Richard Baldwin Substack
Richard BaldwinGlobalisation, Trade, Future of World Economy
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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rbaldwin.substack.comLatest Issues
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...
Is Trump Obsessed with the Wrong Exports?
By Richard Baldwin, Professor at IMD Business School, 29 May 2026. Factful Friday.
Introduction.
In 2022, US service exports supported 8.9 million American jobs.
US manufacturing exports supported 2.2 million.
That’s four-to-one in fa...
The WTO Is Not in Crisis. It Has Arthritis.
By Richard Baldwin, Professor of International Economics, IMD Business School, Lausanne. 22 May 2026. Factful Friday.
Introduction.
It’s not crisis; it’s arthritis. The WTO is doing just fine for an octogenarian.
More than that. It is...
Did Trumpian Tariffs Fragment America or the World Trade System?
By Richard Baldwin, Professor at IMD Business School, 15 May 2026. Factful Friday.
Introduction.
Trumpian tariffs were designed as political theatre. The goal was simple: show the forgotten men and women of America that the President wa...
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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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