Richard Baldwin Substack
Richard BaldwinGlobalisation, Trade, Future of World Economy
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 68 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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China’s Phantom Deindustrialisation
By Richard Baldwin, Professor of International Economics, IMD Business School, Lausanne. 3 July 2026. Factful Friday.
China’s industries are the talk of the town in capitals around the world. China’s manufacturing-led growth, it is said, i...
Did the Rest of the G7 Deindustrialise the American Way?
By Richard Baldwin, Professor of International Economics, IMD Business School, Lausanne. 26 June 2026. Factful Friday.
Introduction.
Last week’s Factful Friday put American deindustrialisation on the proverbial workbench to find what a...
What Actually Shrank American Manufacturing?
By Richard Baldwin, Professor of International Economics, IMD Business School, Lausanne. 19 June 2026. Factful Friday.
Introduction.
Ask why American manufacturing shrank and you will get a confident answer. Ask three people and you wi...
Did US Underproduction Cause China’s Overproduction?
Richard Baldwin, Professor of International Economics, IMD Business School, Lausanne. 12 June 2026. Factful Friday.
Introduction.
Note to self: you cannot establish causality with an identity.
Everyone knows it now. Absolutely everyone...
2025 Trade: Geopolitical Realignment or Rerouting?
By Richard Baldwin, Professor of International Economics, IMD Business School, Lausanne. 5 June 2026. Factful Friday.
Introduction.
2025 was the year geopolitical shocks should have fragmented world trade.
Washington started by weaponi...
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Authors
The writers behind this newsletter.
Prof of International Economics @IMD; Founder & Editor-in-Chief @VoxEU; Books: The Globotics Upheaval (2019), The Great Convergence (2016); MIT Econ PhD
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