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Thoughts From The Divide - Archive

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Posts tagged China
U.S. -China Relations- October 22, 2019

Huawei’s role in advancing Chinese economic strength and how it could eventually “eliminate America’s advantage in signal intelligence. China’s overall strategy is “to have everybody in the world pay rent… make everyone a tenant farmer”. All hope is not lost for the U.S. as our system allows for greater innovation

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Bank Margins and Apple - September 24, 2019

Philip Molyneux, Alessio Reghezza, and Ru Xie studied over seven thousand banks, unsurprisingly finding “that bank margins and profits fell in NIRP-adopter countries compared to countries that did not adopt the policy”. Cleveland Fed’s Joseph Haubrich and Tristan Young find that as the low rate environment has hurt bank interest income, they have relied on increasing service fee. Apple is facing negative sentiment as Chinese buyers opt for domestic companies, but they did receive an exclusion from Trump’s tariffs despite a tweet to the contrary

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Chinese Liquidity, EM Debt, and Slowing ISM - September 3, 2019

Cracks are starting to show in China’s economy as a bank suspends dividend payments. Research from the NBER documents China’s transformation into the world’s largest creditor and what it means for debt sustainability in other countries. The latest ISM data shows the economy is contracting and Consumer Sentiment indicates that consumers are feeling the effects of tariffs.

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Trade Ripples - May 21, 2019

Recent developments in the trade war between the United States and China could have serious implications for some big name companies. Chas W. Freeman, Jr.’s recent speech regarding Sino-American relations provides broader context. Also, we have BONUS content in this Thoughts from the Divide!

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