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# ![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::888118103095115780.png) @robin_j_brooks Robin Brooks

Robin Brooks posts on X about tariffs, china, debt, euro the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

### Engagements: XXXXXXX [#](/creator/twitter::888118103095115780/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::888118103095115780/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XXXX%
- X Month XXXXXXXXX +45%
- X Months XXXXXXXXXX +43%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::888118103095115780/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::888118103095115780/c:line/m:posts_active.svg)

- X Week XXX +16%
- X Month XXX +93%
- X Months XXXXX +17%
- X Year XXXXX +15%

### Followers: XXXXXXX [#](/creator/twitter::888118103095115780/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::888118103095115780/c:line/m:followers.svg)

- X Week XXXXXXX +0.11%
- X Month XXXXXXX +0.40%
- X Months XXXXXXX +4.90%
- X Year XXXXXXX +8.80%

### CreatorRank: XXXXXX [#](/creator/twitter::888118103095115780/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::888118103095115780/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::888118103095115780/influence)
---

**Social category influence**
[countries](/list/countries)  #1632 [finance](/list/finance)  #314 [currencies](/list/currencies)  #658 [travel destinations](/list/travel-destinations)  X% [cryptocurrencies](/list/cryptocurrencies)  XXX% [stocks](/list/stocks)  XXX% [technology brands](/list/technology-brands)  XXX%

**Social topic influence**
[tariffs](/topic/tariffs) #6, [china](/topic/china) #88, [debt](/topic/debt) #136, [euro](/topic/euro) #78, [russia](/topic/russia) #397, [italy](/topic/italy) 5%, [countries](/topic/countries) #1484, [ukraine](/topic/ukraine) 4%, [germany](/topic/germany) 3%, [currency](/topic/currency) X%

**Top accounts mentioned or mentioned by**
[@joequant](/creator/undefined) [@sanctionsaml](/creator/undefined) [@brookingsinst](/creator/undefined) [@econharris](/creator/undefined) [@letsarmukr](/creator/undefined) [@startedbetter](/creator/undefined) [@brad_setser](/creator/undefined) [@gl874407](/creator/undefined) [@ernietedeschi](/creator/undefined) [@kotterion](/creator/undefined) [@charlieconors](/creator/undefined) [@drugodrugo1](/creator/undefined) [@bradsetser](/creator/undefined) [@ditralle](/creator/undefined) [@arrow_michelle](/creator/undefined) [@bezthesubverter](/creator/undefined) [@deancollins](/creator/undefined) [@manuelsamuel](/creator/undefined) [@qfmaxcunctator](/creator/undefined) [@syrian231](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts [#](/creator/twitter::888118103095115780/posts)
---
Top posts by engagements in the last XX hours

"@Bullbull1231 Everyone knows this. Especially the folks at UniCredit which is why theyre trying to get their hands on Commerzbank"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945895906131296642) 2025-07-17 17:18:31 UTC 344K followers, XXX engagements


"For X years there's a relentless campaign to discredit sanctions. Here are the facts: (i) this year's wave of US UK & EU sanctions hit Russian oil exports hard (lhs); (ii) recent EU & UK sanctions are forcing Russia back onto Western tankers (rhs). @econ_harris @BrookingsInst"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945844168397406341) 2025-07-17 13:52:56 UTC 344K followers, 21K engagements


"@calxandr @G7 Exactly right. Very well put Chris"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945111154444906677) 2025-07-15 13:20:12 UTC 343.9K followers, XXX engagements


"@M_C_Klein Similar except that Russia is a tiny export market for Germany while the US is the single biggest consumer of all the stuff made in China. Then theres the fact that Vietnam-style trade agreements will shut down these transshipments while theres no such pressure in the EU"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945897161322881052) 2025-07-17 17:23:30 UTC 344K followers, XXX engagements


"The Dollar is up almost X% so far this month something that's totally wrong-footed all the Dollar bears. None of this should be a surprise. Markets really just care about the US - China tariff war. Everything else is a sideshow as I wrote this weekend"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945193507091546499) 2025-07-15 18:47:26 UTC 343.9K followers, 10.1K engagements


"@bezthesubverter That's exactly the kind of pro-Kremlin narrative that I'm proud to push back against. Question that matters is why it didn't work. Reason is because it was undercut by Greek shipping oligarchs in the EU which is fixable. Today's 18th sanctions package is part of that fixing"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946224771265429685) 2025-07-18 15:05:19 UTC 344K followers, XXX engagements


"The IMF published its latest COFER data yesterday which tell us how official FX reserves are allocated across major currencies. Q1 2025 saw a big jump in Swiss Franc allocation which did NOT come at the expense of the US Dollar however. @patrick_saner"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1943209047135580314) 2025-07-10 07:21:54 UTC 343.9K followers, 66.8K engagements


