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Noah Barkin

@noahbarkin

Watching πŸ‡ͺπŸ‡Ί πŸ‡¨πŸ‡³ πŸ‡ΊπŸ‡Έ for Rhodium Group in Berlin. You can sign up for my newsletter here (noahbarkin.substack.com)

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Latest posts by Noah Barkin @noahbarkin

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We looked into the Trump-Xi summit crystal ball at the Raisina Dialogue in Delhi

www.firstpost.com/videos/gener...

07.03.2026 10:14 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Sanchez is the only one with the cojones to speak truth to Trump. He deserves credit for that. But he is a foreign policy opportunist, pursuing an anti-EU β€œSpain First” policy on China and Russia (through his resistance to NATO defense spending targets). Not sure this qualifies as most successful

06.03.2026 19:14 πŸ‘ 7 πŸ” 0 πŸ’¬ 2 πŸ“Œ 0
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Nvidia stops production of chips intended for Chinese market US group moves production away from H200s to latest Vera Rubin products

Lutnick's plan to get China "addicted" to Nvidia chips hasn't worked out so well

www.ft.com/content/47f1...

05.03.2026 17:48 πŸ‘ 9 πŸ” 1 πŸ’¬ 2 πŸ“Œ 0
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Alex Stubb offering geopolitical advice at the Raisina Dialogue: "When the going gets tough, a Finn goes in the sauna and takes an ice bath"

05.03.2026 13:02 πŸ‘ 7 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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China Sets Economy’s Growth Target Below 5% for First Time in Decades

β€œSome experts say that the economy’s actual growth may be half of what official statistics indicate. Rhodium Group, a New York-based research firm specializing in China, estimated that the Chinese economy grew less than 3 percent last year.”

www.nytimes.com/2026/03/04/b...

05.03.2026 02:28 πŸ‘ 17 πŸ” 6 πŸ’¬ 0 πŸ“Œ 1
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β€˜Not a happy place’: CNN staff fret about the future under David Ellison Network will have same owner as Bari Weiss’ CBS News if Paramount seals Warner takeover

Another one bites the dust. Media organizations whose owners are beholden to, supportive and/or enthusiastic backers of Trump

βœ… CNN
βœ… Washingon Post
βœ… CBS News
βœ… X
βœ… Meta/Instagram/Facebook
βœ… Tiktok
βœ… Fox
βœ… WSJ
βœ… Politico

Sure I’ve missed some but nuff said…

www.ft.com/content/2502...

04.03.2026 13:02 πŸ‘ 12 πŸ” 6 πŸ’¬ 1 πŸ“Œ 1
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Katz: Khamenei’s successor will be β€˜unequivocal target for elimination’ * * *

Israel’s defence minister says that β€œany leader” chosen by the Iranian regime would be a clear target for β€œelimination”

www.timesofisrael.com/liveblog_ent...

04.03.2026 12:03 πŸ‘ 4 πŸ” 2 πŸ’¬ 0 πŸ“Œ 0

Can you imagine what the Afghanistan withdrawal would have looked like under Trump?

04.03.2026 11:36 πŸ‘ 3 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

It's one thing to show support for the strikes. It's another to lend credence to Trump's disingenuous suggestion that Iran posed an imminent threat. We all understand that Berlin & Brussels have decided not to pick a fight with Trump on Iran. But this rhetoric is totally unnecessary

04.03.2026 07:49 πŸ‘ 25 πŸ” 4 πŸ’¬ 2 πŸ“Œ 0
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Some commentators have lumped the Merz, Starmer and Carney visits together as like-for-like Trump-inspired China resets. The table below shows why this narrative is unhelpful. Germany faces a far greater threat from China's manufacturing dominance than do the UK or Canada.

04.03.2026 07:39 πŸ‘ 7 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0
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Binyamin Netanyahu is the big winner from the Iran war, for now To avoid a row with Donald Trump, Western allies are endorsing Israeli theories of war

A giant gamble is underway in Iran. The result may take years to be known. An early winner, though, is Israel. Fearing a fight with Donald Trump, allies from Germany to Australia are endorsing Israeli rules of war, notably the killing of enemy govt leaders. My column

economist.com/internationa...

04.03.2026 05:19 πŸ‘ 29 πŸ” 10 πŸ’¬ 2 πŸ“Œ 2
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China's Financial and Fiscal Decay China’s financial and fiscal systems are increasingly inefficient tools to maintain domestic economic growth, making China’s economy far more dependent upon exports in 2026 than in previous years.

The best description for the weakness of China’s domestic economy at this point is not crisis or collapse but prolonged decayβ€”the declining efficiency and effectiveness of policy tools, producing weaker economic growth as a result.

rhg.com/research/chi...

04.03.2026 05:32 πŸ‘ 11 πŸ” 2 πŸ’¬ 0 πŸ“Œ 1

Fully agree Nathalie. I have been shocked by the reaction in Europe

03.03.2026 19:10 πŸ‘ 4 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Richtiger Ton Partnerschaft statt Systemkonflikt: Friedrich Merz fΓΌhrt den Kurs der deutschen China-Politik fort.

