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RT @JimPethokoukis: JPMORGAN this morning: "At this stage, it appears unlikely that we see a Biden victory overturned by conventional

November 10, 2020

RT @JimPethokoukis: JPMORGAN this morning: "At this stage, it appears unlikely that we see a Biden victory overturned by conventional
means…

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

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

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