Category Archives: China

Unexpected China Factory Contraction Confirms Deflationary Headwinds, Overcapacity

China’s leaders admit to widespread overcapacity, such as in EVs and solar panels. Faillure to solve it could generate Japan-style deflation

Coffee Break: Gaza as Dress Rehearsal for War With China

The U.S. military legal establishment has big plans to use Gaza as a model for future large-scale conflicts, including with China.

Australia & Japan Are Seemingly Having Second Thoughts About the De Facto Asian NATO

Japan and Australia are finally questioning US exploitation. But what can they do about it?

Michael Hudson: Today’s Civilizational Conflict

A new article by Michael Hudson, an extract from an upcoming book, gives a long view of colonial exploitation and China as a counter-model

Chinese Government Tries to Combat Destructive Deflation. Will It Succeed?

The economic hazard of deflation is already stalking China, to the degree that even Xi is trying to take it on.

That $20 Dress Direct from China Now Costs $30 After Trump Closed a Tariff Loophole – and the US Will Soon End the ‘De Minimis’ Exemption for the Rest of the World, too

How the Trump tariff attack on low-value shipments from Hong Kong and China (and soon elsewhere) is yet another tax on the poor.

The Inevitable Militarization of Space?

A high level review of the US efforts to project power in space and the actions/reactions of Russia and China.

Trump Just Gave a Huge Gift to China’s Economy

The GOP’s huge new tax and spending law will make it even harder for U.S. companies to compete in clean technologies.

“Ex-CISA Official Warns: We’ve Gutted Cybersecurity—A Gift to Iran, China and Russia”

Cybersecurity expert Dr. David Mussington, explains why the clock is ticking on U.S. vulnerabilities under Trump.

Gen. Michael Kurilla and the Pivot to Asia

Is diminishing Iran key to the famed pivot to Asia, or a distraction?

Will Iran Actually Close the Strait of Hormuz? Eni CEO Weighs In

Investors seem unduly chill about the risk that a US attack on Iran will produce a formal or de facto closure of the Strait of Hormuz.

Satyajit Das: A Fist Full of Dollars

Two recent books seem unduly complacent about the status of the dollar as reserve currency.

China’s Rare Earths Weapon Could Kill Europe’s Auto Industry

More on US and European car-makers’ vulnerability to China’s new rare earths licensing regime.

Michael Hudson: Trump’s Contradiction-Riddled Strategy to Preserve US Hegemony

Trump does have a plan to shore up America”s flagging power, even if, when you put the pieces together, it does not make much sense.

Like China, a Mexico Tariffs Own Goal: US Dependence on Mexico Energy Trade Means “Those Tariffs Never Stood a Chance”?

More evidence of Trump cluelessness in his Mexico and China tariffs bobs and weaves.