a/symmetric: European solar, eclipsed?
February 10, 2024The fate of Europe’s solar industry has implications for the EU industrial base—and its economic security
Deglobalization Round-Up: March 4
March 4, 2023General Electric invests in the US as Apple's China suppliers seek international bases, the US solar industry tries to wean itself off China, and HSBC admits that its support for Beijing has threatened human rights. Plus, Putin and Biden shore up their respective, conflicting alliances against a backdrop of global trade, Beijing's data control, and new additions to the entity list.
Markets Briefing: Week of May 9
May 15, 2022Against a backdrop of staggering inflation, it's general chaos: Crypto crashes, alongside the stock market; dependence on China freezes the US solar industry; the Hong Kong dollar's peg to the USD faces a squeeze; and somehow we're in a perfect storm of inflation, capital market collapse, and great power competition.