September 14, 2024
Reversing globalization would massively derate US assets, dislocating the professional class for re-industrialization that won’t work
April 15, 2024
Chinese ‘overcapacity’ grousing more Western solipsism while Global South needs China’s exports to resolve US-caused Lucas paradox
April 1, 2024
Economists may not see it yet in the numbers but for foodies, shoppers and travelers China is consumption heaven on earth
February 19, 2024
As the threat of deflation stalks China’s economy, the China-watching herd has resurfaced an old question from the rotation: Is China turning Japanese? The well-known script,...