The Week That’s Done: December 4December 4, 2022
Dampening inflation spurs enthusiasm, but where is the attention to contraction in the US manufacturing index? Plus: A roller coaster week for the growing US-EU trade spat, relaxation in China's COVID Zero restrictions, and a nascent EV industry shift to sodium-ion batteries.
The Week That’s Done: October 9October 9, 2022
OPEC explicitly snubs Washington and the West, showing that productive beats consumptive power. Also not brilliant: US monetary tightening is cooling the economy, but in all the wrong places – and that ups recession risks. Plus: Maize malaise in Europe, the Mississippi’s dry spell, a US industrial policy stumble in lithium, and plunging global FX reserves.