Trump Was [Selectively] Right About the Dollar
Turns out Trump was not all wrong in saying the dollar was overpriced.
Read more...Category Archives: China
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.
Read more...Michael Hudson: Trump’s Trade Threats Are Really Cold War 2.0
At stake is whether China will agree to do what Russia did in the 1990s: put a Yeltsin-like puppet of neoliberal planners in place to shift control of its economy from its government to the U.S. financial sector and its planners.
Read more...Wolf Richter: Global Semiconductor Sales Plunge 24% from Peak, Deepest % Plunge since Financial Crisis, Deepest $ Plunge Ever. Here’s Why
A slew of reasons, the China debacle on top.
Read more...Australia Is at War With Itself Over China
The Australian secuirty services are in open war against the Government over its pro-China policies.
Read more...China-Russia Partnership Threatens US Global Hegemony
America expected China to join the international economic community as a subordinate power, but China’s deals with Russia show China moving towards parity in economic and military sway.
Read more...Chinese Embargo Threats Ring Hollow—the Reason Why Lies in Rare Earths
Supply chains are multinational in scope and supply. A trade embargo is ultimately self-defeating.
Read more...Does Iran’s Economic Fate Depend on a Lifeline From China?
How China is likely to view defying US sanctions on Iran.
Read more...What Does It Mean to Live in a Multipolar World? We May Be About to Find Out
Possible American and EU responses to multipolar politics.
Read more...The Electric Vehicle Revolution Will Come from China — not the US
Chinese electric vehicle sales already amount to more than half of the world’s total – and car makers and battery manufacturers are working hard to grow even faster
Read more...How Trump’s ‘America First’ Trade Strategy Is Accelerating America’s Decline
Why Trump ‘s narrowly nationalistic trade agenda, combined with his nostalgia for a 1950s style economy, will undermine U.S. economic prosperity and U.S. global hegemony.
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