Tag: China

Another Taper Caper in a Ravenous World – Part 2

The Federal Reserve’s plan on tapering its accommodative monetary policy to “rate normalization” in 2022 and beyond is highly unlikely.

Supply Chain Crisis Will Not End Anytime Soon – Part 3

The Port of New York and New Jersey is experiencing its own berthing bottleneck of container ships and shortage of labor due to the Pandemic.

The Inflationary Black Gold Rush at the Gas Pump – Part 2

A one-off sale from the Strategic Petroleum Reserve (SPR) will not do much to reduce oil prices for any significant period of time.

Preparing for War With China at All Costs

Abrupt withdraw from Afghanistan to shore up U.S. boots on the ground logistics, geopolitical capital, and allied naval resources for Taiwan vs. China.

A Watchlist for Trading the Chip Addiction – Part 2

The just-in-time supply chain for semiconductor microchips fell into the abyss this week as China ordered power cuts to manufacturing facilities.