"@GL874407 It's amazing that there's Italians who want Euro break up instead of reforms to make the Euro sustainable. Euro exit for Italy means a massive devaluation and a substantial write-down of Italian sovereign debt. You want that instead of a modest tax on abundant private wealth"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944337865371983900) 2025-07-13 10:07:25 UTC 344K followers, 27.3K engagements


"This is the real 30-year Treasury yield. Two things stand out: (i) there is NO risk premium despite all the policy volatility since January and despite a continuation of very expansionary fiscal policy; (ii) real long-term yields aren't even very high currently versus history"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1943283900748566859) 2025-07-10 12:19:21 UTC 344K followers, 21.3K engagements


"@joequant It's so nice of China the way it's giving a "gift" to so many countries around the world at exactly the same moment (in May 2025) right after US tariffs went up to XX% from XX% previously"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946011680770568366) 2025-07-18 00:58:34 UTC 344K followers, XXX engagements


"Tariffs are a deflationary shock for a net exporter like the Euro zone. Not much Europe can do about that. But the massive rise in the Euro which is at an all-time high in trade-weighted terms is a self-inflicted deflationary shock that's unnecessary"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1942864350295077101) 2025-07-09 08:32:12 UTC 344K followers, 44.6K engagements


"China today released June trade data. Its exports to Nauru - the third smallest country in the world after the Vatican and Monaco - are up 6000% from a year ago. A symptom of how powerfully US tariffs are hitting China pushing a flood of Chinese exports to everywhere else"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946304380384235683) 2025-07-18 20:21:39 UTC 344K followers, 435.1K engagements


"@deancollins @MaGu_daheim yes this definitely isn't transshipment. It's probably a gift now that there's warehouses full of stuff due to US tariffs"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946310198777221562) 2025-07-18 20:44:46 UTC 344K followers, XX engagements


"The Dollar should have risen when tariffs were first imposed but - counter to all economic models - it fell. Now all kinds of tariffs are coming and there's an army of economist that's saying: "Hey why isn't the Dollar falling So weird" Economists are a rudderless bunch"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945477093648691248) 2025-07-16 13:34:18 UTC 344K followers, 37.8K engagements


"@332118HM @CSIS Thanks for sending. This confuses enforcement with whether or not the G7 cap works or not. Of course it works but it was undermined by Greek shipping oligarchs who sold oil tankers to Putin and used the EU to set the cap much too high. Thats all fixable"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945899001150136610) 2025-07-17 17:30:49 UTC 344K followers, XXX engagements


"@ernietedeschi Someone had to check to US side of things and I'm so glad it was you Enjoy your weekend"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946384133673885913) 2025-07-19 01:38:34 UTC 344K followers, 11.3K engagements


"@DiTralle Why so angry House prices went up because imported low German interest rates when it joined the Euro. That was a big windfall that benefitted all home owners in Italy. You don't want to pay some tax on that big capital gain That's called having your cake and eating it too"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944834067809083614) 2025-07-14 18:59:09 UTC 343.9K followers, XXX engagements


"@Danjsalt At this point uncontrolled migration is a European problem as Trump shut it down. That's also a comment on US vs European democracy. The Biden administration did something unpopular and lost. In contast the EU establishment hides behind a "Brandmauer" instead of fixing this"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946598918734712904) 2025-07-19 15:52:02 UTC 344K followers, XXX engagements


"Brazil is on track to become the Switzerland of Latin America. A huge trade surplus is emerging unlike any other country in the region. This is going to give Brazil external stability and a strong currency unlike the rest of Latin America. Brazil will be the region's anchor"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1661793738715176960) 2023-05-25 17:57:56 UTC 344K followers, 3.2M engagements


"There's an absurd amount of optimism on the Euro zone currently. Let me put Euro zone growth - or lack thereof - into perspective. Since 2007 the US state of Alabama (AL) has outgrown Germany (GE) in real per capita terms. Italy (IT) is worse than Louisiana (LA). Come on"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1942678588073075050) 2025-07-08 20:14:03 UTC 343.9K followers, 29.3K engagements


"@ernietedeschi Great job on NPR this morning. Super clear on inflation and tariff passthrough"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945110350182936819) 2025-07-15 13:17:00 UTC 343.9K followers, 1003 engagements


"@bezthesubverter Actually the EU has recently sanctioned a huge number of shadow fleet ships. Those sanctions are effective as they're forcing Russia to shift back to using Western oil tankers most of which are Greek-owned. That improves enforcement of the G7 cap. This is all very positive"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946215832855449844) 2025-07-18 14:29:48 UTC 344K followers, XXX engagements


