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Author Archives: David P. Goldman

Posted inAT+

So-called China deflation is good news for profits

by David P. Goldman February 8, 2024February 10, 2024
Posted inChina

Mike Pompeo’s four China mistakes in one sentence

by David P. Goldman January 31, 2024February 3, 2024
Posted inArtificial intelligence

AI apocalypse too soon

by David P. Goldman January 20, 2024January 23, 2024
Posted inAnalysis

Taiwan risk assets to rally over election results

by David P. Goldman January 15, 2024January 16, 2024
Posted inUS economy

There’s both more and less US inflation than meets the eye

by David P. Goldman January 12, 2024January 15, 2024
Posted inAT+

Shrinking US CapEx makes re-shoring a charade

by David P. Goldman November 30, 2023December 1, 2023
Posted inUS-China competition

Xi holds four aces as he meets Biden 

by David P. Goldman November 11, 2023November 14, 2023
Posted inChina

China’s imperial model and the Muslim World

by David P. Goldman November 4, 2023November 8, 2023
Posted inAT+

US at grave risk of China tech war retaliation

by David P. Goldman September 16, 2023September 19, 2023
Posted inAT+

US consumer bust shrinks world trade

by David P. Goldman August 28, 2023August 29, 2023
Posted inAT+

CBDCs are the future of global money

by David P. Goldman August 24, 2023August 25, 2023
Posted inAT+

The China contagion that never was

by David P. Goldman August 19, 2023August 22, 2023
Posted inAT+

Property shakeout Beijing’s tool to fight fiefdoms

by David P. Goldman August 18, 2023August 21, 2023
Posted inAT+

World trade tumbles into recession

by David P. Goldman August 10, 2023August 12, 2023
Posted inAT+

Will AI make carbon emissions tradable?

by David P. Goldman July 25, 2023July 26, 2023
Posted inRealpolitik

US think tank warns export controls will damage American chipmakers

by David P. Goldman July 21, 2023July 22, 2023
Posted inRealpolitik

Gold’s divergence from Treasury Inflation-Protected Securities at a record

by David P. Goldman July 21, 2023July 21, 2023
Posted inRealpolitik

Ukraine may be running out of people

by David P. Goldman July 20, 2023July 21, 2023
Posted inRealpolitik

Reviving private investment key to China’s growth: economist Liu Yuanchun

by David P. Goldman July 20, 2023July 21, 2023
Posted inRealpolitik

China exports shift south

by David P. Goldman July 19, 2023July 21, 2023
Posted inUncategorized

China will focus on supply-side tech policy at Politburo meeting

by David P. Goldman July 19, 2023July 21, 2023
Posted inRealpolitik

Telecom equipment stocks plunge in West, surge in China

by David P. Goldman July 19, 2023July 21, 2023
Posted inRealpolitik

Boom or boomlet in US manufacturing investment?

by David P. Goldman June 20, 2023July 29, 2023
Posted inAT+

US reliance on China’s capital goods rules out decoupling

by David P. Goldman June 18, 2023June 20, 2023
Posted inRealpolitik

ATACMS no game-changer in Ukraine

by David P. Goldman June 11, 2023June 12, 2023
Posted inRealpolitik

Ukraine plays “Light Brigade” with British advice

by David P. Goldman June 10, 2023June 11, 2023
Posted inChina-Europe

The G7 anti-China façade shows cracks in Europe

by David P. Goldman June 9, 2023June 12, 2023
Posted inRealpolitik

Kissinger: Bring Ukraine into NATO to stop them from acting alone

by David P. Goldman May 25, 2023May 27, 2023
Posted inRealpolitik

China’s high-class unemployment problem

by David P. Goldman May 25, 2023May 26, 2023
Posted inRealpolitik

Chinese, not Korean chipmakers will benefit from Micron ban

by David P. Goldman May 22, 2023May 23, 2023

Posts pagination

Newer posts 1 2 3 4 … 20 Older posts

RSS AT+ Premium stories

  • US reporter goes inside the House of Huawei
  • Trump assault on Fed autonomy has Asia on a razor’s edge
  • Trump losing leverage as China trade war fires duds
  • China’s gold hoarding: a bad omen for the dollar
  • China wins as Trump’s ‘Tariff Man’ act trashes Japan’s 2025
  • Is US dollar flirting with a ‘Liz Truss moment’ amid tariff chaos?
  • Marcos-Duterte clash upending Philippine economy, too 
  • Will China finally become a consumer powerhouse?
  • Trump vs Powell is the war that really matters
  • Hong Kong’s stablecoin moment eclipses dollar peg debate

Top trending stories

  • US Navy’s next-gen destroyer looking like a money pit
    US Navy’s next-gen destroyer looking like a money pit
  • Marcos leaves empty-handed in face-to-face with Trump
    Marcos leaves empty-handed in face-to-face with Trump
  • Anti-immigration backlash finally comes to Japan
    Anti-immigration backlash finally comes to Japan
  • Implausible deniability: China arming Russia, Pakistan, Iran
    Implausible deniability: China arming Russia, Pakistan, Iran
  • Confucian peace myth: East Asia minus US risks disaster
    Confucian peace myth: East Asia minus US risks disaster
  • To change or not to change in Xi's China
    To change or not to change in Xi's China
  • Is Taiwan doing enough to repel a Chinese invasion?
    Is Taiwan doing enough to repel a Chinese invasion?
  • China’s fifth-gen jets sharpen edge for drone swarm war
    China’s fifth-gen jets sharpen edge for drone swarm war
  • Trump-Japan deal cheers markets, but may be ephemeral
    Trump-Japan deal cheers markets, but may be ephemeral
  • Australia, Japan reluctant to commit to US-led Asian NATO
    Australia, Japan reluctant to commit to US-led Asian NATO

RSS Military & Security

  • US Navy’s next-gen destroyer looking like a money pit July 21, 2025
  • ​The digital escort fraud: another major Pentagon security failure July 21, 2025
  • US banking on cheap missiles to narrow China war gap July 19, 2025
  • Submarine delays are sinking the American edge in a Taiwan war July 17, 2025
  • Carrier crunch leaves US unprepared for a China fight July 16, 2025
  • Hegseth’s drone dominance policy needs offshore production help July 15, 2025
  • China unveils carrier power – but global reach remains elusive July 13, 2025

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  • US tech sanctions would shut down China’s semiconductor industry
  • Russia is taking massive casualties in Ukraine and will have to negotiate
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