1. are Tariffs the only answer to China surpluses and everyone else's deficits.
2.What are China's booming exports telling us about future export demand.
3. Is shins really refocusing stimulus on creating consumer demand.
4. US job creation - how does this change the Fed's playbook.
5. US Sanctions on Russian energy - what will be the effect on oil markets, shipping and the dark fleet. why was it not done sooner? How does it affect Putin's ability to finance the war?
6. Biden's latest sanctions of China tech- another step in the geopolitical division of the world
.