Events this week speeds up even beyond the lightening pace of last week and it’s not going in a good direction, boys and girls. The word decoupling doesn’t seem to do justice any more to the... Read more
We’re speeding ever faster towards something, it’s not clear what, but the current trajectory of macro events is not conducive to happy times and peaceful nights. The list of issues that are... Read more
The great debate is about whether or not globalization is at an end, and how far decoupling will or can go, and there has been a slew of material to consider over the past couple of weeks. O... Read more
The scenarios for how the pandemic is going to change the world and how China fits into it are diverging sharply, and you can take your pick. China is going to emerge the clear winner, China... Read more
