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# ![@ShanghaiMacro Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1516578808924569603.png) @ShanghaiMacro Shanghai Macro Strategist

Shanghai Macro Strategist posts on X about trade war, fed, fed rate, united states the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1516578808924569603/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516578808924569603/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +157%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1516578808924569603/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516578808924569603/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX +6.30%
- X Months XX +92%
- X Year XXX +13%

### Followers: XXXXXX [#](/creator/twitter::1516578808924569603/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516578808924569603/c:line/m:followers.svg)

- X Week XXXXXX +0.12%
- X Month XXXXXX +2.10%
- X Months XXXXXX +6.70%
- X Year XXXXXX +15%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1516578808924569603/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516578808924569603/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1516578808924569603/influence)
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**Social category influence**
[travel destinations](/list/travel-destinations)  [finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [technology brands](/list/technology-brands) 

**Social topic influence**
[trade war](/topic/trade-war), [fed](/topic/fed), [fed rate](/topic/fed-rate), [united states](/topic/united-states), [shanghai](/topic/shanghai) #366, [investment](/topic/investment), [gdp growth](/topic/gdp-growth), [beijing](/topic/beijing), [faster](/topic/faster)
### Top Social Posts [#](/creator/twitter::1516578808924569603/posts)
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Top posts by engagements in the last XX hours

"An interesting chart shows that unlike during the first Trump trade war Chinese exports have demonstrated remarkable resilience this timedespite a far more aggressive US tariff regime. This unusual strength in my view can be attributed to two key factors. X. A very different global macro backdrop. In 2018 the combination of aggressive Fed rate hikes and Chinas domestic deleveraging campaign wreaked havoc on global demand leading to a sharp contraction in global trade and Chinese exports. Todays environment is almost the mirror image: central banks around the world are easing simultaneously"  
[X Link](https://x.com/ShanghaiMacro/status/1977672584797008292) [@ShanghaiMacro](/creator/x/ShanghaiMacro) 2025-10-13T09:47Z 54.3K followers, 94.9K engagements


"While I acknowledge that Beijings recent export control on rare earths is an asymmetrical response to the BISs XX% ruleperhaps even a case of over-defensivenessChinas retaliatory measures against US affiliates of the Korean shipbuilder Hanwha and its imposition of port fees on US-linked vessels are in my view acts of legitimate self-defense. After all it was the United States that first launched the Section XXX investigation into Chinas maritime and shipbuilding sectors and imposed port fees on Chinese vessels. This is NOT a unilateral escalation of tensions"  
[X Link](https://x.com/ShanghaiMacro/status/1977971444111057338) [@ShanghaiMacro](/creator/x/ShanghaiMacro) 2025-10-14T05:35Z 54.3K followers, 38.8K engagements


"I sense Beijings restraint from this press conference Q&A. Spokesperson of the Ministry of Commerce Answers Questions on Chinas Recent Economic and Trade Policy Measures Question: Weve noticed that the Ministry of Commerce recently issued an announcement to strengthen export controls on rare earths and related items. How will these measures be implemented going forward Answer: Going forward the Chinese government will conduct license reviews in accordance with laws and regulations and will grant approvals for applications that meet the relevant requirements. At the same time we will actively"  
[X Link](https://x.com/ShanghaiMacro/status/1977195161974452447) [@ShanghaiMacro](/creator/x/ShanghaiMacro) 2025-10-12T02:10Z 54.4K followers, 102.9K engagements


"Ive just released a brief note explaining why investors should avoid overreacting to Beijings retaliation against Hanwha and its US subsidiaries. If youd like to receive our insights feel free to reach out at shanghaimacro@gmail.com"  
[X Link](https://x.com/ShanghaiMacro/status/1978014153970192687) [@ShanghaiMacro](/creator/x/ShanghaiMacro) 2025-10-14T08:24Z 54.4K followers, 34.8K engagements


"Chinas fixed asset investment growth has slipped into negative territory for the first time in historyexcluding the extraordinary pandemic collapse in early 2020. If theres one lesson Beijing could draw from the recent US experience its that AI is now a MACRO FORCE. AI capex has contributed more to US GDP growth than the rest of private investment combined. In other words if Beijing hopes to revive domestic investment amid the ongoing real estate and infrastructure slump the most obvious path forward is to go ALL IN on AI"  
[X Link](https://x.com/ShanghaiMacro/status/1980142984017715224) [@ShanghaiMacro](/creator/x/ShanghaiMacro) 2025-10-20T05:24Z 54.4K followers, 30.1K engagements


"Again it would be a mistake to underestimate Chinas capacity to close the AI gap with the US especially as the global AI race moves from the training phase to large-scale inference and deployment"  
[X Link](https://x.com/ShanghaiMacro/status/1981339924319379960) [@ShanghaiMacro](/creator/x/ShanghaiMacro) 2025-10-23T12:40Z 54.4K followers, 18.5K engagements