Senior writer, Bloomberg @economics. Ex @FT. Aussie. Red Sox nation. Opinions mine alone. RTs not endorsements. [email protected]

Washington DC
Joined February 2009
I’m here increasingly rarely. Find my more active social self over at @sdonnan.bsky.social
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A Tale of Tin Cans, Tariffs and the Unintended Victims of US’s Protectionism Steel duties have worked against American producers of tinplate used in canned goods by @sdonnan bloomberg.com/news/newslette…
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We are living in an era of resilience. That’s not good, says @sdonnan bloomberg.com/news/articles/…
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In Bloomberg Weekend: Debt is more beautiful than you think, China’s EV boom is creating a car-camping culture, and an AI critic argues the way the technology is being built is corrosive. bloomberg.com/news/newslette…
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Can the world weather a new economic crisis? Bloomberg Economics’ @mystephanomics and @sdonnan tell @davidgura about the IMF-World Bank meeting’s dour mood, on the Big Take podcast. 📷: link.podtrac.com/3mw4ygxn
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Markets are too blasé on the Iran war’s economic toll, policymakers warn at IMF bloomberg.com/news/articles/… via @sdonnan @jdorosario
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Does the Iran war signal the end of economic statecraft? In this episode of the Guide to the Global Economy podcast, @ACGeoEcon’s @joshualipsky and Jessie Yin debate this question with @sdonnan. Watch the full conversation now: ➡️ bit.ly/479tQL3
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If we are now looking at an average of $85 a barrel for oil for 2026 then that could shave off around 0.3-0.4pp from global growth. Headline inflation could rise by 60 bps. Before the Iran conflict global growth was projected at 3.3% for 2026 on the assumption oil would average $65 a barrel.
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America’s population wasn’t expected to start falling until 2081. Trump’s immigration crackdown means it could happen as soon as this year. Shawn Donnan explains bloom.bg/4k4uhLC
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CHART OF THE DAY: Due to the impact of Trump's tariffs, the all-in cost of aluminum in America has surged to a record high well above $5,000 per metric ton (LME price + US Midwest premium). The impact would be soon felt on anything made with aluminum -- including beer cans.
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The US and China are flipping the script. As the US tries to bring factories home, China Inc is stepping into the vacuum, investing in new production outside China. My latest @business @economics Big Take with help from colleagues around the world . bloomberg.com/news/features/…
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The US and China are flipping the script. As the US tries to bring factories home, China Inc is stepping into the vacuum, investing in new production outside China. My latest @business @economics Big Take with help from colleagues around the world . bloomberg.com/news/features/…
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TONIGHT: @MSNOWNews reports Trump is weighing removal of Kash Patel as FBI Director – DOJ targets six Democratic lawmakers for urging troops to defy illegal orders & The reality of Trump’s claims of an investment boom to the U.S. @SRuhle @lbarronlopez @DaniellaMicaela @DavidMDrucker @chowardchoward @bhgreeley @sdonnan @kellymakena
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Trump keeps hailing an investment boom that he says is set to top $21 trillion in pledges from companies & countries. But as we write in today's @business & @economics Big Take the reality is a third of that. And even that $7 trillion faces questions. bloomberg.com/graphics/2025-…
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