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Monthly Archives: August 2024
China’s Overcapacity Problem
With electric vehicles, for instance, carmakers in Europe are already facing stiff competition from cheap Chinese imports. Factories in this and other emerging technology sectors in the West may close or, worse, never get built. – Foreign Affairs China’s economic … Continue reading
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The Great China Credit Contraction
China’s collapse in foreign lending has contributed to a world of hurt and burdensome debt. China also lent more than $1 trillion abroad, largely for infrastructure projects to be built by Chinese companies under its Belt and Road Initiative. Over … Continue reading
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Annual Consumer Price Inflation Below 3%
The Consumer Price Index for All Urban Consumers (CPI-U) rose by 0.2% in July on a seasonally adjusted basis, reversing the 0.1% decline in June. The annual increase was 2.9%, the smallest since March 2021. The shelter index was the … Continue reading
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Global Supply Chain Showing Slack
The latest release from S&P Global regarding the GEP Global Supply Chain Volatility Index for July underscores a marked decrease in supplier capacity utilization, falling to a four-month low not observed since April. This downturn indicates an alleviation of strains … Continue reading
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