Recent Posts

US-China trade clash goes global

The impact of the US-China trade spat is no longer limited to just the two countries. The Trump administration’s latest move – seeking to limit access to American suppliers for the Chinese telecom manufacturer Huawei Technologies Co. – may force many businesses worldwide to reconsider their own dependence on supply chains that go through China, and consumers their reliance on ...

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The real reason we are not driving electric cars

It seems every major carmaker these days is thinking about electric vehicles in some capacity. At one of the world’s largest auto shows in Shanghai this year, several manufacturers boasted their snazzy concept cars and talked up imminent launches. Electric-vehicle sales are rising fast, and battery installation is climbing — largely thanks to China, where battery demand rose more than ...

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$3tr bond beast runs the show in Europe

It’s been a surprisingly good year for Europe’s government bond markets. Yields are down across the board even though the European Central Bank (ECB) is no longer adding to its 2.7 trillion euro ($3 trillion) bond stockpile. The central bank might not be adding to its holdings, but it’s still maintaining them at that vast level and that has a ...

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