The Yuan also rises
Reflecting global reach, credibility of national governance and economic dominance, currency convertibility can be facilitated in practice but cannot be summoned by diktat; trust will be earned in the long haul
Trade Geopolitics
Tariff Folly - a Sense of Purpose...
Tariffs are supposed to set the U.S. economy on a virtuous growth path - Now comes the hard part of convincing America's business to make long-term commitments, to re-industrialize and to allocate the considerable financial resources to do so
Mexico - Maquiladoras and the Future of the Automotive Industry
Free trade agreements between Mexico, Canada and the US (NAFTA since 1994 replaced by USMCA in 2020) reshaped economic relations across the continent - Who will step through the open door to US markets next ? and what industry is first in line ?
EVs in Demand - a Whirlwind
Rising relentlessly, EV sales on China's domestic market will be butting heads in 2023 with European demand prodded by environmental concerns, energizing the global supply chain, a challenge and a lifetime opportunity for China's battery- and car-makers
Globalization, China and Trade Imbalance
The Chinese trade surplus in manufacturing goods is, at $2 trillion, unfathomably large....and growing fast....a death knell of globalization as we knew it, which might finally stir the international order into action ...
Much ado about nothing ?
Romantic principles have a way of stirring emotion and of nursing frustration, and Mr. Johnson delivered a consummate appeal in the court of public opinion. From dream to reality, wake-up calls are hard to make