"German manufacturing had been in crisis well before Russia invaded Ukraine. Putin's invasion only made this structural decline worse. Europe has an easy offset to this: a weaker currency. Euro needs to fall well below parity to offset the crisis in European manufacturing"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1746496290542805124) 2024-01-14 11:35:38 UTC 344K followers, 118.8K engagements


"Encounters on the Southwest US border fell to their lowest level EVER in Jun. '25. No matter how you feel about immigration this shows that border enforcement is totally possible. A big part of that is using the threat of tariffs with Mexico so that it polices its own borders"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945460421109891229) 2025-07-16 12:28:03 UTC 344K followers, 7793 engagements


"@bartmeier23 @RonGepa When trade numbers spike as rapidly as this it's just stuff made in China that's showing up now because of US tariffs. There isn't time to build a factory in Hungary or Bulgaria and produce or assemble locally. This is either transshipments or an attempt to sell elsewhere"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945945188460867884) 2025-07-17 20:34:21 UTC 344K followers, XX engagements


"We've massively expanded our tracking of Russia's shadow fleet. Since Dec. 2021 Greek shipping oligarchs sold Putin XX% of his shadow fleet with other European owners another 14%. EU leaders looked the other way. How was this allowed to happen With @econ_harris @BrookingsInst"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944837040392061176) 2025-07-14 19:10:58 UTC 344K followers, 90.3K engagements


"@CarlosRamirezF What's happening with Mexican Peso is scary. The Peso has risen so much in real effective terms that it's causing a big deterioration in Mexico's underlying current account balance. Add to that what might happen if Trump wins in November and I think the Peso is very vulnerable"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1769429457578635550) 2024-03-17 18:23:51 UTC 343.9K followers, 1.5M engagements


"So it turns out that Bitcoin is just another bubble asset that blows up when the Fed gets serious about hiking interest rates. Zero store of value function. Zero diversification benefit. Zero yield. Sayonara Bitcoin"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1635737026820538374) 2023-03-14 20:17:52 UTC 344K followers, 3.1M engagements


"The Colombian Peso is up XX% against the Dollar this year making it the strongest performer across EM. Much of Latin America - de facto - attained G10 status during COVID thanks to its central banks. Colombia's central bank is an absolute leader in this regard. @PaolaGuscoffIIF"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1726261708170379332) 2023-11-19 15:30:38 UTC 343.9K followers, 60.9K engagements


"The Dollar is having a moment. It's up almost X% so far this month and there's an important lesson in that. Markets don't care about tariff headlines unless they're about China. Everyone else is just along for the ride. I wrote about this over the weekend"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945454309849669978) 2025-07-16 12:03:46 UTC 344K followers, 27.5K engagements


"Mexico should not waste time on counterproductive retaliation to US tariffs. Mexico is much smaller than the US so retaliation: (a) isn't credible; and (b) risks making a bad situation worse. Better to let the Mexican Peso fall. It is still substantially overvalued after all"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1886059098250133856) 2025-02-02 14:28:24 UTC 343.9K followers, 371.9K engagements


"The push for joint EU debt issuance by Spain and Italy validates that both countries are out of fiscal space. The way forward isn't for them to call for joint EU debt issuance. It's to tax abundant private wealth which lies significantly above Germany"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944711112047444436) 2025-07-14 10:50:34 UTC 344K followers, 100.5K engagements


"The yield on Japanese 30-year gov't bonds is back to the highs it reached in May. Japan was always held up by the #MMT crowd as an example for how debt doesn't matter because governments can always cap yields. That view needs to be retired along with #MMT. Fiscal space is finite"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944740752816271524) 2025-07-14 12:48:21 UTC 344K followers, 54.6K engagements


"What a time to be alive. Germany's 30-year yield at XXX% is now above Japan's at XXX% even though German gov't debt is XX% of GDP vs Japan's 240%. Underlying culprit is the ECB which - via past interventions - pushes down Italian and Spanish yields and pushes up German ones"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944013496745648259) 2025-07-12 12:38:30 UTC 344K followers, 26.3K engagements


"@joequant Here's what Google AI says about your claim. It does not back up what you are saying. Further yesterday you claimed the spike in Nauru's imports from China was due to diplomatic relations. Your story changes every day. It sounds to me like you're just spreading misinformation"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946595423956672901) 2025-07-19 15:38:09 UTC 344K followers, 12K engagements


