China: No Pushover! Investment Conclusion I would not be in any hurry to participate in the current market rally in equities, bonds or the US$. The US equity market today tells us the world is only 9% worse off than when President Trump took office and as... Read More
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20 Apr 25
On a Train in China
#Tariffs#China Stimulus#US-China Trade War#People's Bank of China (PBoC)#US-China Trade Relations#PBoC (People's Bank of China)#China Renminbi#Economy (China)#US-China#Trump's 100 Policy Blitz.China GDP#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
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... Read More
15 Apr 25
The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction)
#Trump Policy#Trade Wars#US-China Trade War#Trump Administration#Donald Trump#Trade War#Trump Tariffs.#EU-US Trade War#Trump - Putin Call#President Trump#Trump Tariffs and Treaty Destruction
The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction) Investment Conclusion The weaponisation of the global economy has a life cycle of its own. Economic Weaponisation is growing in lethality and sophistication. Weaponisation is shaping t... Read More
24 Feb 25
US Key Tariff Dates
#Tariffs#US-China Trade War#Trade War#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Remedial Tariffs#EU-US Trade War
Tariffs will continue to be a source of instability in markets. The McKinley Factor, (January 26, 2025) & The Anatomy of Exceptionalism , ( February 10, 2025) analysed the key role of tariffs in President Trump’s thinking and how this influenced how they were used. No need ... Read More
27 Sep 19
Aussie Dollar Doldrums
#China#Strategy Archive#Economy#Australia#GDP Growth#Domestic Demand#Unemployment#House Prices#RBA#Policy Rates#Trade Accounts#US-China Trade War
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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