Deglobalization Round-Up: December 30December 30, 2022
Is the automotive industry the canary in the coal mine: Major auto makers turn away from China, Tesla shuts down production in Shanghai, BMW and Volkswagen grapple with soaring COVID-19 cases in China. Plus: Customs and Border Production detains goods made with North Korean labor and tensions between Serbia and Kosovo escalate.
Deglobalization Round-Up: December 23December 23, 2022
Stellantis and Apple scale back from China, the Australian sovereign wealth fund projects continuing deglobalization, and Robert Lighthizer calls for strategic decoupling. Plus China increases oversight over cross-border data transfers.
The Week That’s Done: July 3July 3, 2022
The good news: It's a long weekend. The bad: California can't figure out supply and demand, US manufacturing is slowing, and the G7's price cap scheme doesn't mean much. Plus: Things look even worse in Europe, copper's drop might just be a blip, will the chemical industry move to China?
Markets Briefing: Week of April 4April 8, 2022
Canada wakes up -- kind of, and slowly -- to the risks of foreign investment in strategic areas; elsewhere, it's EVs, EVs, and EVs, but without commensurate attention to the upstream