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Category Archives: Uncategorized
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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U.S. Budget Deficit: July Data
The Treasury released the latest budget data earlier today, which shows the 12-month rolling deficit at $2.3 trillion or 8.4 percent of GDP. We are confused as to how many are worried about the deficit coming in at 6 percent … Continue reading
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