Unravelling Trump

China isn’t blinking on tariffs; inflation and recession loom globally. The US has three choices moving forward, all extremely tricky, while Beijing waits and reacts, fighting a trade guerrilla. Over the past week, US officials have stated that talks with China on tariffs have begun, only for Beijing to deny it each time. The Trump […]

China’s Military Gamble?

Is Beijing running a risky bet? If tariffs work for the US, its economy could implode. It might think a war could change things. Xi’s internal enemies may push for it, hoping for a reshuffle China has doubled down against US tariffs, apparently wagering that two outcomes will emerge: first, that the world will unite […]

China’s Unsustainable Surplus

Beijing is operating a trade model that could bust China and the rest of the world, either now or in the coming years. A vital party plenum in July might address the issue, but how? The Future In 2032, Wall Street crashed, and the dollar collapsed. The US trade deficit with China had ballooned to […]