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
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20 Apr 25
On a Train in China
#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
14 Feb 25
Anatomy of Exceptionalism
#US-China Cold War#USA#American Economy#US Equities#USD (US Dollar)#US-China#US Exceptionalism#US Fiscal Policy#US Sovereign Debt#DOGE
US Exceptionalism is the investor conviction that “things can’t go wrong in the US of America” for you or your money. Like Frankenstein, “Exceptionalism” is half man, and half beast, half economic reality and half perception - laced with large dollops of hope. The markets ca... Read More
26 Apr 19
Trade Thunks
#EU#Trade#Technology#Strategy Archive#US-China#Auto#FEEDER ECONOMIES#Asian EM#Bilateral Trade#Dependence on Foreign Funding
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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