The China-US cold war is upon us. It is unfolding as expected, but the pace is now accelerating. It means…
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Trump’s ‘Phase 1’ trade deal isn’t the concrete base to build the 2020s on. It’s a short-term deal that fits…
Don’t look now, but actually Taiwan is doing very well out the US-China trade war. Despite that, all is not…
G20 bout resulted in no knock-out! We got a trade war truce, but we didn’t get any shift in the…
The most dangerous fights are the ones where both contenders have total confidence they will win. The US-China trade spat…
Expectations for easier US monetary policy are taking the wind from the dollar’s sails. These market changes reflect the worsening…
The breakdown of US/China trade talks and President Trump’s decision to add a further layer of tariff s on Chinese…
By a narrow probability, it is likely that the US-China trade talks can be saved. But only just. The complacency…
We think there will be several effects from a US-China trade deal. These span import substitution, from a probable increase in US sales to China, including technology imports which will actually make it easier for China to meet its “Made in China” goals.
