Commentary Stagflation is the combination of slow or falling economic output plus high inflation. For nearly two years, we’ve been stuck in this pattern and it still feels confusing. Prices for many items like cars and homes have whipsawed around in strange ways, up one month and down the next only to repeat the pattern….
5 Principles of Stagflation
December 8, 2022
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AnalysisBusiness & MarketsBusiness ColumnistseconomicsinflationOpinionrecessionstagflationU.S. economy
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Should International Corporations Split Up?
Commentary It’s probably a question that isn’t being asked enough: should multinational corporations divest themselves into smaller regionally or nationally aligned entities better suited to tackle local geopolitical and economic challenges? Global banking giant HSBC Holdings PLC is under pressure from its largest shareholder to do exactly that. Ping An, the Chinese insurer and HSBC’s…
China Trade Restrictions Are Necessary for National Defense
Commentary Torpedoing China’s economy will cripple its military development, decreasing the threat to the United States and Taiwan. Gutting a country’s economy will hamper its ability to develop new technologies or purchase advanced weapons. This is why U.S. trade and investment restrictions on China are not just a matter of economics, but also one of…
Will a Dollar Decline Be Good for Stocks?—Part 1
Commentary Will a dollar decline be good for stocks? It is an interesting question, given that during 2022 there was a significant non-correlation between the dollar and the stock market. The strong dollar rally was something I suggested could be a problem for stocks, given what happened in 2020. It was a running debate with…
Apple’s China Contortions
December 5, 2022
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airdropappleBusiness & MarketsBusiness ColumnistsiPhoneOpinionprotestersrestrictThinking About China
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Commentary China has supposedly been good to Apple. A compliant workforce. Cheap wages. A mass market and unified regulatory structure. All fueled Apple’s explosive profits. Approximately 16 percent of smartphone shipments in China, the world’s biggest market for the technology, are iPhones. So when Beijing says jump, Apple jumps. The company is now limiting its…
The Debt Ceiling Is the Hammer
December 5, 2022
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Business & MarketsBusiness Columnistsdebt ceilingdeficit spendingOpinionpublic debtThinking About Chinaus treasury
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Commentary America’s public debt is now over $31.3 trillion! Watch the U.S. debt clock increase in real-time (here) and be shocked and amazed at how fast the debt is increasing. As the U.S. Treasury Department reported, “the national debt ($31.35 T) is the total amount of outstanding borrowing by the U.S. Federal Government accumulated over…
Beijing Can No Longer Skirt the SEC Regulations
December 2, 2022
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Business & MarketsBusiness ColumnistsChinaChinese CompaniesdelistingOpinionThinking About ChinaU.S. Securities and Exchange Commission
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Commentary The days of a double standard for China are ending. Chinese companies will no longer be able to skirt Securities and Exchange Commission (SEC) audit rules and take advantage of American investors. There are over 250 Chinese companies listed on U.S. securities exchanges, with a combined value of over $1 trillion. They have been…
November Jobs Prints Well Above Expectations, So Fed Policy Is a Toss-Up
December 2, 2022
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Business & MarketsBusiness Columnistseconomic policieseconomyinflationjobsnovemberPolicies & ImpactsUS
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Commentary The November jobs report showed that the economy added 263,000 new jobs, considerably better than the consensus estimate of 200,000 jobs. This morning’s print is 21,000 fewer jobs than were created in October 2022 and 384,000 fewer jobs than were created in the COVID recovery period of 2021. Net revisions for August and September added another 29,000 net new jobs. (It is…
Hiring Is Poised to Weaken
Commentary The debate over the state of the economy has quieted. With the midterm elections done, the side claiming that a recession had already begun has less need to make its case, while the other side has less need to refute it. But if the politically obsessed have turned away from such matters, economics still…
US Restrictions Will Slow China’s Military Development
December 1, 2022
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american technologyBusiness & MarketsBusiness ColumnistsCCPChinamilitary-civil fusion (MCF)OpiniontheftThinking About China
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Commentary Washington is intensifying restrictions on U.S. investments in China and Chinese investments in the United States. One of the primary reasons for these restrictions is China’s aggressive policy called military-civil fusion (MCF). Beijing depends on MCF to expedite China’s development of advanced technology and weapons through the cooperation of private companies and government entities….
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