David Stilwell on Decades of Failed US Policy Towards China
Cold War II
‘Real’ Fed Funds Rate Plunges Below 1975 Low
Not going to end well
Demand for Copper from Renewables Expected to Double by 2030
Heads in the sand
Lacy Hunt and Mish Shedlock on Treasuries, Interest Rates, and Inflation
Demographics and debt
Russia Still Throttling Natural Gas Exports to Europe
Woe to the vanquished
M.D. Nalapat: US-India Alliance China’s Greatest Fear
Predicts conventional China-India war
European Fishing’s Dependence on British Waters
Sovereignty
Christopher Balding: Real Chance of China-Taiwan Conflict Within 18 Months
30%-40% probability
Chart: Inflation and Oil Expectations
Add it to the long list…
Lost in Transit: Major Delays Plague China-U.S. Shipping
Looks like transient inflation is going to be around for a bit longer…