Tanvi Ratna ✓
@tanvi_ratna · United States · joined 05 Jan 2010
Geoecon analyst & Engineer working on the chessboard between Emerging Tech, Economy & State Power | Founder Policy 4.0. | Capitol Hill, EY, G20| Column @FoxNews
114 508Followers
2 278Following
15 704Posts total
42.7MViews on collected posts
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The scale and numbers on Tesla’s new projects and businesses are getting eye watering! The scope of innovation is unmatched
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“Washington must also recognise the contradiction in its approach. It needs India to contribute to an Asian balance favourable to the United States while demanding that New Delhi surrender the freedom of judgement that makes it an independent strategic actor. It cannot seek a
5.3K views · 11 likes
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The present difference between India and the United States is about more than Russian oil. It suggests a deeper disagreement over the meaning of partnership.
Washington habitually treats strategic convergence as requiring political compliance. New Delhi visualises partnership as
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🎯
The limits of coercive diplomacy and American power are now very clear around the world. We have reached a dangerous phase in the global reordering.
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Good news, Tesla is now one step closer to starting construction on a new $10.1 billion solar manufacturing factory near Houston, Texas.
The Lamar CISD board has unanimously approved moving forward with a tax incentive agreement for @Tesla's proposed "Project Crystal Sun." https
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1:10
If you’re in NYC Oct 15-25, def check out this play by @btschiller, one of the most thoughtful people in crypto, with a nuanced take on every crypto headline of the last few years! https://t.co/fvH1lq0pMr
4.6K views · 4 likes
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If you appreciated the drama of the Clarity Act, you’ll enjoy BITCOIN BAD BOY, a comedy that a features a fictional crypto bill called The Framework. It opens at the Chain Theater, NYC, October 15-25. Tickets on sale now.
https://t.co/wP353lVNOU https://t.co/4WDLFXIjCA
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Thanks to a few folks who asked me for pts of clarification:
- A 0.5% drop in 10-year Treasury yields will save about $50 billion in interest payments over 10 years, not $500 billion, per Sec Bessent's rate of $1 billion saving per basis point.
- Currency devaluation could
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@tanvi_ratna This is the steel man argument that I’d not previously been able to find for what only seemed like madness. Whilst I’m still not convinced this is a sensible plan (everyone’s got one until they get punched in the face, and the rest of the world can punch back) I unde
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I’ve spent a decade working at the intersection of geopolitics, economics, and technology.
If you found this insightful, follow me here on X & Substack for sharp, no-fluff breakdowns of the forces shaping our world.
https://t.co/I7o7R0t6Zo
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If it works, it’s a defining success:
→ Debt under control
→ Manufacturing reborn
→ Global leverage restored
→ Trumpism vindicated in 2026
If it fails:
→ Inflation
→ Retaliation
→ Lost midterms
→ Strategic drift
18 months to find out if the gamble pays off.
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· 707 reposts · 255 replies
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So here’s the big picture:
→ Lower yields ease the debt wall
→ Spending cuts restore fiscal discipline
→ Tariffs jumpstart domestic growth
→ And geopolitics gets rewritten in America’s favor
It’s disruption by design—with enormous stakes.
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The Wisconsin seat loss was a warning
Less than 18 months to show results for midterms.
Voters don’t respond to strategems—they respond to prices, jobs and narratives.
FDR had fireside chats, Reagan had Morning in America
Trump needs a similar consistent messaging to Americans
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· 478 reposts · 182 replies
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That’s the political gamble.
If jobs return fast enough in key states, and inflation remains under control, the tariffs may look like a bold but effective move.
But if prices spike and job creation lags, the strategy could backfire by November 2026.
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In the US economy there will be clear winners and losers.
Steel, autos, and textiles are likely to benefit—industries that form Trump’s political base.
But tech, retail, and construction—sectors more reliant on imports—could take a hit, especially in swing states.
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Lines will be redrawn with other allies too.
Europe may be pushed to cut exposure to China or negotiate on Ukraine.
India may be forced to cut tarriffs and move closer to U.S. alignment.
Mexico and Canada could face demands to crack down on fentanyl trafficking routes.
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China is the focal point.
Observers have long argued: China isn’t a poor country.
It’s a wealthy, high-capacity state that floods markets with exports its currency artificially low.
Tariffs could be used to force big moves like currency appreciation by China.
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Expect a lot of bilateral deals in the coming months.
Tariffs will be lowered for countries that offer strategic concessions—on trade, security, or industrial policy.
Those that resist? They'll pay higher costs until they decide to come to the table.
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Which brings us to geopolitics.
