Author Archives: macromon

Why China Is Winning the EV War | Vox

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Mr. Market’s Gift To The VEEP – Lower Gas Prices

President Biden’s top aide wakes up almost every morning at around 3:30 a.m. in his suburban Maryland home, rolls over in bed and pulls out his iPhone to check a number critical to the fate of the presidency. The information … Continue reading

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Global Risk Monitor: Week In Review – September 6

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No Red or Green Light for the Fed | Larry Summers

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Global Risk Monitor: Week In Review – August 30

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Chaos Theory & The Butterfly Effect | BBC

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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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Why Is the Japanese Yen So Volatile? | Bloomberg

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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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Weekly Stock Performance Heat Map

Check out the big moves…

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