November 29, 2022
I was on CNBC’s PowerLunch on November 29, 2002, responding to questions about investor concerns over recent protest and whether China is an investable market. Take a listen here:
November 15, 2022
US producer prices (PPI – final demand) rose +0.2% m/m in October, less than expected. The index is up +8.0% from a year ago, but down noticeably from its peak of +11.7% in March. PPI is often seen as a leading indicator of where inflation is headed.
November 14, 2022
The critique of constructive US economic engagement (aka “globalization”) is that it enabled a stronger, more threatening China. But the very same approach also facilitated robust allies around the world, including Japan, S Korea, and Singapore. The critique of the Vietnam War was that active US intervention was doomed to fail and cost blood and […]