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Plenum NotesU.S.-China
May 28, 2025

Congress Approaches China Cautiously

Lawmakers are approaching economic issues with caution, careful not to step on the White House’s toes.
Markets and FinancePlenum Notes
May 26, 2025

China Already Has a De Facto ZIRP

Many interest rates in China’s real economy are no higher than they were in the US during much of its ZIRP periods.

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May 22, 2025 in Plenum Notes, U.S.-China

Trump’s Global Huawei Ban

The US has revised its export controls and attempted to issue a worldwide ban on the use of some Huawei chips.
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May 19, 2025 in Markets and Finance, Plenum Notes, U.S.-China

Weathering the Tariff Storm

The Chinese economy held up okay in April despite triple-digit US tariffs, with exports and industrial production outperforming expectations.
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May 15, 2025 in Markets and Finance, Plenum Notes, Politics and Policy, U.S.-China

The Southeast Asia Tariff Puzzle

The dizzying escalation and de-escalation of tariffs has made Chinese companies’ decisions around offshoring production much more complicated.
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