Before tariffs, Trump’s team signaled a global order reset: pulling back from NATO, cooling EU ties, and opening diplomatic space with Russia, Saudi Arabia, etc.
Tariffs now serve as leverage to renegotiate terms based on America-First policy.
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A common critique is: why impose tariffs before building out the capacity to replace imports?
But that assumes tariffs are the end goal. They’re not.
They’re the starting gun—a way to force movement both inside the U.S. and around the world.
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Still, this approach isn’t without risks.
If domestic supply chains can’t catch up, or if global retaliation kicks in, inflation could rise again.
And if that happens, the Fed may be forced to raise rates—which would blow a hole in the low-yield plan. That’s the tightrope.
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Don’t forget: tariffs also bring in revenue.
Estimates suggest they could raise over $700 million within the first year.
That’s not a game-changer on its own, but it gives the Treasury a bit more room to maneuver—especially if paired with deficit cuts. https://t.co/MwZfzoyuRn
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In the meantime, they’re offering some near-term relief.
Tax cuts have already been floated to help offset the cost burden on households.
And while risky, currency devaluation may follow later to make imports cheaper without lifting tariffs. https://t.co/vNtDInOFK8
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0:22
But here’s the problem: American factories can’t scale up overnight.
So in the short term, consumers will face higher prices.
The administration knows this.
That’s why they’re front-loading the pain now, betting that by 2026, the benefits will be visible.
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With these savings, the big economic pillar to successfully deliver on @SecScottBessent's 3-3-3 plan is to get growth UP.
Tariffs come in as a trigger for domestic industrial revival. The thinking is: by making imports expensive, you create room for U.S. producers to step in
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But cheap refinancing isn’t enough on its own. Even at lower rates, the debt remains enormous.
That’s where the next lever comes in: cutting the deficit.
@elonmusk & @DOGE are cutting $4B per day. At that pace, they’d shave off $1 trillion by end of Sep 25 (if not May). https:/
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0:50
How to push yields down with sticky inflation and cautious Fed?
Manufacture uncertainty.
Sweep in with tariffs, spook the markets, trigger risk-off.
Money exits stocks, floods into long-term Treasuries.
A deliberate “detox” to cool the economy and cut refinancing costs. https:/
1.4M views · 7.1K likes
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Start with the debt: $9.2T must be refinanced in 2025.
If rolled into 10-yr bonds, every 1 basis point drop in rates saves approx $1B/year; so a 0.5% drop would save $500B over a decade.
Lower yields free up fiscal room—without them, core spending gets crowded out. https://t.co
1.5M views · 6.7K likes
· 770 reposts · 148 replies
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Trump’s new tariffs aren’t a trade tweak—they’re the first move in a full-spectrum reset.
$9.2T in debt matures in 2025. Inflation lingers. Alliances are shifting.
One announcement just set a dozen wheels in motion.
Here’s what’s really happening—and why it matters 🧵 https://t.
24.5M views · 84K likes
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Im Vergleich zu Konten gleicher Größe
7 Beiträge aus den letzten 90 Tagen, verglichen mit der Größenklasse 100K–1M Follower. wird weit gezeigt, aber nur wenige dieser Zuschauer reagieren.
Medianaufrufe5 325dieses Konto5 986Median für 100K–1M
Reichweite, %4.65%dieses Konto1.57%Median für 100K–1M
Interaktion, %0.45%dieses Konto0.99%Median für 100K–1M
| Kennzahl | Dieses Konto | Median für 100K–1M | Verhältnis |
|---|---|---|---|
| Medianaufrufe pro Beitrag | 5 325 | 5 986 | 0.89× |
| Reichweite (Aufrufe ÷ Follower) | 4.65% | 1.57% | 2.96× |
| Interaktionsrate | 0.45% | 0.99% | 0.46× |
Weitere Konten dieser Größe → Mit einem anderen Konto vergleichen → Wie diese Vergleichswerte entstehen →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
641.3K3 Apr
639.4K
621K
639.1K
665.5K
192.1K4 Apr
338.2K
4.7K16 Sep
4.6K
293.9K
14.4K17 Sep
32.9K18 Sep
5.3K
5.3K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.62%3 Apr
1.00%
1.06%
1.21%
1.52%
0.63%4 Apr
0.69%
0.62%16 Sep
0.15%
2.61%
0.25%17 Sep
1.27%18 Sep
0.24%
0.45%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.99%.
What the audience does
Likes68.1%203 402 in total
Reposts9.3%27 705 in total
Replies2.2%6 687 in total
Quotes1.6%4 727 in total
Bookmarks18.8%56 265 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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