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Edited by David P. Goldman and Uwe Parpart

US think tank warns export controls will damage American chipmakers

Robert Atkinson, president of the Information Technology & Innovation Foundation, warned in a July 12 report that “export controls shrink the global markets US semiconductors…

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

Gold and TIPS have a similar portfolio function, to hedge against unexpected inflation or dollar depreciation. The trouble is that buying inflation insurance from the…

Ukraine may be running out of people

A former top US military intelligence officer writes in a limited-circulation report: We don’t know what the real numbers are on either side; casualties don’t…

Deeply reported news, expert analysis and distinctive opinion that move markets

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Yuan internationalization drive hits a local speed bump

by William Pesek

US tech giants reviving Japan’s cutting edge

by Scott Foster

Trump plan to devalue dollar a gift to China

by William Pesek

US Navy can’t hide its flagging fleet

by Gabriel Honrada

Iran-Israel explosion blows Asia’s Fed hopes asunder

by William Pesek

An indispensable risk-management and opportunity-identification tool

Trump returns and China’s market turns

January 24, 2024

THIS WEEK’S EDITION INCLUDES:
• The Trumpman cometh
• Xi Jinping wants you to buy Chinese stocks
• Russia-Ukraine: The attribution continues
• China pays a price for technological independence
Read More

An indispensable risk-management and opportunity-identification tool

Trump returns and China’s market turns

January 24, 2024

THIS WEEK’S EDITION INCLUDES:
• The Trumpman cometh
• Xi Jinping wants you to buy Chinese stocks
• Russia-Ukraine: The attribution continues
• China pays a price for technological independence
Read More