"Lots of questions following the Vietnam trade deal - which penalizes China transshipments - how the US can identify such exports. Not hard in practice. You just have to look at recent data to see China's exports to Vietnam and Thailand are anomalous. The US can simply flag that"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944714450281300243) 2025-07-14 11:03:50 UTC 344K followers, 29.3K engagements


"For Europe to defend itself properly it doesn't need joint EU debt issuance. Better alternative is to drop the Euro and revert to national currencies. Ensuing devaluations and debt write-downs will free up fiscal space allowing each country to boost defense spending as needed"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944008899771727902) 2025-07-12 12:20:14 UTC 343.9K followers, 48.1K engagements


"@emPatheticTurtl A united Europe is a far bigger idea than just currencies. When the Euro was founded the idea was that good habits on fiscal policy would migrate from North to South. That hasn't happened in X decades so it's time to go back to national currencies. That's not so bad"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944274092468654563) 2025-07-13 05:54:01 UTC 344K followers, XXX engagements


"@GOLDMEMBER76501 There is no other way. There was an opportunity to exit Greece a decade ago which would have ended profligate fiscal policy in the periphery in one move. That kind of exit has to happen if rules are meant to mean something. Same at the EU level. There is no other way sadly"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945898085923614786) 2025-07-17 17:27:11 UTC 344K followers, XXX engagements


"Mexico's Peso has fallen after this weekend's elections but the sell-off is small versus how much the Peso has risen since COVID. Peso strength is a bubble fed by a narrative of friend-shoring and high interest rates. It's in Mexico's best interest for that bubble to unwind"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1797985377866903788) 2024-06-04 13:34:53 UTC 343.9K followers, 145.3K engagements


"Italy has debt to GDP of 140%. The UK is at 105%. Yet Italy's 30-year yield is XXX% vs the UK's 5.4%. Italy's yield is completely decoupled from fundamentals. Past ECB interventions to cap its yield are to blame. The ECB distorts markets and supports countries with bad policy"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1940410616256327871) 2025-07-02 14:01:56 UTC 343.9K followers, 108.9K engagements


"Oil tankers are Putin's Achilles heel. This year's wave of US EU and UK sanctions on shadow fleet oil tankers hit Russia where it hurts. I'm endlessly proud of the work @econ_harris @LiamEcon and I do at @BrookingsInst to reverse the negative perception of sanctions. They work"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946220954796921343) 2025-07-18 14:50:09 UTC 344K followers, 48.3K engagements


"Trump is leaning on the Fed to cut rates. Turkey's Erdogan did that in 2021 firing the hawkish CBRT Governor. What followed were rate cuts that sent Lira going into a devaluation spiral from which it has yet to recover. The Fed's independent for a reason"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1940367213393064415) 2025-07-02 11:09:28 UTC 344K followers, 157.6K engagements


"Just in case you think Japanese long-term yields can't possibly go any higher: Japan's 30-year yield (white) - even with the recent rise - is below Germany's (orange). German debt is XX% of GDP. Japan's is 240%. Japan's yields are still crazy low and nowhere near a market price"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944929254740803723) 2025-07-15 01:17:24 UTC 344K followers, 123.9K engagements


"Fiscal policy is on an unsustainable path in the US. That'll only change when the Fed stops capping yields in bad shocks. It did that with huge emergency QE during COVID (blue) which prevented a debt crisis. We can cap yields in bad shocks but the result is bad fiscal policy"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946552328296759710) 2025-07-19 12:46:54 UTC 344K followers, 9695 engagements


"In a recent @BrookingsInst essay @econ_harris @LiamEcon and I argued that the EU has the power to go it alone on sanctions. That's exactly what today's 18th sanctions package does. Our analysis shows shadow fleet sanctions to be highly effective. Kudos"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946217142602408280) 2025-07-18 14:35:00 UTC 344K followers, 10.2K engagements


"While Kyiv and the rest of Ukraine burn this is the EU. As if it's not bad enough that EU leaders lack the courage to shut down Putin's shadow fleet in the Baltic. On top of that they continue to export like crazy to Russia via all kinds of places. Shame. Just endless shame"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1941206731847237722) 2025-07-04 18:45:25 UTC 343.9K followers, 301.5K engagements


"LatAm FX is a bloodbath since Mexico's election. It makes sense for Mexican Peso to weaken since it was substantially overvalued in the run-up to the election. But it makes no sense to me why there is contagion to the Colombian Peso or Brazilian Real. No overvaluation there"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1800897984508682347) 2024-06-12 14:28:33 UTC 343.9K followers, 177.6K engagements


"Turkey has grown far above its potential for over a decade. It's used a series of huge credit booms to do that and we're in another one now. Inevitable side effect of this policy is a huge current account deficit and periodic currency crises. This won't end until Erdogan goes"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1943316661169262602) 2025-07-10 14:29:31 UTC 343.9K followers, 61.4K engagements


