Paul and Ken assess a recent response by Beijing to threats made by the U.S. and how China’s asymmetric response will cause Washington a world of pain, which conventional wisdom is not aware of. [read more]
Paul and Ken assess recent remarks by Scott Bessent and why they are a clear admission that U.S. hegemony is over and that China should offer concessions due to this fact. [read more]
Paul and Ken assess why China once again has the potential to cause mayhem across Europe. [read more]
Paul and Ken assess how China’s strategy to stockpile critical minerals is having a huge negative impact on Europe’s Industry already reeling from a lack of access to cheap Russian energy. [read more]
Paul and Ken assess claims by Washington that a trade deal has been reached between China and the US and provide the lowdown on what has actually happened. [read more]
Paul and Ken assess why the US believed that it could back China into a corner, only to realise that it had in fact done the exact opposite and begged Beijing to resolve the problem it caused. [read more]
Paul and Ken assess the extent of China’s decoupling from the US and why the US is deeply fearful of the outcome of Beijing’s policy initiatives in this regard. [read more]
Paul assesses why we are already seeing clear evidence that US tariff policies are deeply flawed and lacking in any strategic thought. [read more]
Paul and Ken assess recent US tariff policy initiatives and the global reaction and detail why this will have a serious impact on the Western financial system and Western economies, unless something is done to avert this future crisis. [read more]
Ken and Paul discuss China’s clinical and incisive response to the US tariff policy, which will have a far greater impact than Washington’s blanket tariff policy with respect to China. [read more]
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