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Recent Posts
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Yearly Archives: 2023
The Reshaping Of The Global Economic Order
US-China tensions are rewiring global trade, as the US seeks to reduce supply-chain reliance on geopolitical rivals and also source imports from closer to home. Mexico appeals on both counts—which is one reason it’s just overtaken China as the biggest supplier … Continue reading
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My 9/11 Story — The Day History Changed
It’s hard to believe it’s been twenty-two years. If you haven’t journaled your story, what are you waiting for? Repost of a Repost of a Repost a Post Originally Posted on September 11, 2018 It was early August 2001 when … Continue reading
Can The U.S. and China Avoid the Thucydides’s Trap?
The world’s liberal geopolitical order led by the United States, which has driven the global economy for more than 70 years, is now under severe stress. Based on rules-based international cooperation, the post-war order ushered in decades of relative peace … Continue reading
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Foreign Central Banks Continue To Sell Treasuries
Today’s release of the U.S. Treasury International Capital (TIC) flows data highlights a continued trend of foreign central banks reducing their holdings of U.S. notes and bonds, albeit at a notably decelerated pace. Between June ’22 and June ’23, foreign … Continue reading
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Nonlinear Thinking: EV Charging Roads
Stunning. Not far from the electric trolley buses with motors powered by electricity from overhead wires that I used to ride to work in San Francisco.
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Global Macro Monitor 