# china shock (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover china shock. Page: Feed: --- ## [AI for Economic Theorists & Mathematicians, a Mini-Series](https://markusacademy.substack.com/p/ai-for-economic-theorists-and-mathematicians) _2026-08-04 · Markus' Academy · Markus' Academy_ Pietro Ortoleva and Fedor Sandomirskiy are Professors at Princeton. ## [Watching China in Europe - August 2026](https://nbarkin.substack.com/p/watching-china-in-europe-august-2026) _2026-08-03 · Noah Barkin · Watching China in Europe_ The CEO of VW has called on the EU to take tougher trade measures against China - a sign that the economics of EU-China relations have reached a tipping point. But the politics is about to get messy. ## [The Second China Shock - Why Europe is the Front Line](https://markusacademy.substack.com/p/the-second-china-shock-implications) _2026-07-22 · Markus' Academy · Markus' Academy_ Brad Setser is a Senior Fellow at the Council on Foreign Relations. ## [The Second China Shock - How This Time Is Different](https://markusacademy.substack.com/p/the-second-china-shock-how-this-time) _2026-07-19 · Markus' Academy · Markus' Academy_ Brad Setser is a Senior Fellow at the Council on Foreign Relations ## [AI and Messy Jobs](https://markusacademy.substack.com/p/ai-and-messy-jobs) _2026-07-09 · Markus' Academy · Markus' Academy_ Luis Garicano is a Professor at the London School of Economics. ## [Watching China in Europe - July 2026](https://nbarkin.substack.com/p/watching-china-in-europe-july-2026) _2026-07-06 · Noah Barkin · Watching China in Europe_ Berlin remains wary of a trade conflict with China. But mounting job losses at home and growing momentum in Brussels for a more robust policy response may make it inevitable. ## [Neglected Risks in Private Markets](https://markusacademy.substack.com/p/neglected-risks-in-private-equity) _2026-07-04 · Markus' Academy · Markus' Academy_ Martin Schmalz is a Professor of Finance, Economics and Real Estate at Oxford. ## [Germany is wavering on China (again)](https://nbarkin.substack.com/p/germany-is-wavering-on-china-again) _2026-06-15 · Noah Barkin · Watching China in Europe_ The German government is reluctant to support tougher EU trade measures against China. Instead, it would like Brussels to develop new instruments. That could take years. ## [Watching China in Europe - June 2026](https://nbarkin.substack.com/p/watching-china-in-europe-june-2026) _2026-06-02 · Noah Barkin · Watching China in Europe_ All eyes are on Friedrich Merz as Europe debates whether to ratchet up trade measures against China. His government remains deeply divided. In other European capitals, the readiness to act is growing. ## [What Xi-Trump means for Europe](https://nbarkin.substack.com/p/what-xi-trump-means-for-europe) _2026-05-15 · Noah Barkin · Watching China in Europe_ The worst-case scenarios didn't materialize. But the shifting US-China power balance that was on stark display in Beijing confronts Europe with tough choices. ## [One Cloud, Every AI Layer (Sponsored)](https://crawlproof.com/a/lewB7XvcG9Ug) _2026-05-15 · **Sponsored**_ Run agents, inference, and infrastructure on one stack — economics improve as you scale. ## [Watching China in Europe - May 2026](https://nbarkin.substack.com/p/watching-china-in-europe-may-2026) _2026-05-04 · Noah Barkin · Watching China in Europe_ The EU plans to ask European leaders next month for a green light to pursue far-reaching trade measures against China. It will be a test of EU unity and resolve in the face of a deepening China shock. ## [China's best friend in Europe](https://nbarkin.substack.com/p/chinas-best-friend-in-europe) _2026-04-07 · Noah Barkin · Watching China in Europe_ Viktor Orbán may soon be gone. But unraveling his "all-weather" partnership with Beijing won't be easy. ## [Watching China in Europe - April 2026](https://nbarkin.substack.com/p/watching-china-in-europe-april-2026) _2026-04-01 · Noah Barkin · Watching China in Europe_ Trump's war with Iran has been a gift to China. European countries are surveying the damage - and scrambling to avoid a two-front conflict with Washington and Beijing. ## [Claude Code for Applied Economists, a Mini-Series](https://markusacademy.substack.com/p/claude-code-for-applied-economists) _2026-03-29 · Markus' Academy · Markus' Academy_ Paul Goldsmith-Pinkham is an Associate Professor of Finance at Yale. ## [Data Centers: Financing the AI Buildout](https://markusacademy.substack.com/p/data-centers-financing-the-ai-buildout) _2026-03-19 · Markus' Academy · Markus' Academy_ Stijn Van Nieuwerburgh is a Professor of Real Estate and Finance at Columbia University's Graduate School of Business. ## [250 Years of the Wealth of Nations](https://markusacademy.substack.com/p/250-years-of-the-wealth-of-nations) _2026-03-12 · Markus' Academy · Markus' Academy_ Ross Levine is a Senior Fellow at the Hoover Institution. Sandra Peart is the Dean of the Jepson School of Leadership Studies at the Univ. of Richmond. ## [Watching China in Europe – March 2026](https://nbarkin.substack.com/p/watching-china-in-europe-march-2026) _2026-03-02 · Noah Barkin · Watching China in Europe_ Deconstructing the Merz trip to China - the good, the bad and the ugly ## [China floats FTA ahead of Merz visit](https://nbarkin.substack.com/p/china-floats-fta-ahead-of-merz-visit) _2026-02-20 · Noah Barkin · Watching China in Europe_ Berlin sees ploy to keep EU market open to Chinese goods ## [The Impact of AI on US Productivity](https://markusacademy.substack.com/p/impact-of-ai-on-us-productivity) _2026-02-19 · Markus' Academy · Markus' Academy_ Nick Bloom is a Professor of Economics at Stanford. ## [Privacy-first AI-native browser (Sponsored)](https://crawlproof.com/a/hTWko3pQKfeI) _2026-02-19 · **Sponsored**_ No telemetry or ads — built on Ungoogled Chromium with a built-in AI sidebar and CLI. ## [Past Automation and Future AI](https://markusacademy.substack.com/p/past-automation-and-future-ai) _2026-02-12 · Markus' Academy · Markus' Academy_ Chad Jones and Chris Tonetti are Professors of Economics at Stanford.