"@NGurushina Stronger Brazilian Real amid Dollar weakness"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1940886386330284474) 2025-07-03 21:32:29 UTC 343.9K followers, XXX engagements


"@NBKIII Sure. They can be sovereign outside the EU. If they want to be in the EU there should be a minimum code of conduct"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945898310931259881) 2025-07-17 17:28:05 UTC 344K followers, XXX engagements


"As a side note Switzerland's national soccer team is largely Albanian but that's probably unrelated"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946557370131222555) 2025-07-19 13:06:56 UTC 344K followers, 7996 engagements


"The EU unilaterally lowers the price cap on Russian oil and sanctions XXX more ships. After such a long time of dithering this is positive. Lots of questions about enforcement and what was given to holdouts like Slovakia and Greece. But this is good"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946179812797673609) 2025-07-18 12:06:40 UTC 344K followers, 12.2K engagements


"China's monthly exports to Qatar just doubled. Ever since the US raised tariffs on China to XX% there's an explosion of transshipments to the US via all kinds of places. This is a sign how badly US tariffs are hurting China's export machine. China's exporters are desperate"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945885516492107914) 2025-07-17 16:37:14 UTC 344K followers, 41.2K engagements


"China's direct exports to the US (red) are down -XX% y/y in June 2025 but overall exports (black) are up 6%. How can that be China's exporters don't have the capacity to warehouse all the goods they produce. So exports have to leave for new markets or - indirectly - for the US"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946604615077712041) 2025-07-19 16:14:41 UTC 344K followers, 15.6K engagements


"Only time Brazil's Real has gotten close to my $/BRL XXXX fair value is in Apr. '22 after Russia's invasion of Ukraine which spiked commodity prices lifting Brazil's terms of trade lots. The Real is again strengthening now but due to Dollar weakness. Much less powerful"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1941871617979625546) 2025-07-06 14:47:26 UTC 343.9K followers, 67.8K engagements


"Trump's secondary tariffs vs shadow fleet sanctions: (i) sanctions shut down shadow fleet ships tariffs do not; (ii) easy to scale up sanctions tariffs are much blunter; (iii) a lower G7 cap complements sanctions no such complementarity for tariffs. @econ_harris @BrookingsInst"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945106483030471134) 2025-07-15 13:01:38 UTC 344K followers, 51.8K engagements


"@DiTralle @GL874407 Italian household wealth exceeds German household wealth. Most of that wealth is in housing and therefore has zero flight risk. Italy should finally tax its very valuable housing stock. Lots of ways to make that progressive and not regressive"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944359616030150913) 2025-07-13 11:33:51 UTC 344K followers, 74.6K engagements


"The Dollar has been rising continuously in July. That doesn't get talked about much because at this point there's basically only Dollar bears out there. It's also notable that the Dollar is up slightly today even with all the tariff headlines. Should give Dollar bears pause"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944757349920432468) 2025-07-14 13:54:18 UTC 343.9K followers, 35.9K engagements


"Tariffs in 2018 didn't cause inflation as they were: (i) only on China; (ii) far smaller; (iii) Dollar rose to offset higher import prices. All that's totally different in 2025 and there's now signs that a major inflation shock is building in core goods"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945436069232570808) 2025-07-16 10:51:18 UTC 344K followers, 18.2K engagements


"Draghi's "whatever it takes" mangled X distinct things: (i) whether the Euro is irreversible; (ii) whether sovereign debt defaults should and need to happen in the Euro. By ruling out the latter he has endangered the former. Total lack of fiscal discipline will explode the Euro"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944334034034700617) 2025-07-13 09:52:12 UTC 344K followers, 95.9K engagements


"@FerdndVII No. This housing wealth is the direct result of artificially low interest rates in Italy which in part reflect periodic ECB interventions to cap Italian government bond yields. To ask Italian households - the direct beneficiary of all this - to pay a bit is fair and appropriate"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944928008995004478) 2025-07-15 01:12:27 UTC 343.9K followers, XXX engagements


"Germany has played the role of weak hegemon for far too long in the Euro zone allowing high-debt countries to push the ECB into a quasi-fiscal role and playing defense on joint EU debt issuance. Its high time this changes. Great piece in @welt"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945457229798207944) 2025-07-16 12:15:23 UTC 344K followers, 20.7K engagements


"Russias demand that the West ease sanctions on its agricultural bank is a test. Any of Putins banks can route any payment so theres nothing special about this one bank. Putin is testing the West with this demand to see how much he can get away with"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1905270147616497814) 2025-03-27 14:46:16 UTC 344K followers, 28.4K engagements


