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Peter Lewis Money Talk: a lively discussion on the Trade War theme of who will suffer most and blink first: the US or China

Podcast | David Roche | 23 Apr 25

#US-China Cold War #US-China Relations #US-China Trade War #China.#Trade War #US-China #Trump Tariffs.#Tariffs China Mexico Canada #US Tariffs #Reciprocal Tariffs #Trump Tariffs and Treaty Destruction #China Tariffs #Fentanyl tariffs #Escalation Dominance

This is a good debate on the workings of a trade war, who pays and why the US suffers most. We spend time analysing why the US concept that it holds the cards is just plain wrong and is a miconception of escalatory dominance in a trade war. We look at who will suffer most and w... Read More

On a Train in China

Strategy Report | David Roche | 20 Apr 25

#Tariffs #China Stimulus #US-China Trade War #People's Bank of China (PBoC)#US-China Trade Relations #PBoC (People's Bank of China)#China Renminbi #Economy (China)#US-China #Trump's 100 Policy Blitz.China GDP #Trump Tariffs.#US Tariffs #Remedial Tariffs #Reciprocal Tariffs #Trump Tariffs and Treaty Destruction #China Tariffs

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On a Train in China Investment Conclusion The US confrontation with China will escalate further. China has escalatory dominance. And the confrontation is an opportunity for Beijing to pursue other goals left by the vacuum of US soft power withdrawal and the injury cause... Read More

The Weaponisation of Economics - (Part 1: The Escalation Ladder Viewed from China)

Strategy Report | David Roche | 14 Apr 25

#Tariffs #Escalation #Ladder Of Escalation #Trump Tariffs.#US Tariffs #Remedial Tariffs #Reciprocal Tariffs #Trump Tariffs and Treaty Destruction #China Tariffs

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Investment Conclusion Here’s the thing! You do not have to speculate about the fate Chinese holdings of US Treasuries to work out how the trade war will cause a US recession and a fiscal crisis. Just take a look at trade war “escalation dominance” from China’s perspectiv... Read More

US - China Trade War - Re-Assessment of Damage and Possible Spillovers.

Update | QS Team | 11 Apr 25

#Tariffs #Trump Tariffs.#Tariffs China Mexico Canada #US Tariffs #Remedial Tariffs #Reciprocal Tariffs #Trump Tariffs and Treaty Destruction #China Tariffs

Re-Assessment of Tariff Damage and the Spillovers to Expect. Yesterday i wrote to you after the initial Trump volte face on the imposition of reciprocal tariffs (postponed for 90 days) and the imposition of 125% tariffs on China. I calculated that the average US tariff w... Read More

US - China Trade War - Re-Assessment of Damage and Possible Spillovers.

Update | QS Team | 11 Apr 25

#Tariffs #Trump Tariffs.#Tariffs China Mexico Canada #US Tariffs #Remedial Tariffs #Reciprocal Tariffs #Trump Tariffs and Treaty Destruction #China Tariffs

Re-Assessment of Tariff Damage and the Spillovers to Expect. Yesterday i wrote to you after the initial Trump volte face on the imposition of reciprocal tariffs postponed for 90 days and the imposition of 125% tariffs on China. I calculated that the average US tariff was... Read More

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