Boeing is one of the major US corporate interests for which China remains a key market. @MacroPoloChina @neilthomas123 macropolo.org/analysis/boein… https://t.co/O574kErNfs

$5trn electronics industry ultimately depends on chip Industry Choke Points The industry’s biggest companies are siloed in just a few countries and a cluster of

One of basic constraints on Chinese household consumption is that there is no substantial mechanism for distributing income to lower income or precarious households. @Brad_Setser