Rare Earth Reserves Are Not A Trade War Gamechanger.
Why:
1. There are plenty. The US has more than 140 years of its annual consumption in domestic reserves and can use alternative sources, benefitting other emerging market economies. Continue reading Rare Earths Are No Weapon In A Trade War
With the first quarter earnings´season almost over, we can say that the risk of an imminent earnings recession is far greater than what is discounted by an optimistic market. Continue reading Earnings recession ahead?
In this fifth episode of my video-blog, we discuss the mistake of believing GDP as the key driver of economic growth, as it is not difficult to inflate via debt. Continue reading The Mistakes of Using GDP As Main Economic Driver. World Economics Episode 5
We have been alerting for months about the excessively optimistic expectations on the possible trade agreement between China and the US.