The war in Iran has elevated oil prices and shipping costs and added risks to China’s oil supply.
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The US Supreme Court has ruled against Trump’s IEEPA tariffs, but the Trump administration has been quick to pursue alternative paths.
In this chartbook, we walk you through the latest developments in the US-China relationship and offer our outlook.
The text of the deal reached in Busan has still not been released, and purchase commitments do not seem to be following the original timeline.
My outlook on China’s economy and stock market next year is more cautious than many people’s.
The power consumption of Sam Altman’s most ambitious data center plans would be hard for even China or the US to accommodate.
After the Busan deal, Beijing spent the early weeks of November rolling back actions targeting the US, but some measures remain.
A picture of a Huawei-centered network of companies spanning China’s chipmaking supply chain has come into focus.
In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.