secretary of State Kurt Campbell.

bloom.bgChina Gains in Asia Great Game Are ‘Undeniable,’ Biden Official SaysChina has intensified its competition with the US for influence in the Indo-Pacific, and Beijing’s recent gains in the regional contest are “undeniable,” former Deputy Secretary of State Kurt Campbell said.

Shawn Donnan reposted

Shawn Donnan
@sdonnan.bsky.social

"Trump’s views on China have a remarkably consistent thread running through them: He’s often the contrarian in the room pushing back against advisers urging him to crack down on an existential rival." My @bloomberg.com Weekend Essay on why Trump's no China hawk. www.bloomberg.com/news/article...

bloomberg.comWhat We Still Get Wrong About Trump’s Approach to ChinaThe US president’s “tough on China” reputation belies his interest in striking a deal with the nation, not decoupling from it.
Shawn Donnan
@sdonnan.bsky.social

"Trump’s views on China have a remarkably consistent thread running through them: He’s often the contrarian in the room pushing back against advisers urging him to crack down on an existential rival." My @bloomberg.com Weekend Essay on why Trump's no China hawk. www.bloomberg.com/news/article...

bloomberg.comWhat We Still Get Wrong About Trump’s Approach to ChinaThe US president’s “tough on China” reputation belies his interest in striking a deal with the nation, not decoupling from it.

Shawn Donnan reposted

Shawn Donnan
@sdonnan.bsky.social

The AI investment boom gets a lot of attention. For good reason - it’s propping up US growth. One thing not mentioned enough: Even as US tariffs have risen the AI boom has been largely duty-free. My latest @bloomberg.com Supply Lines newsletter. www.bloomberg.com/news/newslet...

bloomberg.comTrump’s Duty-Free AI Boom Zips Past the Sluggish Global EconomyOne persistent theme at last week’s International Monetary Fund and World Bank annual meetings was the resilience of the global economy to the Trump tariff shock. For which there are myriad explanatio...
Shawn Donnan
@sdonnan.bsky.social

The AI investment boom gets a lot of attention. For good reason - it’s propping up US growth. One thing not mentioned enough: Even as US tariffs have risen the AI boom has been largely duty-free. My latest @bloomberg.com Supply Lines newsletter. www.bloomberg.com/news/newslet...

bloomberg.comTrump’s Duty-Free AI Boom Zips Past the Sluggish Global EconomyOne persistent theme at last week’s International Monetary Fund and World Bank annual meetings was the resilience of the global economy to the Trump tariff shock. For which there are myriad explanatio...

Shawn Donnan reposted

Shawn Donnan
@sdonnan.bsky.social

We have the first multi-billion bankruptcy of the Trump tariff era. My latest for the @bloomberg.com Supply Lines newsletter: www.bloomberg.com/news/newslet...

bloomberg.comTrump Tariffs’ Role in First Brands Saga Point to Slowly Emerging Economic DamageThe emerging view set to be confirmed at this week’s annual meetings of the International Monetary Fund and World Bank is that the global economy has so far avoided the worst of the tariff pain many a...
Shawn Donnan
@sdonnan.bsky.social

We have the first multi-billion bankruptcy of the Trump tariff era. My latest for the @bloomberg.com Supply Lines newsletter: www.bloomberg.com/news/newslet...

bloomberg.comTrump Tariffs’ Role in First Brands Saga Point to Slowly Emerging Economic DamageThe emerging view set to be confirmed at this week’s annual meetings of the International Monetary Fund and World Bank is that the global economy has so far avoided the worst of the tariff pain many a...

Shawn Donnan reposted

Shawn Donnan
@sdonnan.bsky.social

Trump’s tariffs - and companies’ push for relief from them - has set off a lobbying boom with more than $900 million spent in the first half of this year. The big winners: A small group of lobbying firms with close ties to the Trump administration. www.bloomberg.com/news/feature...

bloomberg.comA Gunmaker’s Lobbying Shows How Trump’s Tariffs Changed the GameFirms close to the administration have seen a surge in revenue as they advise businesses on how to avoid the import duties and play ‘Let’s Make a Deal’ in Trump's Washington

Shawn Donnan reposted

Ted Mann
@whereisted.bsky.social

Trump's 50% tariff on Brazil was a crisis for Taurus, which sells most of its low-cost guns in the US. So Taurus called Brian Ballard. Trump's trade wars are fueling a historic boom on K Street -- especially for lobbyists closest to the president's inner circle. www.bloomberg.com/news/feature...

