Tag: RMB

World War III?

Could World War III be around the corner? It very well could be. Why? Look no further than the U.S. Dollar. Is the U.S. arming Ukraine simply to piss off Putin? No. Is the U.S. arming Ukraine as a result of lobbying efforts by Government contractors such as Lockheed Martin (LMT) and Northrop Grumman (NOC)? … Continue reading World War III? →

China Is Easing

China is cutting rates again in an effort to bolster the local economy which has slowed due to COVID lockdowns and the bursting of the local property bubble. We touch on a few near-term implications of this slowdown. More importantly, from a strategic perspective China's easing will likely result in the U.S. expanding its trade … Continue reading China Is Easing →

U.S. Trade Deficit With China To Explode

We recently wrote about the Biden Administration's $2.3 Trillion Green New Deal. Government spending programs like these will disproportionately increase U.S. imports from China given that the U.S. manufactures little in the way of finished goods while China has solidified its position as the "world's manufacturer". We depict the U.S. trade deficit with China below. … Continue reading U.S. Trade Deficit With China To Explode →