EU/ECB’s lowflation problem is far worse than that of the US/Fed. BUT even US bond markets have never worried about January 15, 2021 EU/ECB’s lowflation problem is far worse than that of the US/Fed. BUT even US bond markets have never worried about more than 2.5% inflation in Read More
2020 left the metabolism of global trade in complete chaos. Surge in Chinese exports -> remarkable spike in container shipping January 15, 2021 2020 left the metabolism of global trade in complete chaos. Surge in Chinese exports -> remarkable spike in container shipping prices. @JeffWeniger @SoberLook https://t.co/kqvFYO2jSd Read More
China’s share of German exports surged from 1 to almost 8 percent over last 25 years = critical factor in January 15, 2021 China’s share of German exports surged from 1 to almost 8 percent over last 25 years = critical factor in Berlin’s China policy. @FT via Read More