bloomberg.comA Gunmaker’s Lobbying Shows How Trump’s Tariffs Changed the GameFirms close to the administration have seen a surge in revenue as they advise businesses on how to avoid the import duties and play ‘Let’s Make a Deal’ in Trump's Washington
Shawn Donnan
@sdonnan.bsky.social

Trump’s tariffs - and companies’ push for relief from them - has set off a lobbying boom with more than $900 million spent in the first half of this year. The big winners: A small group of lobbying firms with close ties to the Trump administration. www.bloomberg.com/news/feature...

bloomberg.comA Gunmaker’s Lobbying Shows How Trump’s Tariffs Changed the GameFirms close to the administration have seen a surge in revenue as they advise businesses on how to avoid the import duties and play ‘Let’s Make a Deal’ in Trump's Washington

Shawn Donnan reposted

Bob Burgess
@bobburgess.bsky.social

Bloomberg Editorial Board: Simply placing these tariffs on sounder legal footing won’t undo the damage that’s already been done. Far better for the White House to let them expire, blame the courts, and then reap the benefits of unfettered trade and improved growth. www.bloomberg.com/opinion/arti...

bloomberg.comLiberation Day Tariffs Are an Increasingly Costly MistakeThe Supreme Court may soon strike down the president’s signature trade plan. It’s for the best.

Shawn Donnan reposted

Shawn Donnan
@sdonnan.bsky.social

Reupping this with a bonus pitch: You can also hear what my dog Toby makes of it all!

The Brian Lehrer Show@thebrianlehrershow.bsky.social

Catch @lydiadepillis.bsky.social & @sdonnan.bsky.social talk about the latest economic and tariff news, including U.S. investment in Intel, other deals involving foreign investment in U.S. businesses and the Federal Reserve. www.wnyc.org/story/tuesda...

wnyc.orgTuesday Morning Economic News | The Brian Lehrer Show | WNYCReporters Lydia DePillis and Shawn Donnan talk about the latest economic and tariff news, including U.S. investment in Intel, other deals and the Federal Reserve.
Shawn Donnan
@sdonnan.bsky.social

Reupping this with a bonus pitch: You can also hear what my dog Toby makes of it all!

The Brian Lehrer Show@thebrianlehrershow.bsky.social

Catch @lydiadepillis.bsky.social & @sdonnan.bsky.social talk about the latest economic and tariff news, including U.S. investment in Intel, other deals involving foreign investment in U.S. businesses and the Federal Reserve. www.wnyc.org/story/tuesda...

wnyc.orgTuesday Morning Economic News | The Brian Lehrer Show | WNYCReporters Lydia DePillis and Shawn Donnan talk about the latest economic and tariff news, including U.S. investment in Intel, other deals and the Federal Reserve.

Shawn Donnan reposted

The Brian Lehrer Show
@thebrianlehrershow.bsky.social

Catch @lydiadepillis.bsky.social & @sdonnan.bsky.social talk about the latest economic and tariff news, including U.S. investment in Intel, other deals involving foreign investment in U.S. businesses and the Federal Reserve. www.wnyc.org/story/tuesda...

wnyc.orgTuesday Morning Economic News | The Brian Lehrer Show | WNYCReporters Lydia DePillis and Shawn Donnan talk about the latest economic and tariff news, including U.S. investment in Intel, other deals and the Federal Reserve.

Shawn Donnan reposted

Shawn Donnan
@sdonnan.bsky.social

Maybe we should call it the fake it ‘til you make it - or break it —order. Or how the “Turnberry System” is already causing damage. My latest for the @bloomberg.com Supply Lines newsletter: www.bloomberg.com/news/newslet...

bloomberg.comThe Downside of Trump’s Rushed, Incomplete Trade DealsWith his tariffs in place, a collection of tentative deals to hail and US equities testing new records, it’s little wonder that President Donald Trump is feeling buoyant about his efforts to remake th...
Shawn Donnan
@sdonnan.bsky.social

Maybe we should call it the fake it ‘til you make it - or break it —order. Or how the “Turnberry System” is already causing damage. My latest for the @bloomberg.com Supply Lines newsletter: www.bloomberg.com/news/newslet...

bloomberg.comThe Downside of Trump’s Rushed, Incomplete Trade DealsWith his tariffs in place, a collection of tentative deals to hail and US equities testing new records, it’s little wonder that President Donald Trump is feeling buoyant about his efforts to remake th...