Understanding the USA
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
Katharine Moody despairs for several groups following the US presidential election, and at the moral bankruptcy of the 'MAGA' movement
8th Nov 24, 11:50am
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Katharine Moody despairs for several groups following the US presidential election, and at the moral bankruptcy of the 'MAGA' movement
Angela Huyue Zhang warns that if the US doubles down on aggressive policies, it risks becoming defined by what it opposes
7th Nov 24, 9:18am
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Angela Huyue Zhang warns that if the US doubles down on aggressive policies, it risks becoming defined by what it opposes
Stephen Roach laments that facts - especially about China - are in short supply as the US presidential race tightens
29th Oct 24, 9:50am
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Stephen Roach laments that facts - especially about China - are in short supply as the US presidential race tightens
Joseph Stiglitz highlights four inflation risks if there is another US Trump Administration, explains what US Republicans get wrong about freedom, identifies the principles that should guide a post-neoliberal agenda, & more
3rd Aug 24, 10:41am
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Joseph Stiglitz highlights four inflation risks if there is another US Trump Administration, explains what US Republicans get wrong about freedom, identifies the principles that should guide a post-neoliberal agenda, & more
Michael Strain argues that the US Fed declaring victory over inflation, while tempting, would be to misread current economic conditions
20th Jul 24, 9:37am
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Michael Strain argues that the US Fed declaring victory over inflation, while tempting, would be to misread current economic conditions
Kenneth Jacobs considers the implications of a US Supreme Court decision that will hobble federal rulemaking and unleash a wave of litigation
17th Jul 24, 10:19am
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Kenneth Jacobs considers the implications of a US Supreme Court decision that will hobble federal rulemaking and unleash a wave of litigation
Trade expert Stephen Jacobi says the US presidential election is a ‘Sword of Damocles’ threatening the global economy and could seriously harm New Zealand’s exports
12th Jul 24, 1:29pm
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Trade expert Stephen Jacobi says the US presidential election is a ‘Sword of Damocles’ threatening the global economy and could seriously harm New Zealand’s exports
Kenneth Rogoff warns that, despite what many in policy circles may think, economic decoupling is not a viable option
9th Jul 24, 11:03am
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Kenneth Rogoff warns that, despite what many in policy circles may think, economic decoupling is not a viable option
MFAT reviews the American economy, one where our trade is rising. With 16% growth in 2023, the US was New Zealand’s fastest growing major market
8th Jun 24, 9:20am
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MFAT reviews the American economy, one where our trade is rising. With 16% growth in 2023, the US was New Zealand’s fastest growing major market
Stephen Roach warns that America's tariffs against some Chinese goods raise the risk of a catastrophic superpower conflict
2nd Jun 24, 12:02pm
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Stephen Roach warns that America's tariffs against some Chinese goods raise the risk of a catastrophic superpower conflict
David Mahon assesses trade and geopolitical tensions between China and the US, and says New Zealand risks destroying 50 years of balanced, non-allied status in the Asia-Pacific
21st May 24, 10:55am
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David Mahon assesses trade and geopolitical tensions between China and the US, and says New Zealand risks destroying 50 years of balanced, non-allied status in the Asia-Pacific