Understanding the USA
Nouriel Roubini argues that in the US at least, rising bond yields partly reflect credit demand and potential future growth
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Nouriel Roubini argues that in the US at least, rising bond yields partly reflect credit demand and potential future growth
Michael Strain challenges the widespread US view that their normalisation of trade relations caused large US manufacturing job losses
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Michael Strain challenges the widespread US view that their normalisation of trade relations caused large US manufacturing job losses
Kelly Stonelake implores policymakers to target the addictive and toxic features of social media platforms, rather than restricting access
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Kelly Stonelake implores policymakers to target the addictive and toxic features of social media platforms, rather than restricting access
Joschka Fischer is under no illusion about the challenge that China could pose to America's position in the 21st century
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Joschka Fischer is under no illusion about the challenge that China could pose to America's position in the 21st century
Nouriel Roubini explains why 1970s-style oil-supply disruptions no longer generate 1970s-style economic and market effects
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Nouriel Roubini explains why 1970s-style oil-supply disruptions no longer generate 1970s-style economic and market effects
Joseph Davis expects AI technology to resemble electricity, benefiting the users more than the providers
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Joseph Davis expects AI technology to resemble electricity, benefiting the users more than the providers
Stephen Roach laments that the Chinese government has paid little more than lip service to its greatest macroeconomic challenge
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Stephen Roach laments that the Chinese government has paid little more than lip service to its greatest macroeconomic challenge
[updated]
American officials twist their laws to find another way to impose tariffs after dodgy 'investigation'
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American officials twist their laws to find another way to impose tariffs after dodgy 'investigation'
Stephen Roach thinks Xi Jinping's heirarachy of ultimatums, with Taiwan now firmly at the top, is sending mixed signals
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Stephen Roach thinks Xi Jinping's heirarachy of ultimatums, with Taiwan now firmly at the top, is sending mixed signals
Mohammad Reza Farzanegan explains how volatility creates distorted incentive that makes escalation more profitable than peace
Mohammad Reza Farzanegan explains how volatility creates distorted incentive that makes escalation more profitable than peace
Channing Lee thinks Taiwan's role in global value and supply chains offers an under-appreciated form of resilience
Channing Lee thinks Taiwan's role in global value and supply chains offers an under-appreciated form of resilience
Shang-Jin Wei explains how last week's meeting between the Chinese and US presidents could improve the global outlook
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Shang-Jin Wei explains how last week's meeting between the Chinese and US presidents could improve the global outlook
Nicolas Jabko thinks US central bankers can no longer count on a deep well of conservative support for their independence
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Nicolas Jabko thinks US central bankers can no longer count on a deep well of conservative support for their independence
Shlomo Ben-Ami envisions a less stable, more fragmented future, with China benefiting from declining faith in the US
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Shlomo Ben-Ami envisions a less stable, more fragmented future, with China benefiting from declining faith in the US
Kaushik Basu warns that the Trump administration's recklessness is jeopardising the greenback's global primacy
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Kaushik Basu warns that the Trump administration's recklessness is jeopardising the greenback's global primacy