Business Columnists

Beijing could steal as much foreign technology and intellectual property as it can as foreign businesses flee the country.

As Washington decouples rare earth element purchases from China, it should focus new import partners among close allies.

While Asia and much of Europe are in the midst of a demographic collapse, U.S. is better positioned with household formation and better assimilates immigrants.

BYD hasn’t sold passenger cars in the United States yet and doesn’t plan to do so in the short term because of America’s stricter policies.

Surging tariff revenue is expected to help the Treasury Department better manage the federal government budget deficit.

Sounding much like the Trump administration, the Europeans are putting trade restraints on Beijing to force change.

Maybe President Trump should register as an investment advisor and start a new market timing service.

With the first half of 2025 in the books, it must come as a surprise to many that the S&P 500 and NASDAQ are each up 5% year-to-date(as of last Friday).

The U.S. is an oasis amidst global economic chaos. I expect the U.S. dollar to strengthen and for interest rates to steadily decline in a “flight to quality".

While Beijing and Washington maneuver, Chinese officials needs to attend to equally difficult economic problems at home.

Overall, investors have been reminded that geopolitical risks are almost always more bark than bite.

Some Chinese corporations and even small businesses and organizations are known to be influenced or directed by the Chinese Communist Party.

The Beige Book, plus the bulk of last week’s economic data, should convince the Fed that they must cut key interest rates when they meet next week.

Tiny interest rate cuts of the kind delivered by the People’s Bank of China fall far short of what the country needs.

Tough trade talks could lead Beijing to threaten de-dollarization or sell U.S. Treasury debt to gain concessions from Washington.

Beijing keeps housing prices artificially high to counter the impact of the trade war.

Beijing could steal as much foreign technology and intellectual property as it can as foreign businesses flee the country.

As Washington decouples rare earth element purchases from China, it should focus new import partners among close allies.

While Asia and much of Europe are in the midst of a demographic collapse, U.S. is better positioned with household formation and better assimilates immigrants.

BYD hasn’t sold passenger cars in the United States yet and doesn’t plan to do so in the short term because of America’s stricter policies.

Surging tariff revenue is expected to help the Treasury Department better manage the federal government budget deficit.

Sounding much like the Trump administration, the Europeans are putting trade restraints on Beijing to force change.

Maybe President Trump should register as an investment advisor and start a new market timing service.

With the first half of 2025 in the books, it must come as a surprise to many that the S&P 500 and NASDAQ are each up 5% year-to-date(as of last Friday).

The U.S. is an oasis amidst global economic chaos. I expect the U.S. dollar to strengthen and for interest rates to steadily decline in a “flight to quality".

While Beijing and Washington maneuver, Chinese officials needs to attend to equally difficult economic problems at home.

Overall, investors have been reminded that geopolitical risks are almost always more bark than bite.

Some Chinese corporations and even small businesses and organizations are known to be influenced or directed by the Chinese Communist Party.

The Beige Book, plus the bulk of last week’s economic data, should convince the Fed that they must cut key interest rates when they meet next week.

Tiny interest rate cuts of the kind delivered by the People’s Bank of China fall far short of what the country needs.

Tough trade talks could lead Beijing to threaten de-dollarization or sell U.S. Treasury debt to gain concessions from Washington.

Beijing keeps housing prices artificially high to counter the impact of the trade war.