"@Syrian231 Not ineffective at all. We can clearly see the impact of recent EU sanctions on the shadow fleet which is increasingly shut down causing Russia to have to shift back to using Western-owned oil tankers. That's good because it puts Russia back under the G7 cap"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946216107330683148) 2025-07-18 14:30:53 UTC 344K followers, XXX engagements


"If the ECB were prohibited from buying sovereign debt Italian and Spanish yields would soar and German yields would go negative. We know this from Lagarde's faux pas in Mar. 2020. ECB activity in bond markets redistributes wealth from fiscally sound sovereigns to unsound ones"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944342964534186378) 2025-07-13 10:27:41 UTC 344K followers, 51.2K engagements


"@TIMGOLDFINCH Youre right that tariffs are a one time jump in the price level. The problem is that its hard to know in real time whether thats really whats going on especially since price hikes will be spread out over many months and be all over the place. That keeps the Fed on hold"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945465833590788445) 2025-07-16 12:49:34 UTC 343.9K followers, XXX engagements


"The X best cuisines in the world X. German X. Japanese X. Korean X. Italian X. British"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1720831334753468643) 2023-11-04 15:52:16 UTC 344K followers, 20.4M engagements


"My proxy for underlying inflation - core services (blue) - is extremely subdued at the moment which is the main reason that inflation remains low in the face of tariffs. Part of this is a head fake. Residual seasonality pulls services inflation down in the middle of the year"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945112838269247782) 2025-07-15 13:26:53 UTC 344K followers, 9151 engagements


"@ernietedeschi @jerry_kerr84098 I'm not sure China's exporters are desperate enough to route things through Micronesia. This might simply be China dumping goods that otherwise would just sit around in warehouses. There's also some port development going on but I am really really NOT a Nauru expert"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946384465032253538) 2025-07-19 01:39:53 UTC 344K followers, XXX engagements


"Even with all the uncertainty around very close elections Brazil is the best performing EM currency this year. That's a testament to Brazil's underlying strength. Foreign investors want to love Brazil. The potential for capital inflows and BRL appreciation in 2023 is large"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1607068231662960641) 2022-12-25 17:38:18 UTC 344K followers, 220.7K engagements


"The German word "Schandfleck" translates roughly as "stain of shame." That's what German exports to Central Asia and the Caucasus are. These exports rose sharply right after Russia invaded Ukraine and are obviously heading to Moscow. This is widely known yet nothing is done"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1753791958395310148) 2024-02-03 14:46:01 UTC 343.9K followers, 93.1K engagements


"Dollar longs according to the CoT report from the CFTC aren't actually all that big at the moment. Maybe a 6/10. What's interesting is that Euro longs against the Dollar remain quite modest. Maybe a 5/10. All that EU chest-beating we have to listen to isn't impressing anyone"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946590038948524314) 2025-07-19 15:16:45 UTC 344K followers, 20.8K engagements


"There's no reason whatsoever that Germany and Italy X years after the invasion of Ukraine should still have rampant transshipments to Russia. Poland and Lithuania shut this stuff down so it's not hard. You just have to want to. Germany and Italy don't"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1942196008424779895) 2025-07-07 12:16:27 UTC 344K followers, 39.6K engagements


"Euro makes new all-time highs every day in trade weighted terms. Many countries - above all China - peg to the Dollar. That supercharges the rise in Euro vs USD (white) taking Euro to stratospheric levels in trade-weighted terms (orange). Deflation is coming for the Euro zone"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1942674587445350866) 2025-07-08 19:58:09 UTC 344K followers, 102.2K engagements


"The share of the Dollar in the world's official FX reserves was XX% in Mar '25 unchanged from Dec '24 and Dec '23. There's way too much noise about loss of reserve currency status. It can't and won't happen because there's no alternative to the Dollar"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1943570656454463794) 2025-07-11 07:18:48 UTC 344K followers, 54.1K engagements


"Nauru is the 3rd smallest country in the world after the Vatican and Monaco. But more importantly right now it's also the Kyrgyzstan of Micronesia. China's exports to Nauru are up 1400% in May from a year before. A sign how desperate China's exporters are to offload their stuff"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945949298614468990) 2025-07-17 20:50:41 UTC 344K followers, 34.1K engagements


"Chinese goods are flooding small out-of-the way places like Albania (lhs) and Switzerland (rhs). That's the huge impact US tariffs are having on Chinese exporters who face overflowing warehouses with goods that should have gone to the US and are now getting dumped elsewhere"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946557180280246370) 2025-07-19 13:06:11 UTC 344K followers, 31.4K engagements


