US Dollar
Key Takeaways From Our Recent Trip to Beijing
Two things are clear from a recent visit to the China capital. First, there is no sign that deflation is…
Analysis of the Ongoing China-US Trade Talks
The recently concluded US trade deals with Japan and Europe, or perhaps it should be said reportedly agreed, are a…
Stablecoins, Bonds & Hyperscalers Oh My!
The US stock market has continued to rally even as the tariff threat lingers. Investors continue to bet on the…
Global Equities Are Breaking Out, Should You Chase?
This writer is not a chart watcher by trade. But it is not necessary to be a technical analyst to…
What is the Right Tariff Rate for China?
The IMF-World Bank Spring meeting talking shop in Washington in late April served a highly useful function. It provided the…
Why The Time Has Come to Overweight International Stocks
Whatever the exact trigger, the extraordinarily recent sharp appreciation of Taiwan’s currency, the NT dollar, is perhaps the clearest signal…
US or China – Who has the Stronger Negotiating Position in Trade Talks?
The base case here remains that the US has no leverage over China on the tariff issue, as previously discussed…
The Financial Assets Most at Risk From Trump’s “Bull in a China Shop” Strategy
The 47th president has continued to behave like the proverbial bull in a China shop. This is fundamentally bad for…
China Needs America Less Than You Think
Faced with The Donald Trump-triggered tariff war in recent weeks, China has become more focused on stabilizing domestic demand even…