China
Section 899: Don’t Take It Too Seriously
We believe analysts may be taking Section 899 too seriously. (1) The proposed Section 899 will most likely not be enacted: it is meant…
Read MoreWhy is Resurrecting Manufacturing Important for the US?
Besides bolstering national security, (1) manufacturing has a multiplier factor of around three, i.e., the overall impact of manufacturing…
Read MoreChina: Cut-throat Price War in EVs
When Chinese companies focus on a challenge, they run as fast as possible and turn the dial-up to11….
Read MoreTrump plans to impose 50% tariff on EU imports from next month
Trump plans to impose 50% tariff on EU imports from next month: Stephen Jen warns that the trade war is widening…
Read MoreWashington deserved a downgrade
Washington deserved a downgrade: Following Moody’s decision to strip the US of its final AAA sovereign rating…
Read MoreMade in the USA 2035
The economic rivalry between the US and China is intense partly because it is as much a technology war as a trade war.
Read MoreWSJ: Xi is ratcheting up China’s pain threshold for a long fight with Trump
In this follow-up note on the evolving US-China trade conflict, Stephen Jen provides a…
Read MoreMy thoughts on currencies
The future trajectory of the Trade War remains highly uncertain, with too many permutations for us to plan for…
Read MoreThe Risks of Export Dumping by China
As tensions between Washington and Beijing escalate, Stephen Jen and Joana Freire explore a powerful second-order consequence: the redirection of Chinese
Read MoreMy thoughts on currencies
In this wide-ranging note, Stephen Jen offers a two-layered view of the current macro landscape: one focused on the underlying…
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