"China needs to ease monetary policy to counter the deflationary impulse from tariffs. But it can't as the inevitable byproduct of easing is a weaker Yuan which China doesn't want. China is stuck as are rate differentials. The result: rising real rates and even worse deflation"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1939324671419162946) 2025-06-29 14:06:47 UTC 344K followers, 62.2K engagements


"The idea that EU countries are shipping goods to Russia while Ukraine burns is terrifying and appalling but this is exactly what's happening and it's been going on for over three years. In the EU short-term greed overrides what's right. Today's substack:"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1941477779150942601) 2025-07-05 12:42:28 UTC 344K followers, 120.1K engagements


"Japan's 30-year JGB yield (white) is up sharply but it's still below Germany (orange). Many years of BoJ yield curve control and QE mean Japanese yields aren't a market price but are artificially low. After all Japan's debt is XXX% GDP vs Germany's 65%"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945074581825261859) 2025-07-15 10:54:52 UTC 344K followers, 18.6K engagements


"@purplerug @NotBlackCa_t @econ_harris @BrookingsInst There's always a registered owner and a beneficial owner. Registered owners operate the vessel. Beneficial owners get the profits. It's the beneficial owner that matters and - more often than not - in the case of ships sold to the shadow fleet that owner tends to be Greek"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945165711820652868) 2025-07-15 16:56:59 UTC 343.9K followers, XXX engagements


"The tariff inflation shock really got going in June. Core goods inflation (top left) was XX bps above where it normally is at this time of year (purple). The tariff hit is most pronounced for furniture (top right) & recreation (bottom left) but apparel is hit too (bottom right)"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945212771588616517) 2025-07-15 20:03:59 UTC 344K followers, 46.3K engagements


"Since the imposition of large US tariffs China's exports to Hungary are up 40%. This kind of thing is a symptom of all the pressure building up on Chinese exporters who are struggling with overflowing warehouses. A massive deflationary shock for everyone outside the US"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946311109985583476) 2025-07-18 20:48:23 UTC 344K followers, 55.9K engagements


"The Colombian Peso is - by a large margin - the best performing EM currency this year. Two reasons for that: (i) a highly credible central bank that hiked early and proactively; (ii) a rapidly shrinking current account deficit that is more than covered by FDI. @PaolaGuscoffIIF"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1730979155276087717) 2023-12-02 15:56:05 UTC 343.9K followers, 16.7K engagements


"Markets have been remarkably orderly given what's going on but we're starting to see disjointed moves now. The fall in commodity prices and growing risk of China devaluation cratered Australian Dollar (lower middle). A growing EM sell-off weighs on Mexican Peso (lower right)"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1909258271896011163) 2025-04-07 14:53:38 UTC 344K followers, 21.1K engagements


"@joehas The moral superiority of the EU over the US is painful to watch. Russia is able to keep fighting in Ukraine because the EU allowed Greek ship owners to undermine the G7 oil price cap while German exporters send tons of goods to Russia via Central Asia. Lots of EU oligarchs"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944798361820766528) 2025-07-14 16:37:16 UTC 344K followers, 35.9K engagements


"The Dollar is up X% in July. It's ignored mounting tariff noise and yesterday's headlines that the President discussed firing Powell with Republican lawmakers. There's a lesson here. USD is rising as tariffs start to push up inflation. That's what matters"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945802199239430293) 2025-07-17 11:06:10 UTC 344K followers, 16.1K engagements


"With friends like these who needs enemies Hungary (lhs) and Bulgaria (rhs) have massively ramped up imports from China. The EU needs to find a way to kick out "Trojan Horse" countries. If you can't behave properly your actions should have consequences. As opposed to nothing"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945888609598394575) 2025-07-17 16:49:32 UTC 344K followers, 43.5K engagements


"After Russia invaded Ukraine many Western analysts painted Russia as invincible (Fortress Russia). In the trade war now it's similar with China. Much like for Russia this stuff is nonsense and misinformation. China's export machine is really hurting"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946182407733789104) 2025-07-18 12:16:58 UTC 344K followers, 52.7K engagements


"@HannoLustig Absolutely. And take into account the massive environmental cost in China. A lot of the rare earth push that China did would never work in the West because our environmental standards (rightly) are tighter. China's growth at all cost hurts part of its population severely"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944910429571964950) 2025-07-15 00:02:35 UTC 343.9K followers, 3829 engagements


"When people tell me the Dollar needs to fall because of Trump I wonder if they have any idea how FX markets trade. FX markets go long Turkish Lira a few weeks after Erdogan jails the opposition leader. FX markets don't penalize this kind of stuff. They just want to make money"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1943278295497228556) 2025-07-10 11:57:04 UTC 343.9K followers, 43.4K engagements


