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December 13, 2018

China
Why Hasn't China Needed to Intervene More This Year?

The prospects for moving from a three month truce to a more durable ceasefire and eventual resolution of the current trade conflict with China have become a central focus of global markets. The is…

Why Hasn't China Needed to Intervene More This Year?

July 9, 2018

China
U.S.-China Trade War: How We Got Here

Background reading for the trade war with China.

Staff members set up Chinese and U.S. flags for a meeting between Chinese Transport Minister Li Xiaopeng and U.S. Secretary of Transportation Elaine Chao at the Ministry of Transport of China in Beijing, China April 27, 2018

May 3, 2018

China
The Rising Bilateral Deficit with China and the Negotiations Over China 2025

A short review of the March U.S. trade data and a lot of speculation about the arc of the Sino-American economic relationship in light of the non-negotiability of Made in China 2025.

The Rising Bilateral Deficit with China and the Negotiations Over China 2025

November 21, 2005

China
Keith Bradsher demolishes the myth that China is a great market for American goods

The money quote in Bradsher's article in last Friday's New York Times comes from Matthew Crabbe: "The only US-produced items that I can think exist in large quantities in China are dollars bi…

February 12, 2018

China
The Belt and Road Initiative Didn't Quite Live up to its Hype in 2017

China's balance of payments data doesn't show any material increase in the pace of offshore lending.

The Belt and Road Initiative Didn't Quite Live up to its Hype in 2017

December 22, 2017

Cybersecurity
Year in Review: Malware Attacks Impact Operations and the Bottom Line

2017 will be remembered as the year that cyber incidents started inflicting real economic losses on companies. 

REUTERS/Jonathan Ernst

May 30, 2017

China
A Few Words on China’s “New” Exchange Rate Regime

The return of the "fix" doesn't answer the more fundamental question of how China intends to manage its currency.

A Few Words on China’s “New” Exchange Rate Regime

May 18, 2017

China
Estimated Chinese Intervention in April

Chinese reserves appear to be stable over last three months.

Estimated Chinese Intervention in April

May 15, 2017

China
China Still Wants To Import Commodities, Not Manufactures (Judging From The "Early Harvest" Trade Deal)

China tends to import natural resources—oil, iron ore, soybeans and the like. Now that China has a large industrial economy, it doesn't have much choice: China wasn’t blessed with a ton of oil or gas…

China Still Wants To Import Commodities, Not Manufactures (Judging From The "Early Harvest" Trade Deal)

April 3, 2017

China
Auto Trade with China

Autos are one of the United States’ most important exports to China—ranking just behind aircraft and soybeans and (at times) non-monetary gold (through Hong Kong). Broadly speaking, the U.S. exports…

Auto Trade with China