Shawn Donnan

Senior writer, Bloomberg @economics. Ex @FT. Aussie. Red Sox nation. Opinions mine alone. RTs not endorsements. [email protected]

[Shawn Donnan @sdonnan]

I’m here increasingly rarely. Find my more active social self over at
@sdonnan.bsky.social

[Bloomberg @business]

Can the world weather a new economic crisis? Bloomberg Economics’ @mystephanomics and @sdonnan tell @davidgura about the IMF-World Bank meeting’s dour mood, on the Big Take podcast.

📷: https://t.co/CDKZEjxWqv

[Bloomberg @business]

Can the world weather a new economic crisis? Bloomberg Economics’ @mystephanomics and @sdonnan tell @davidgura about the IMF-World Bank meeting’s dour mood, on the Big Take podcast. https://t.co/P3ZLTyqGZ9

[Zoe Schneeweiss @ZSchneeweiss]

Markets are too blasé on the Iran war’s economic toll, policymakers warn at IMF https://t.co/UrMvBW5akU via @sdonnan @jdorosario

[Atlantic Council @AtlanticCouncil]

Does the Iran war signal the end of economic statecraft?

In this episode of the Guide to the Global Economy podcast, @ACGeoEcon’s @joshualipsky and Jessie Yin debate this question with @sdonnan.

Watch the full conversation now: ➡️ https://t.co/qU5D1bS3ZK

[Gita Gopinath @GitaGopinath]

If we are now looking at an average of $85 a barrel for oil for 2026 then that could shave off around 0.3-0.4pp from global growth. Headline inflation could rise by 60 bps. Before the Iran conflict global growth was projected at 3.3% for 2026 on the assumption oil would average $65 a barrel.

[Shawn Donnan @sdonnan]

Tariffs and elections are historically a toxic mix for US presidents. Are we about to see history repeat itself in this year's midterms?

My latest for @BW & @business:

https://t.co/46jYYRwocA

[Shawn Donnan @sdonnan]

@Brad_Setser I suspect over the years I may have pointed to what many economists say: You can’t look at the trade deficit in isolation. Over past few days I’ve simply reported what many are saying now: The US isn’t facing a balance of payments crisis. As have WaPo & NYT.

[Shawn Donnan @sdonnan]

@Brad_Setser Thanks for the shoutout. But don’t think I said what you’re attributing to me. I simply quoted experts saying US doesn’t face a balance of payments crisis. And, as you pointed out Sunday, there are questions over whether US has a “fundamental” payments problem.

[Josh Lipsky @joshualipsky]

Excellent piece from ⁦@sdonnan⁩ on the question that has been flying around Econ text chains this weekend. https://t.co/tqFQO5yBOc

[Businessweek @BW]

As Trump cracks down on immigration and the nation ponders its appetite for his methods, America’s population is starting to show the effects. https://t.co/aifHdG96Nl

[Bloomberg @business]

As Trump cracks down on immigration and the nation ponders its appetite for his methods, America’s population is starting to show the effects. https://t.co/Ah4JQ5Ar3J

[Bloomberg @business]

America’s population wasn’t expected to start falling until 2081.

Trump’s immigration crackdown means it could happen as soon as this year.

Shawn Donnan explains https://t.co/WlzQ0Ju8jx

[Shawn Donnan @sdonnan]

Trump’s immigration policies mean the US is flirting with a historic milestone: The first population decline in its history.

My latest Weekend Essay for @business & @economics:

https://t.co/UZkhOQ3y5E

[Javier Blas @JavierBlas]

CHART OF THE DAY: Due to the impact of Trump's tariffs, the all-in cost of aluminum in America has surged to a record high well above $5,000 per metric ton (LME price + US Midwest premium).

The impact would be soon felt on anything made with aluminum -- including beer cans.

[Shawn Donnan @sdonnan]

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 @business @economics Big Take with help from colleagues around the world .

https://t.co/8w9TRrixZX

[Shawn Donnan @sdonnan]

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 @business @economics Big Take with help from colleagues around the world .

https://t.co/8w9TRrixZX

[Money Power Politics with Stephanie Ruhle @mppmsnow]

TONIGHT: @MSNOWNews reports Trump is weighing removal of Kash Patel as FBI Director – DOJ targets six Democratic lawmakers for urging troops to defy illegal orders & The reality of Trump’s claims of an investment boom to the U.S.

@SRuhle
@lbarronlopez
@DaniellaMicaela
@DavidMDrucker
@chowardchoward
@bhgreeley
@sdonnan
@kellymakena

[Shawn Donnan @sdonnan]

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 @business & @economics Big Take the reality is a third of that. And even that $7 trillion faces questions.

https://t.co/BsHacWfogI

[Shawn Donnan @sdonnan]

Latest…

[Bloomberg @business]

Bloomberg Economics analysis shows real investment commitments closer to $7 trillion and many of those are in question. https://t.co/LQqEtPX4h0

[Bloomberg @business]

Last year, the owner of a sawmill in North Carolina voted for Trump. This year, he’s closed down his mill and blames the squeeze from Trump’s tariffs.

On this episode of the Big Take podcast, @sdonnan visits the Old North State to understand the ripple effect of tariffs on one of the oldest industries in America https://t.co/vVriPOzkno