"Never in the last XX years has there ever been such a massive divergence in long-term real interest rates between the US (blue) and Euro zone (black). Markets price continued stagnation in the Euro zone versus continued growth outperformance in the US. I think that's right"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1943576717890633993) 2025-07-11 07:42:54 UTC 344K followers, 42.8K engagements


"@igkolev That's certainly what's been going on with Kyrgyzstan where German exports to Kyrgyzstan never actually show up there and presumably go straight to Moscow. So Kyrgyzstan is just what gets written on the invoice. I don't know about Nauru but that's certainly possible"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946589109822038027) 2025-07-19 15:13:04 UTC 344K followers, 4929 engagements


"Tariff revenue in Jun. '25 was $XX bn up from $X bn in Dec. '24. China's doing huge transshipments to circumvent tariffs so this number is still at the "low" end. That'll change as the US cracks down on transshipments with Vietnam-style trade agreements"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1943925762907840884) 2025-07-12 06:49:52 UTC 343.9K followers, 18K engagements


"@M_C_Klein Imagine running an exporter company in China right now. Your warehouses are overflowing and youre desperately trying to move your product to US buyers before your goods degrade and lose value. Its a nightmare which is why all kinds of weird transshipments are popping up"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945895420787298469) 2025-07-17 17:16:35 UTC 344K followers, 1362 engagements


"There's a presumption in some circles that leaning on the Fed to cut will bring down mortgage rates. That's not obvious at all as the chart below shows. Mortgage rates basically haven't responded to the Fed's recent cuts. It'd be much more effective to reign in fiscal deficits"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1943291379922149394) 2025-07-10 12:49:04 UTC 343.9K followers, 26.8K engagements


"Look at Italy. A country with lots of wealth that can and should be taxed. But that doesn't happen. Instead Italy asks for periodic ECB help to keep its government bond yields low and - on the side - enthusiastically blames all its problems on German mercantilism. Such chutzpah"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1933882680002933158) 2025-06-14 13:42:15 UTC 343.9K followers, 378.9K engagements


"June was a bad month for LatAm. Mexican Peso did worst at -XXX% followed by Colombian Peso (-6.9%) and Brazilian Real (-6.0%). In Brazil lots of blame is directed at Lula but that's just political hackery. Much (not all) of recent Real weakness is about LatAm getting clobbered"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1807801827443835095) 2024-07-01 15:41:57 UTC 344K followers, 71.3K engagements


"Single biggest source of oil tankers for Putin's shadow fleet is Greece (blue). That's an opportunity for the EU to grow not sweep this under the rug. An investigation is needed to uncover how this happened. That will strengthen the EU not weaken it. @econ_harris @BrookingsInst"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945078251153436905) 2025-07-15 11:09:27 UTC 344K followers, 95K engagements


"@tatramtn This is just an extreme example. This is happening all over the place"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945950193662259575) 2025-07-17 20:54:14 UTC 344K followers, XXX engagements


"@jurgen_nauditt For countries like Malta Greece and Cyprus to hold up measures that aim to make the XX member countries of the EU safer is laughable. The EU is broken and needs deep reform. The status quo gives de facto veto power over sanctions to shipping oligarchs in Greece Cyprus & Malta"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945466410102140971) 2025-07-16 12:51:51 UTC 344K followers, 1784 engagements


"Core services inflation where I exclude energy owners' equivalent rent healthcare and transportation costs is unusually low at the moment (purple). That's mainly about residual seasonality which has been hitting services like haircuts and restaurants heavily since COVID"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945120456295461280) 2025-07-15 13:57:10 UTC 343.9K followers, 7613 engagements


"@lucabattanta @DiTralle @GL874407 It clearly isn't taxed enough since Italian debt keeps going up in bad states of the world and never goes down in goods states of the world. Italian real estate wealth exists because Italy got low German interest rates when it joined the Euro. Time to pay back for that windfall"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1944831314089103666) 2025-07-14 18:48:13 UTC 344K followers, XXX engagements


"Banks in Frankfurt are somehow just way more romantic than banks pretty much anywhere else"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1945890169879470252) 2025-07-17 16:55:44 UTC 344K followers, 12.3K engagements


"@justwannasayth2 yes it's pretty crazy. Never in the history of Nauru has there ever been anything like this. Bonkers"  
![@robin_j_brooks Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::888118103095115780.png) [@robin_j_brooks](/creator/x/robin_j_brooks) on [X](/post/tweet/1946310478742872300) 2025-07-18 20:45:53 UTC 344K followers, 11.3K engagements