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MacroPolo Econ

MacroPolo Econ, Amy Ouyang, AJ Cortese, Damien Ma

Original insights and ideas on the key trends and challenges shaping our world: deglobalization, decarbonization, debt, and demographics.

Platform
Substack
PricingOnly free issuesPublishesInfrequently
Issues23SubscribersRead macropolo.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

MP Econ Issue 23: Confronting the “Energy Transition Trilemma”

The US presidential election may be occupying your mind right now, but perhaps a little room can be spared for something even more important. Whichever administration enters office, it will have to grapple with one of this generation’s most...

2 months ago
0
1

MP Econ Issue 22: Hefei: A 21st Century Detroit You’ve Never Heard Of

In the 2010 remake of The Karate Kid, Sherry Parker (Taraj P. Henson) moves with her son Dre (Jaden Smith) from Detroit to Beijing for a new career and a new life. While the exact job was never spelled out, the subtext was that it may have ...

3 months ago
5
2

MP Econ Issue 21: China Needs More Inflation To Steady a Wobbly Property Sector

In our 1H Macro Outlook, we highlighted property as a key downside risk for growth in 2024. While property sales were already slowing down at the end of 2023, the decline has been more significant than what we anticipated. Through the first...

8 months ago
1
0

MP Econ Issue 20: China’s First Half Economic Outlook

In this special feature, we are including our 1H2024 Outlook. The PDF report can be downloaded here and will also go live on our website tomorrow.

10 months ago
3
0

Authors

The writers behind this newsletter.

  • MacroPolo Econ

    Welcome to “MacroPolo Econ,” where you come for smart, but not exhausting analysis on econ, tech, politics, and energy trends in China and beyond.

  • Amy Ouyang

    Research Associate at MacroPolo, the in-house think tank of the Paulson Institute. Writing about anything from global energy transition to energy policy, primarily in the hydrogen and nuclear energy sectors.

  • AJ Cortese

    Senior Research Associate at MacroPolo focused on US-China technology competition.

  • Damien Ma

    Founder & Managing Director of MacroPolo; adjunct faculty at NU Kellogg. https://macropolo.org

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