News Library
Showing All Results
China Spokesperson Statement on US Tariff Talks
China Spokesperson Statement on US Tariff Talks This is the statement (translated) this morning" “China has noted the repeated statements from senior US officials expressing a willingness to negotiate with China on tariff issues. At the same time, the US side has r…
CNBC Squawk Box - the Untimely Death of the Dollar & the Tragic Demise of US Exceptionalism
Why the US war on trade is fatal for US$ role as reserve currency and US Exceptionalism. What does this mean for US stocks & Treasuries?
RTHK: The Close with Carolyn Wright and Richard Harris
A great discussion on the power struggle between the US & China. Why China has escalation dominance. What it means for US assets, The European angle in new alliances with China?
Peter Lewis Money Talk: a lively discussion on the Trade War theme of who will suffer most and blink first: the US or China
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…
On a Train in China
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…
The Weaponisation of Economics - (Part 1: The Escalation Ladder Viewed from China)
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…
US - China Trade War - Re-Assessment of Damage and Possible Spillovers.
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…
US - China Trade War - Re-Assessment of Damage and Possible Spillovers.
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…