Trump’s damage to alliances confirms democracy as decaying and creates opportunities for both Chins and Russia. PLUS……all about this week’s twin meetings Read More
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18 Feb 25
Divorce a l'Americain
#EU#Trump#Russia#Ukraine#Putin#Xi#Trump Policy#Grayzone Warfare#NATO#Trump Administration#Ukraine War#Europeans#President Putin#Liberal World Order#Lavrov#Ushakov#President Xi
Divorce a l'Americain The Liberal World Order and NATO are dead ducks. That opens the way for the Trump 2 Administration to hit Europe with very high (remedial/reciprocal) tariffs in April. Trump has no need for Europeans to help him with Ukraine. The EM... Read More
13 Dec 24
Update: China CEWC & Korea in Limbo & France in a hell of its own making.
Update China: CEWC: most of the statement is reiteration of previous stimulus packages. No new initiatives. No new money - in fact financing of the already announced interventions to stabilise the real estate market was omitted altogether.. Three shifts in langu... Read More
19 Nov 24
Mini Podcast on Macro
#World#Trade#Geo-economics#Geostrategy#Protectionism#Sanctions#Industrial Raw Materials#Politics#China#US Election#Trump#Geopolitics#Volatility#Yen#ECB#Global Outlook#China Real Estate#JGBs#China Stimulus#Xi#Biden
The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China... Read More
24 Jun 23
Russian Coup
#Politics#China#Russia#Ukraine#Putin#Moscow#Xi#Biden#Coup#Strategy Archive#USA#Military#Wagner Group#Crimea#Shoigu#Gerasimov
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
30 Jun 19
Xi Versus Trump - China Wins On Points
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
15 Jan 19
China - Winter Woes And Unknown Unknowns
#Finance#China#Trump#Monetary Policy#Xi#Strategy Archive#GDP#Fiscal Policy#US-China Relations#Consumer Spending#PBoC (People's Bank of China)#Trade War#Domestic Confidence#Private Sector Investment#Tax Cuts#Stimulus Packages#Unknown Unknowns#SOEs (State-Owned Enterprises).
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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