Category Archives: Economic fundamentals

Speculating About the Botched Shanghai Lockdown

The Chinese have not given up on zero Covid, despite the continuing outbreak in Shanghai.

China’s Overseas Lending and the War in Ukraine

Why lending to emerging economies may be collateral damage of the war in Ukraine.

Is Today’s Energy Shortage Worse Than The 1970s Oil Crisis?

The energy outlook, particularly for Europe, is not very cheery.

A Sobering View of High Fuel Prices, Green Energy, and Biden’s Plans to Help Europ

An assessment of current economic conditions, including rising prices, how long the pain might last, and possible paths forward.

Michael Hudson: The Dollar Devours the Euro

Michael Hudson argues that the euro and European economic independence are intended US targets for the war in Ukraine.

ExxonMobil Announces $10 Billion Oil Investment the Same Day IPCC Signals End for Fossil Fuels

uelle surprise! Big oil is not giving up.

The French Election Is All About Imperialism. Here’s Why

How media oligarchs have been moving French voters, and with them, mainstream parties, to the right.

China – A Sub-Imperial Ally of the West?

IMichael Hudson and Patrick Bond debate the trade posture of China, such as whether its Belt and Road initiative is capitalist or socialist

Climate Science and Financial Risk: Forging a Path to More Climate-Resilient Businesses

Is the search for better valuations of climate risks to help businesses reducing global emissions an exercise in self-delusion?

How Biden’s Huge Strategic Oil Release Could Backfire

Why Biden’s short term oil, really gas, price fix might be a flop.

No One Will Win in the Russia-Ukraine Conflict

Gail Tverberg argues that the war in Ukraine does not get Russia or other energy producers out of their scarity bind.

Putin Edict on “Gas for Roubles” Consistent With Original Description (and Our Take); Western Officials Nevertheless Claim a Walkback

Putin’s gas for roubles plan was over-interpreted by foreign policy experts and media employees, and that’s working out to Russia’s advantage.

Joe Lauria Interviews Michael Hudson and Richard Wolff on Consortium News

Michael Hudson and Richard Wolff discuss how the economic and ground war over Ukraine is moving geopolitical tectonic plates.

Russia’s War Against Ukraine Might Persistently Shift Global Supply Chains

Economists are begining to grapple with the question of how the Russia-Ukraine war will reshape supply chains.

Putin-Scholz Phone Call on “Gas for Roubles” Mechanism Conforms to Our Assessment; Disputes Over Russia Force Reduction Around Kiev; West Pressure on China, India Continues

What Russia is up to and what if anything the West can do continues to dominate the media. Too bad we know so little about what is afoot