Washington’s quixotic quest for GDP supremacy over China
While the Trump administration’s recently published National Defense Strategy (NDS) represents a significant realignment of US foreign policy…
China’s investment drop highlights property-driven pressures
China’s fixed asset investment (FAI) suffered a sharp setback in October, signalling renewed stress across the real economy…
US manufacturers face higher Chinese hurdles than soybean farmers
American soybean farmers aren’t alone in their dangerous overdependence on China. In a different way, so are many…
Kospi rally shows Trump’s trade war worries way overblown
South Korea’s stock market has just sent a powerful message to the world: global investors are adapting to…
Trade, Covid, rare earths and a real danger of global recession
China has prepared for a confrontation with the United States that ultimately could lead to a global financial…
Fed’s expected rates cut could reshape global markets
The latest data from the US labor market point to a structural weakening that will likely compel the…
Trump assuring yuan’s future global dominance
US President Donald Trump is doing his worst to undermine the dollar with tariffs, attacks on the Federal…