Tanvi Ratna
@tanvi_ratna • 115,357 subscribers
Geoecon analyst & Engineer working on the chessboard between Emerging Tech, Economy & State Power | Founder Policy 4.0. | Capitol Hill, EY, G20| Column @FoxNews
Videos
Most read Bessent’s speech as vague. But it wasn’t what he said—it was how little he needed to say. A few lines on Europe, debt, and global imbalances quietly confirmed the blueprint behind months of trade pivots, market shocks, and tight-lipped diplomacy. Let’s trace it. 🧵
Tanvi Ratna1,593,188 Aufrufe • vor 1 Jahr
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⚠️ Warning: Disturbing video of the full Iryna incident. Sharing only my raw reaction—not politics, not debate. I am beyond scared as a woman in America to watch this. Every minute is horrifying—not the loud horror of a slasher film, but the quiet kind, where the normal suddenly breaks. The sense of normalcy before. The sudden stabbing. The silence—she didn’t even cry out. Her hand waving weakly after, perhaps asking for help, unseen. People walking past curiously, then leaving. Strangers standing casually just a foot away. The apathy cut almost as deep as the knife. Finally, someone rushes to her— was it another immigrant? Others join. But still nobody stops the train. No authorities show up. It is terrifying to think of how a metro ride could play out for so many of us women taking them every day. I’m grieving for her. What does it mean for a young refugee woman to escape war, only to be killed in a place she thought was safe? Safety feels so fragile.
Tanvi Ratna212,396 Aufrufe • vor 10 Monaten
Full-circle moment hearing Ben Shapiro quote me on tariffs! Been following him since the legendary Piers Morgan gun control debate The thesis from the thread is playing out in real time, except China's treasury sale has foiled yields The multi-lateral era is ending. More soon
Tanvi Ratna169,288 Aufrufe • vor 1 Jahr
AI dollar is here Trump’s focus on Middle East over EU proves it Saudi’s Kazna & UAE’s G42 position the region as an AI infrastructure hub This marks AI as 21st century’s core geoeconomic frontier, replacing oil as the global power lever 📺More on new pod with Jared Johnson
Tanvi Ratna57,671 Aufrufe • vor 1 Jahr
Everyone is focused on U.S.-China tariff rollbacks. But the real shift is institutional - the creation of a "formal committee" to discuss currency misalignment, non-tariff barriers & market access. This is a systemic restructuring that was already foreshadowed by Miran. As I laid out in my episode on The Bitcoin Layer, the U.S.–China economic imbalance—overconsumption vs overproduction—isn’t just a story about Americans being “addicted to debt and consumption.” Miran lays out that it is driven by the structure of the dollar system. Surplus nations like China suppress domestic consumption, overproduce, and accumulate dollar reserves—then recycle them into U.S. Treasuries. This dynamic props up the dollar, hollows out American industry, and sustains a trade imbalance that cannot self-correct. In November 2024, Stephen Miran—now Chair of the President’s Council of Economic Advisers—published a 41-page blueprint for addressing exactly this. He called it a “Triffin World”—where global reserve demand locks the U.S. into permanent deficits, and surplus economies into export dependence. The remedy, according to him? Re-anchor the trade-finance loop: → Align currency values with real economies. → Impose hard constraints on reserve accumulation. → Shift from ad hoc tariffs to systemic recalibration of flows. This new U.S.-China committee is early—but its scope tracks closely with Miran’s roadmap. It won’t make headlines. But it could be where Bretton Woods II begins to unwind—with both sides finally willing to speak in structural terms. He argued that if reserve dynamics don’t change, no amount of tariffs will rebalance global trade. Because what we’re living through isn’t merely a trade dispute. It’s a systemic misalignment—between how value is produced, stored, and consumed. These kinds of imbalances don’t stay economic. Left uncorrected, they become political. And eventually, they become war. What this new committee offers—for the first time—is a venue to rethink the system itself. Here's my clip from the podcast talking about why global imbalances start with the dollar system.
Tanvi Ratna54,091 Aufrufe • vor 1 Jahr
China’s private sector = 60% of GDP? I went to China to understand, first-hand, the structural moves shaping the tariff wars and the US–China economic rivalry. Across conversations and site visits, I encountered many challenges to common myths in U.S. debate. Here’s one clip from just one of those conversations, this one with Zichen Wang. We often hear: “Heavy state subsidies are why Chinese firms are competitive.” However, those subsidies overwhelmingly flow to state-owned enterprises. Whereas the “new-age” Chinese firms the U.S. sees as competitors are founder-led, privately owned, credit-starved, and routinely disadvantaged by SOEs in bank lending and procurement. They are not identical to American private firms — Party control and political constraints still exist — but neither are they state-pampered national champions.
Tanvi Ratna30,443 Aufrufe • vor 7 Monaten
"Rise of Geoeconomics is very real”— LSE Prof. Jin Keyu Keyu Jin While tariff tensions grab headlines, middle powers are quietly gaining leverage With WTO/IMF reforms stalled, both U.S. & China are courting regional blocs for influence across FDI, trade flows, & tech alliances
Tanvi Ratna27,354 Aufrufe • vor 1 Jahr
How is China planning to future-proof its economy from shocks? 🇨🇳Premier Li Qiang just revealed the playbook: 1) Become a mega-consumption market 2) Leverage open-source for global tech partnerships AI, EVs, Green Energy & Adv. Manufacturing will be the new pillars of growth
Tanvi Ratna11,769 Aufrufe • vor 1 Jahr
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