IPSE by Day - 15 April 2025 | Ipse Dixit

Alok Sharma POLITICIAN
Ursula von der Leyen POLITICIAN
Kristalina Georgieva ECONOMIST
Klaus Iohannis POLITICIAN
Joe Rogan HOST
Perparim Rama ARCHITECT, MAYOR, POLITICIAN
Wang Mei-hua POLITICIAN
Bruno Le Maire POLITICIAN

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Alok Sharma POLITICIAN
Ursula von der Leyen POLITICIAN
Kristalina Georgieva ECONOMIST
Klaus Iohannis POLITICIAN
Joe Rogan HOST
Perparim Rama ARCHITECT, MAYOR, POLITICIAN
Wang Mei-hua POLITICIAN
Bruno Le Maire POLITICIAN

Day

1

6

IPSEs IN THE LAST 24h

Nguyen Khac Giang “Hanoi is being careful not to signal a tilt too far toward Beijing, especially in areas that could displease the Trump administration. Ultimately, Hanoi is still hedging between the world's two great powers. But as the geopolitical climate hardens, the space to do so is rapidly shrinking.” 22 hours ago
Lynn Kuok “Chinese officials have quietly conveyed that the way the U.S. treats its longstanding allies and partners in Europe is a sign of what's to come for Southeast Asia. With Trump's steep, sweeping tariffs across the region, that message needs no reinforcement.” 22 hours ago
Christopher Beddor “It [tariff of 145% on all Chinese goods] makes a fairly bad situation worse. The economy has been grinding through one deflationary shock for several years now, and there is another shock that is imminent. The trade war is going to leave some sort of hole in the economy.” 22 hours ago
Jerome Powell “We may find ourselves in the challenging scenario in which our dual-mandate goals are in tension. If that were to occur, we would consider how far the economy is from each goal, and the potentially different time horizons over which those respective gaps would be anticipated to close.” 23 hours ago
Kristalina Georgieva “Our new growth projections will include notable markdowns, but not recession. We will also see markups to the inflation forecasts for some countries. Ultimately, trade is like water. When countries put up obstacles in the form of tariff and non-tariff barriers, the flow diverts. Some sectors in some countries may be flooded by cheap imports; others may see shortages. Trade goes on, but disruptions incur costs.” 23 hours ago
Oleksandr Syrskyi “The enemy has not changed its plans to drive Ukrainian Armed Forces units beyond the borders of Donetsk and Luhansk oblasts and reach the administrative borders of these regions. However, the enemy's plan remains unfulfilled. We are continuing our defensive operations while also conducting counteroffensive actions, and we have seen some success. Over the past few weeks, we have liberated around 16 square kilometres of territory near Udachne, Kotlyne and Shevchenko. I thank the Ukrainian soldiers for their courage, resilience and professionalism.” 23 hours ago

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IPSE'S AUTHORS LAST 24h

Lynn Kuok Political Scientist

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IPSEs IN THE LAST 24H

Nguyen Khac Giang “Hanoi is being careful not to signal a tilt too far toward Beijing, especially in areas that could displease the Trump administration. Ultimately, Hanoi is still hedging between the world's two great powers. But as the geopolitical climate hardens, the space to do so is rapidly shrinking.” 22 hours ago
Lynn Kuok “Chinese officials have quietly conveyed that the way the U.S. treats its longstanding allies and partners in Europe is a sign of what's to come for Southeast Asia. With Trump's steep, sweeping tariffs across the region, that message needs no reinforcement.” 22 hours ago
Christopher Beddor “It [tariff of 145% on all Chinese goods] makes a fairly bad situation worse. The economy has been grinding through one deflationary shock for several years now, and there is another shock that is imminent. The trade war is going to leave some sort of hole in the economy.” 22 hours ago
Jerome Powell “We may find ourselves in the challenging scenario in which our dual-mandate goals are in tension. If that were to occur, we would consider how far the economy is from each goal, and the potentially different time horizons over which those respective gaps would be anticipated to close.” 23 hours ago
Kristalina Georgieva “Our new growth projections will include notable markdowns, but not recession. We will also see markups to the inflation forecasts for some countries. Ultimately, trade is like water. When countries put up obstacles in the form of tariff and non-tariff barriers, the flow diverts. Some sectors in some countries may be flooded by cheap imports; others may see shortages. Trade goes on, but disruptions incur costs.” 23 hours ago
Oleksandr Syrskyi “The enemy has not changed its plans to drive Ukrainian Armed Forces units beyond the borders of Donetsk and Luhansk oblasts and reach the administrative borders of these regions. However, the enemy's plan remains unfulfilled. We are continuing our defensive operations while also conducting counteroffensive actions, and we have seen some success. Over the past few weeks, we have liberated around 16 square kilometres of territory near Udachne, Kotlyne and Shevchenko. I thank the Ukrainian soldiers for their courage, resilience and professionalism.” 23 hours ago

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NEW CONTEXTS IN THE LAST 24H

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15

Tuesday

April, 2025

Rush Doshi

Inserted 2 days ago

“What is the Trump administration's grand strategy for China? They don't have a grand strategy yet. They have a range of disconnected tactics. I remain hopeful that Mr. Trump could reach deals with Japan, South Korea, India, Taiwan and the European Union that would allow them to confront Chinese trade practices together, attract allied investment in U.S. industry and increase security ties. If you are up against someone big, you need to get bigger scale - and that's why we need our allies to be with us.”

One of America's leading China strategists, now at the Council of Foreign Relations and Georgetown University

15 Apr 2025 8 2

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Mark Rutte

Inserted 2 days ago

“Ukraine's people have endured so much - not least Russia's Palm Sunday attack on Sumy. NATO support is unwavering. We will continue to help Ukraine so it can defend today and deter future aggression, ensuring a just and lasting peace.”

Secretary General of NATO

15 Apr 2025 6 2

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Anastassia Fedyk

Anastassia Fedyk

Inserted 2 days ago

“I think it's [rising Treasury yields] a pretty serious indicator of concern. It's not necessarily the case that investors expect the US government to be unable to repay its debts in the near term, but investors are facing a lot of uncertainty with regards to the direction of the US economy. There is still a lot of uncertainty, and the market situation is quite fragile. What will happen at the end of the 90-day pause? How will the trade war with China evolve? For bonds specifically, China is the second-largest foreign holder of US government debt, so one potential escalation could see China strategically unloading some of those positions.”

Assistant professor of finance at the Haas School of Business of University of California Berkeley

15 Apr 2025 9 3

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April 2025