The Week That’s Done: China’s Midea eyes Sweden’s Electrolux
May 7, 2023A Chinese home appliance giant wants to acquire a Swedish home appliance brand—and it’s not as mundane as it seems. Meanwhile, China goes big on oil drilling, positions to leapfrog on EVs, and cements (steels?) its partnership with Riyadh. Plus: Rate hikes, another Goldilocks jobs report, and EV makers’ direct sourcing ambitions.
Supply-Side Tools for a Supply-Side Problem
June 20, 2022An effective response to inflation – and to the more systemic supply demand mismatch that threatens the US economy – requires pairing the Fed’s monetary policy band-aids with investment in supply.
The Week That’s Done: June 19
June 20, 2022Washington brings supply-side tools to a demand-side fight; the EU fares no better. Meanwhile Moscow turns off gas to Europe while Beijing continues to snipe chip tech. Plus: All eyes on Xinjiang, the Yen, and the WTO's pyrrhic victory.
Markets Briefing: Week of May 2
May 7, 2022As inflation soars, the Fed tightens the screws – and markets balk; the real economy weathers the storm better than most; both government and private sector double down on EV supply chains.
We Can Avoid Recession. But We Need to Fix Supply
April 22, 2022What if, in addition to immediate, demand-side monetary policy quick fixes, Washington was to set about investing in production of critical inputs, manufacturing facilities, and improved logistics systems? It’s entirely possible, and necessary.