"An China fΓΌhrt kein Weg vorbei" (there is no way around China) is a favorite expression of the German left, which is now being used by Friedrich Merz. Not long ago, you would hear the phrase used in relation to Russia. It is a message of defeatism

www.ipg-journal.de/rubriken/aus...

03.03.2026 07:13 πŸ‘ 5 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Remember the days of Colin Powell, when fabricating the reasons for going to war was a scandal?

02.03.2026 12:52 πŸ‘ 14 πŸ” 4 πŸ’¬ 0 πŸ“Œ 0
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Watching China in Europe – March 2026 Deconstructing the Merz trip to China - the good, the bad and the ugly

β€œThe first thing Xi said to Merz was that unification with Taiwan would happen,” one person who was on the trip told me. This triggered what one diplomat described to me as an β€œintensive discussion” between the two leaders on Taiwan.

02.03.2026 12:46 πŸ‘ 18 πŸ” 8 πŸ’¬ 1 πŸ“Œ 0
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Watching China in Europe – March 2026 Deconstructing the Merz trip to China - the good, the bad and the ugly

In my latest Watching China in Europe column, I deconstruct German Chancellor Friedrich Merz's first trip to China - the good, the bad and the ugly

open.substack.com/pub/nbarkin/...

02.03.2026 11:18 πŸ‘ 6 πŸ” 1 πŸ’¬ 2 πŸ“Œ 0

How many CBS β€œjournalists” does it take to write an absolutely crap story? Three it turns out

01.03.2026 16:49 πŸ‘ 5 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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To say I am disappointed by this X post from Lindsey Graham is an understatement. It is so sad to see a leading US Senator who should know better lose their passion for justice and a sense of right and wrong. To Lindsey Graham: you have gone pathetically soft and lost your zeal for confronting evil

01.03.2026 11:06 πŸ‘ 14 πŸ” 1 πŸ’¬ 2 πŸ“Œ 1
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Here we go

28.02.2026 08:27 πŸ‘ 6 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0
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While Merz talks about a β€œcomprehensive strategic partnership” with China, the Greens in Berlin & Brussels are talking about the second China shock

27.02.2026 08:11 πŸ‘ 13 πŸ” 2 πŸ’¬ 0 πŸ“Œ 0
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Xi-Trump talk plans rattled by chaotic US team: β€˜the worst I’ve ever seen’ Analysts warn thin US coordination and rushed timelines risk weak deliverables and surprises ahead of high-stakes Beijing meeting.

Important reading for Europeans panicked about the prospect of a Trump-Xi deal

www.scmp.com/news/china/a...

27.02.2026 06:38 πŸ‘ 5 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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China sacks 9 senior military officers as Xi Jinping widens crackdown Purge from rubber-stamp parliament includes commander of unit critical to potential Taiwan invasion

Xi’s purge continues: China sacks nine senior military officers, including an army commander in a critical position for a potential attack on Taiwan

www.ft.com/content/602b...

27.02.2026 06:36 πŸ‘ 16 πŸ” 8 πŸ’¬ 0 πŸ“Œ 2
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Elbridge Colby: β€˜NATO Is Actually Stronger Than Ever.’ The Pentagon’s top policymaker answers questions about the White House’s commitment to Europe’s security.

Trump has made NATO weaker than ever. No one can say it out loud but everyone - including Bridge - knows it

foreignpolicy.com/2026/02/14/e...

26.02.2026 20:59 πŸ‘ 7 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

πŸ‘€

26.02.2026 17:49 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

πŸ‘€

26.02.2026 17:46 πŸ‘ 0 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

If he were Scholz he would claim credit for the 1.5%

26.02.2026 12:00 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Hungarian opposition groups quit to make way for OrbΓ‘n challenger PΓ©ter Magyar is calling on remaining parties not to ruin chance for regime change

Peter Magyar’s Tisza party is running almost 8 percentage points ahead of Viktor Orban’s ruling Fidesz ahead of an April 12 election, according to an average of all available polls. One poll this week showed Magyar 20 points ahead.

www.ft.com/content/8521...

26.02.2026 06:11 πŸ‘ 20 πŸ” 6 πŸ’¬ 1 πŸ“Œ 0
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You have to appreciate the choice of photos by the Chinese side. No question who is the master in this one

25.02.2026 13:53 πŸ‘ 12 πŸ” 2 πŸ’¬ 4 πŸ“Œ 0
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China Warns US It Will Respond If Trade Probe Spurs New Tariffs China warned it will take β€œall necessary measures” if the US uses a probe into a 2020 trade deal to impose fresh tariffs, after Washington signaled the investigation would continue.

Trouble in paradise

www.bloomberg.com/news/article...

25.02.2026 12:00 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0