Trump Never Had a Grand Strategy for China: They Were Just Tariff Tantrums
Trump’s tariff strategy is obviously incoherent, but other approaches like anti-trust to improve the US trade’s position are sorely wanting.
Read more...Category Archives: China
China’s Ultimate Play For Global Oil Market Control
The main driving issue is the realization by the Saudis that, irrespective of the reassuring rhetoric of Trump and Kushner, their bitter nemesis, Qatar, is far more important to the US than the rest of the conservative Arab monarchies and sheikhdoms of the GCC.
Read more...Inflation Data Shows Tariffs Are Not a Tax on Consumers but on Foreign & US Corporations
Yves here. It has been reported in venues like the Financial Times that importers who would face increased costs from tariffs on China were taking steps so as not to increase prices to customers, which includes making their suppliers give better prices and eating some costs too. With profit share at a record high level […]
Read more...It Was More Like a Couple of Asian Decades Than a Century
China’s trend rates of growth are likely to be much lower than in the past, and even that is problematic. China will remain an important Asian player, not a dominant global force.
Read more...U.S. Healthcare Industry Could Be Decimated by China Trade War
One way China could mess with the US.
Read more...Australia Debates: Communist Party China the New Nazi Germany?
A row Down Under as a prominent and well placed MP says some not-nice things about China.
Read more...Mr. Market Swoons as Trump Administration Escalates Trade War with China With “Currency Manipulator” Charge
Markets are in a tizzy over the US-China trade row. But what might come next?
Read more...South China Sea Time Bomb Threatens To Go Off
China upsets its neighbors.
Read more...Michael Hudson: U.S. Economic Warfare and Likely Foreign Defenses
How the US has used its economic muscle to defend its hegemony and the rest of the world is looking to claw power back.
Read more...Trump Was [Selectively] Right About the Dollar
Turns out Trump was not all wrong in saying the dollar was overpriced.
Read more...China: The Covert Credit Superpower
An new working paper by Sebastian Horn, Carmen Reinhart and Christoph Trebesch on China’s foreign lending has some important findings, such as that China accounts for more than 40% of the external debt of 50 developing countries. We’ve embedded the document at the end of this post. The study is an ambitious undertaking, seeking to […]
Read more...Ilargi: Memo to the US – The Winds Are Shifting
Why the US looks like it has a glass jaw.
Read more...Mobility and the Desire for Sovereignity in Europe
Lack of geographic mobiliity is a major culprit in the rise of nationalism.
Read more...Trade Wars in the Global Value Chain Era
Why trade wars are more costly than conventional wisdom would have you believe now that manufacturing to a large degree depends on global value chains.
Read more...Food Security: Largest Animal Epidemic in History Is Due to Industrial Farming
The largest animal epidemic in history – an outbreak of African swine flu – is currently ravaging pigs in Asia. The cause: industrial farming practices. The cure: change the food production model.
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