Understanding the USA
Rabobank has a quick rundown on how the new sudden US tariffs will affect agri-exports, not only to the US, but also to our wider international trading partners
3rd Apr 25, 8:14pm
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Rabobank has a quick rundown on how the new sudden US tariffs will affect agri-exports, not only to the US, but also to our wider international trading partners
The world at the end of March is a very different place than in January, says David Skilling. And this is only the start of disruptive change in the global economic & geopolitical system
31st Mar 25, 10:03am
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The world at the end of March is a very different place than in January, says David Skilling. And this is only the start of disruptive change in the global economic & geopolitical system
Stephen Roach likens Donald Trump's reversal of America's global leadership role to a full-blown crisis, similar to Covid-19
26th Mar 25, 10:02am
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Stephen Roach likens Donald Trump's reversal of America's global leadership role to a full-blown crisis, similar to Covid-19
Viewing from Beijing, David Mahon says China will benefit from the realignment of the US’ trading partners and adversaries, but China’s rise and stability can only be ensured by deepening its domestic economic reforms
22nd Mar 25, 9:20am
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Viewing from Beijing, David Mahon says China will benefit from the realignment of the US’ trading partners and adversaries, but China’s rise and stability can only be ensured by deepening its domestic economic reforms
Stephen Roach shows how the US president's policies could create the very problems he falsely claims to be confronting
2nd Mar 25, 2:00pm
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Stephen Roach shows how the US president's policies could create the very problems he falsely claims to be confronting
Beyond the economic & political disruption in the US, David Skilling has identified ten recent developments around the world that provide insights on emerging global dynamics
8th Feb 25, 9:47am
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Beyond the economic & political disruption in the US, David Skilling has identified ten recent developments around the world that provide insights on emerging global dynamics
Angela Huyue Zhang says DeepSeek's disruption of the AI industry is about market, not great-power, competition
6th Feb 25, 1:00pm
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Angela Huyue Zhang says DeepSeek's disruption of the AI industry is about market, not great-power, competition
Stephen Roach points out that the new US 'External Revenue Service' would target their domestic importers, not foreign producers
25th Jan 25, 12:52pm
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Stephen Roach points out that the new US 'External Revenue Service' would target their domestic importers, not foreign producers
Angela Huyue Zhang thinks the US government's ban on the TikTok app has left it in an untenable position
20th Jan 25, 9:03am
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Angela Huyue Zhang thinks the US government's ban on the TikTok app has left it in an untenable position
Nouriel Roubini considers what the US president-elect's promised policy agenda will mean for growth, and inflation
2nd Jan 25, 9:36am
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Nouriel Roubini considers what the US president-elect's promised policy agenda will mean for growth, and inflation
David Skilling says there is high potential for economic and geopolitical disruption in 2025. These ten developments in December provide a sense of what to expect
24th Dec 24, 12:00pm
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David Skilling says there is high potential for economic and geopolitical disruption in 2025. These ten developments in December provide a sense of what to expect
Stephen Roach warns of misguided optimism about the state of China's economy and Donald Trump's tariff agenda
27th Nov 24, 12:23pm
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Stephen Roach warns of misguided optimism about the state of China's economy and Donald Trump's tariff agenda
Rabobank report says Trump’s second term set to create complex landscape for global food and agri trade
25th Nov 24, 11:54am
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Rabobank report says Trump’s second term set to create complex landscape for global food and agri trade
David Mahon reviews what is in store for China in the wake of the US election
14th Nov 24, 10:18am
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David Mahon reviews what is in store for China in the wake of the US election
Ross Stitt reports on how the Australian government is preparing for its relationship with the 'new' unmoored and vengeful Trump 2.0 Administration
9th Nov 24, 8:16am
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Ross Stitt reports on how the Australian government is preparing for its relationship with the 'new' unmoored and vengeful Trump 2.0 Administration