Financial Economist https://sites.google.com/view/daniel-yanghttps://bsky.app/profile/danielkeyang.bsky.socialhttps://bsky.app/profile/danielkeyang.bsky.social/post/3mjkdhw7nh22uChina’s export surge is not just about volume. It is now about higher complexity manufacturing. The first China shock hit lower-cost goods. This time it is EV batteries, sensors, and wind turbines. That is why China Shock 2.0 is different. https://www.ft.com/china-shock?shareType=nongift The China shock 2.015 Apr 2026 16:39 +0000at://did:plc:r5a6fftpvuv3rllcbmfty67g/app.bsky.feed.post/3mjkdhw7nh22uhttps://bsky.app/profile/danielkeyang.bsky.social/post/3meomazyxcc2gIf we don’t want “statistical significance” to drive what gets highlighted, should publication hinge on whether the question (and design) is important—regardless of whether the estimate is precise enough to reject the null? What role should significance play?12 Feb 2026 18:21 +0000at://did:plc:r5a6fftpvuv3rllcbmfty67g/app.bsky.feed.post/3meomazyxcc2ghttps://bsky.app/profile/danielkeyang.bsky.social/post/3mcnismkr4s2iElliott Ash’s AEA 2026 talk had a nice, practical text-analysis workflow: LLM labels a subset → human validation → train a classifier (RoBERTa/etc.) → apply to the full corpus (+ iterate on edge cases). https://x.com/ellliottt/status/2009406234110382392?s=1217 Jan 2026 20:56 +0000at://did:plc:r5a6fftpvuv3rllcbmfty67g/app.bsky.feed.post/3mcnismkr4s2ihttps://bsky.app/profile/danielkeyang.bsky.social/post/3m7nmhzfsac2vInteresting FT argument on the “democratisation” of private equity: it may not only raise suitability issues for retail investors, but also increase legal risk for PE firms. https://www.ft.com/content/c460d4b2-69bb-4340-9ff3-3d708197e954?shareType=nongift10 Dec 2025 17:46 +0000at://did:plc:r5a6fftpvuv3rllcbmfty67g/app.bsky.feed.post/3m7nmhzfsac2vhttps://bsky.app/profile/danielkeyang.bsky.social/post/3lcbmzpoz2s2mCurrency depreciation ≠ automatic export boost in the age of GVCs. Foreign value-added & re-exporting mute trade elasticity, weakening the link between exchange rates and trade balances. #GlobalValueChains #FX [contains quote post or other embedded content]01 Dec 2024 22:13 +0000at://did:plc:r5a6fftpvuv3rllcbmfty67g/app.bsky.feed.post/3lcbmzpoz2s2mhttps://bsky.app/profile/danielkeyang.bsky.social/post/3lbxin4aq522pInitial DB estimates suggest tariffs would have their peak inflation impact in 2026 before fading. Will be interesting to see more research on this as it's an important question. [contains quote post or other embedded content]27 Nov 2024 21:28 +0000at://did:plc:r5a6fftpvuv3rllcbmfty67g/app.bsky.feed.post/3lbxin4aq522phttps://bsky.app/profile/danielkeyang.bsky.social/post/3lbtm5h27v22jVery relevant paper to the discussion about tariffs and prices. [contains quote post or other embedded content]26 Nov 2024 08:20 +0000at://did:plc:r5a6fftpvuv3rllcbmfty67g/app.bsky.feed.post/3lbtm5h27v22jhttps://bsky.app/profile/danielkeyang.bsky.social/post/3lbrznnbfzc2rInteresting FX policy paradox: Fiscal stimulus + tariffs could strengthen USD in the short term despite intentions to weaken it, but longer-term inflation effects might lead to the opposite effect. https://www.ft.com/content/e0e4a770-8cf8-4afa-bbac-8e237b274a34 [contains quote post or other embedded content]25 Nov 2024 17:17 +0000at://did:plc:r5a6fftpvuv3rllcbmfty67g/app.bsky.feed.post/3lbrznnbfzc2rhttps://bsky.app/profile/danielkeyang.bsky.social/post/3lbqiudacxs2iNew to Bluesky and loving these resource threads! Thanks @aaronsojourner.org - perfect timing as I explore more econ content here. [contains quote post or other embedded content]25 Nov 2024 02:44 +0000at://did:plc:r5a6fftpvuv3rllcbmfty67g/app.bsky.feed.post/3lbqiudacxs2i