China’s investors are in freakout mode about deflation risks. Can its government turn the fundamentals around?
Recent Items
Thursday, March 6, 2025
China’s Government Bond Market Sounding Loud Deflationary Alarm. Is the Japanification China Has Warded Off Finally Arriving?
Topics: Banking industry, China, Credit markets, Dubious statistics, Economic fundamentals, Globalization, Japan, Macroeconomic policy, Politics
Posted by Yves Smith at 11:09 am | 58 Comments »
Links 1/8/2025
Topics: Links
Posted by Yves Smith at 6:59 am | 217 Comments »
Is a US-Türkiye Deal Involving the Kurds in the Works?
As Erdogan’s hand weakens and the US-Israel look towards Iran, signs point to Türkiye backing down.
Topics: Economic fundamentals, Guest Post, Middle East, Politics, Russia, Turkey
Posted by Conor Gallagher at 6:00 am | 18 Comments »
Europe Races to Refill as Gas Reserves Dwindle
A look at another act of European self-destruction in the name of harming Russia, here on the gas supply front.
Topics: Economic fundamentals, Energy markets, Europe, Free markets and their discontents, Guest Post, Politics, Russia
Posted by Yves Smith at 5:37 am | 27 Comments »
What Is a Democrat?
Where does a Democrat fit in the political food chain?
Topics: Guest Post, Income disparity, Politics, Social policy
Posted by Yves Smith at 12:39 am | 51 Comments »
2:00PM Water Cooler 1/7/2025
~ Today’s Water Cooler: Politics, Syndemics; Trump to change “Gulf of Mexico” to “Gulf of America”; “FBI Is Still Hiding Details of Russiagate”: Aaron Maté; HPMV in China ~
Topics: Guest Post, Water Cooler
Posted by Lambert Strether at 2:00 pm | 110 Comments »
What Has Happened to Our Grand Experiment, the Internet?
With AI threatening to crapify online life and even generate geopolitical chaos, Congress needs to reinstate the Office of Technology Policy
Topics: Free markets and their discontents, Guest Post, Legal, Politics, Regulations and regulators, Ridiculously obvious scams, Technology and innovation
Posted by Yves Smith at 9:54 am | 39 Comments »
Links 1/7/2025
Topics: Links
Posted by Yves Smith at 6:59 am | 197 Comments »
NYT Readies Terrain for Incoming Trump Administration’s Long-Telegraphed Intervention in Mexico
The media’s role in selling the next military adventure should never be underestimated, even in this media-skeptic age.
Topics: Guest Post
Posted by Nick Corbishley at 6:45 am | 37 Comments »
DOGE: Nations Aren’t Corporations and ‘Efficiency’ Means Austerity
Why DOGE, if implemented on the scale intended, will be a train wreck for the great majority of Americans.
Topics: Banana republic, CEO compensation, Dubious statistics, Economic fundamentals, Free markets and their discontents, Guest Post, Income disparity, Macroeconomic policy, Politics, Privatization, Social policy, The destruction of the middle class
Posted by Yves Smith at 5:57 am | 23 Comments »
Health Insurers Limit Coverage of Prosthetic Limbs, Questioning Their Medical Necessity
Another type of example of how health insurers screw patients.
Topics: Guest Post, Health care, Politics, Regulations and regulators, Ridiculously obvious scams
Posted by Yves Smith at 5:17 am | 11 Comments »
How Is It That xAI’s (Naïve) Grok Does Not Reveal that xAI is a Public Benefit Corporation?
Lambert annotates a Grok transcript.
Topics: Curiousities, Guest Post, Technology and innovation, The dismal science
Posted by Lambert Strether at 4:25 pm | 31 Comments »
2:00PM Water Cooler 1/6/2025
~ Today’s Water Cooler: Open Thread ~
Topics: Guest Post, Water Cooler
Posted by Lambert Strether at 2:00 pm | 62 Comments »
Links 1/6/2025
Topics: Links
Posted by Conor Gallagher at 6:55 am | 203 Comments »
Who Benefits from Russia’s War in Ukraine
Contrary to plans, Ukraine war sanctions against Russia enriched many of Russia’s top businessmen, including those sanctioned personally.
Topics: Economic fundamentals, Energy markets, Europe, Guest Post, Income disparity, Politics, Russia
Posted by Yves Smith at 5:30 am | 28 Comments »