HeyJaredWeaponized Economy
This newsletter tracks how governments are reshaping markets and economic flows, by using sovereign balance sheets to develop new markets and choke off others. We study all the economic statecraft tools and shifting trade, investment, finance and politics
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 27, 2026
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- Earliest in this view
- Aug 23, 2026
Latest issues
Lingering questions from the Trump-Xi Meeting (opens the original)
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Xi Jinping and his entourage have returned to China after their very ceremonial visit to Washington. Expectations were low for real deliverables, and that doesn’t seem to have disappointed. Perhaps the biggest impact was setting up these new institutions, which the Chinese will see as a success. The meeting and level of friendliness does seem to have been the message. Most of the deliverables are institutions to manage the bilateral relationship economically including in terms of AI SI. Managing
Some quick takes from UNGA/Climate Week (opens the original)
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I spent much of the last few days dashing around NYC, being glad that the world comes to NY for these weeks - and also glad that I did not have to pay a hotel bill! I appreciated catching up with many friends, contacts and clients and the opportunity to touch base on the state of energy, economic and national security., and wondering how much climate investment is still happening. And of course today’s Trump-Xi meeting and other diplomacy in the region hung over proceedings. Side events related
Venezuela: What’s Going on with all the Deals (opens the original)
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If you or those you know happen to be in Madison Wisconsin on Thursday next week, do join us for a public event. Details here. Any recommendations welcome. I’ll also be dashing about UNGA/Climate week events in NYC earlier next week. please say hi if you’re in town. A few weeks ago I wrote a post with many questions about Venezuela-US relations and the new USG-NABEP arrangement. Since then a lot has happened
BRICS: Bilateral Meetings In Focus (opens the original)
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The BRICS leaders summit wrapped up at the end of the weekend. It seems to have navigated some difficulties and divides. There was a leaders declaration and key leaders showed up. The BRICS meeting continue to be a useful platform for all/most members as they continue to hedge and balance their relations with each other, with the US and other key trading partners. They also provide an opportunity for key bilateral meetings (hmm, the latter also seems increasingly true for G20 ones). The divides
Canada’s Big Investment Push (opens the original)
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Greetings from New York, where the city is marking the 25th anniversary of 9/11. This anniversary seems to be prompting more reflection than many of the recent past, perhaps given the weight of 25 years. I wasn’t a New Yorker on 9/11 (tho at the time we all felt we were). I first moved here almost five years after, and to Fidi blocks away from ground zero 5 years after that. Still. but the shocking events came just as I was heading to IR grad school and thus form a particular mark on my career a
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