Tariff Man Strikes Again
There are compelling reasons to assume that the U.S. goals in the trade dispute with China go way beyond just trade. The real goal is likely to slow the economic […]
What Trade War Are We Having Will Determine What Happens To The Markets
Either President Trump wants to be able to announce a victory, or we are witnessing the first innings of a hegemonic clash between the existing and rising superpower. If the […]
The U.S. Is Ignoring The Progress China Has Made
China has a reputation for being a currency manipulator, having mercantilist trade practices, glaring disrespect for IP and depending on exports for growth. While these things were all true in […]
What Does The U.S. Want From China?
The US government wants the Chinese to respect US intellectual property and a lower bilateral trade deficit. Unleashing a trade war isn’t likely to bring these goals closer, in fact […]
Crisis In China?
The Chinese economy is already slowing down, its stock market is crashing, its currency sinking and authorities are cracking down on leverage. And on top of that the US has […]
A Chinese Lost Decade?
The Chinese economy is facing three secular headwinds that conspire to slow its economic growth considerably. Demographics are turning from a tailwind to a headwind and diminishing returns of the […]
What China Can Teach Us About Economic Growth
After the enactment of US tax cuts supposedly comes infrastructure spending. As experiences go, the latter is likely to be a bigger booster for economic growth. While the US economy […]
How To Navigate These Dangerous Markets | Seeking Alpha
The markets are extremely dangerous territory right now. It is all about China: The risks of a substantial yuan devaluation are considerable, but not necessarily imminent. This means that the […]
Epic Chinese credit bubble
Overall credit has jumped from $9 trillion to $23 trillion since the Lehman crisis. “They have replicated the entire US commercial banking system in five years,” she said. Chinese credit […]
Chinese economy rebalancing
These challenges can be distilled into one statistic: household consumption accounts for only around 38 percent of China’s gross domestic product. via Chinese economy rebalancing.