bg
Blogs

Geo-Graphics

A graphical take on geoeconomics.

Latest Post

CFR Mini Mac Index Shows U.S. Dollar Falling, Other Safe Havens Soaring, Amid Pandemic

  Read More

United States
Biden v. Trump on Growth: What the Market Thinks
In his October debate with Joe Biden, Donald Trump predicted that the stock market would crash if his rival were elected. Instead, the S&P500 index has, since the election, soared by more than 14…
China
92 Percent of Trump’s China Tariff Proceeds Has Gone to Bail Out Angry Farmers
“China” is “paying billions and billions of dollars” on U.S. tariffs, President Trump said in his debate with Joe Biden on October 22. “And you know who got the money? Our farmers. Our great farm…
United States
Why the Fed Bond Binge Will Boost Inflation
After the 2008 financial crisis, it took five years of quantitative easing (QE) for the Fed’s balance sheet to grow $1.8 trillion. This year, once the pandemic began, it took less than five month…
  • China
    China, a Major World Bank Borrower and Competitor, Must Stop Sheltering BRI Debt from G20 Standstill
    As we explained in Foreign Affairs on April 27, China is trying quietly to exempt its massive Belt and Road Initiative (BRI) infrastructure loans to poor countries from its agreement to participa…
  • United States
    Why the Fed’s Bazooka Will Not Stop a Wave of Corporate Defaults
      Acknowledging the enormous threat to jobs and incomes posed by the coronavirus epidemic, the Federal Reserve on March 23 pledged to use “its full range of authorities to provide powerful sup…
  • Asia
    CFR Mini Mac Index Suggests ‘Currency Manipulation’ Charges Trumped Up
    The “law of one price” holds that identical goods should trade for the same price in an efficient market. But how well does it actually hold internationally? The Economist magazine’s Big Mac Index us…
  • China
    As Trade War Drags On, China Revs Up Its Bad-Debt Machine
    U.S. tariffs cost China about $35 billion in export receipts for the first half of this year, and—even if so-called Phase One talks succeed—are set to continue sapping revenues well into 2020. Me…
  • China
    China’s “Massive” Trade Offer Leaves U.S. Farmers $7 Billion Worse Off
    President Trump has been talking up the “massive” trade deal he expects to sign with President Xi in November. China, he said, will soon be “buying much more farm products than anybody thought po…
  • Economics
    Housing Market Points to Recession By Election Day
    Looking back at the years preceding the 2008 financial crisis, a critical warning sign was the surging gap between the growth in home prices and household income—as can be seen in the main graphi…
  • China
    Trump’s Trade War Puts “Belt and Road First”
    When he began slapping tariffs on Chinese exports last summer, President Trump said his actions would bring down America’s trade deficit. China, however, has retaliated by pressuring its firms to…