Tension in the Sandpile By John Mauldin I’ve been writing about tariffs for a couple of months now, focusing mostly on the macroeconom...
martes, 13 de mayo de 2025
CHINESE MILITARY EXERCISES FORESHADOW A BLOCKADE OF TAIWAN / THE ECONOMIST
A darker shade of grey zone Chinese military exercises foreshadow a blockade of Taiwan The Trump administration’s fickleness is adding to th...
HOW CHINA IS QUIETLY DIVERSIFYING FROM U.S. TREASURIES / THE FINANCIAL TIMES BIG READ
How China is quietly diversifying from US Treasuries As investors become increasingly anxious about US government bonds, Chinese officials a...
WHY IS TRUMP UNILATERALLY DISMANTLING U.S. DEFENSES? / PROJECT SYNDICATE
Why Is Trump Unilaterally Dismantling US Defenses? While the Trump administration is entitled to reorganize the bureaucracy within the param...
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