Global Trade
115 Threads
When reading predictions on the collapse of dollar hegemony, it can be hard to grasp what it means in material terms: The USD is going to begin to sink to its true value. But wha...
As the world is preoccupied with Hunter Biden's... interesting... pictures. Chaos in this relatively unheard of nation has the chance to significantly disrupt 80% of global trade...
Deindustrializing Europe into a sink for almost exclusively foreign-made goods will structurally raise unemployment. It’ll also leave the EU with limited financial and strategic in...
1/8 More trade is generally a good thing for the world economy unless what drives it are policies that achieve "international competitiveness" mainly by directly or indirectly supp...
1/9 "For almost three decades, the World Trade Organization has been lowering barriers to trade and smoothing the path of globalisation." But it pretty clearly isn't accomplishing...
1/4 When food is priced in the local currencies of poor countries that are not oil exporters, and food importers, prices are rising a lot more than what we see in dollars. It was...
Reserve Bank of India FY22 Annual Report Notes. A Thread 🧵👇 (RT if beneficial) https://t.co/dkoXT9ET3A
“The Chinese Dragon🐉 is unable to feed its babies” China’s job market is burning right now & once again Real Estate is the Real enemy. Is it over for China🇨🇳? Let’s find out in...
1/ China, "the factory for the world", faces a grim job market, while the US, massive net importer and consumer, has a booming job market. I will explore this in this thread. How...
1/6 CEO Marc Jeffrey Rowan during Apollo's February investor meeting: "Our market sometimes loses sight of what's in short supply. Capital as a general matter is plentiful, and it...
Good morning - shall we talk about regional trade & global demand & China zero Covid?
This wasn't cracked, so here we are. Buckle up. Picture 1/ Flag of VOC. In the early 17th century, when a weaver in Mughal Bengal made muslin, chances are it ended up in the roya...
It is no secret that Africa is Europe's dumping ground. What they deem unfit for their citizens should be more than enough for us. This rhetoric is evident even with the kind of bu...
LOL. On this KFC story. I tried to supply potatoes (like any Meru would 😂) to KFC when they started up in Kenya in 2011! 😂. Halfway in, I was fed up of Kenya and the govt, but ve...
Let's put this China PPI of 9.5%YoY and US CPI of 5.4% & the Fed together. You know that China PPI is divorced from its domestic CPI (weak demand = can't pass on higher input cost...
Good morning!!! How are you? The dollar is rising again thanks to the US Senate passing the USD1trn infra bill & a sad ZEW (basically expectation survey by Germany went south), and...
1/n A classic economic model of the world assumes demand and supply as the two parameters that determine pricing. Well, here we talk about the third leg that is causing havoc in gl...
Good morning: Some good news from Singapore regarding trade in December (China had that last week). Today is China data dump (comes out in 17 mins) and GDP (lagging indicator) shou...
It would be better for the world to distribute the production of goods to all countries, which would facilitate the process of capturing carbon from the air, unlike what would be t...
