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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
This is a useful table, and shows the revealed preference by the govt for stability, and to keep the current policy structure essentially on track. I don’t think many or any thought different. That said, there are a few things to underscore 1/4
Profound. No plan is unchanged by war, and all predictions are rendered wafer thin. Bowen’s priceless insight.. https://t.co/h4FDPyZ6Y4
'For now, though, this serves as another warning sign to US authorities that their haven status is in peril'. I don't think this is any more right now than it was a year ago in other circumstances, or before that....
Trump's IEEPA tariffs are illegal, as per the SC, and he's going to have to work with Congress and subject to the law now to sustain the tariff regime in various other ways. Or go back to court. China and...
A short op on what’s going on under the hood in China’s $20 trn economic paradox with the 15th FYP due next month. No five-year plan will solve the paradox of China’s economy https://t.co/uCtAPYrW7A
