Blaming China for America’s economic woes has become a bipartisan habit, and shipbuilding is the latest target. In 2024, U.S. labor unions filed a Section 301 petition accusing China of using unfair subsidies to undermine American shipyards—a claim quickly endorsed …
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Introduction In previous newsletters we looked at the Brexit Re-set, US tariffs, and unconvincing responses to high government debt. Now …
by Bob Lyddon -
The Chinese educational system has been the key to China’s technological rise. Tariffs will not change the picture
by Luca MartinaIn May, we examined how the quality of Chinese exports—as measured by the Economic Complexity Index (ECI) developed by Harvard’s …
by Luca Martina -
For the first time in over a decade, momentum is building in the United States to raise the federal minimum …
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How China went from low-cost exporter to tech rival and why tariffs won’t save the day
by Luca MartinaThe United States has accused China of leveraging an unfair advantage in trade relations and is threatening the imposition of …
by Luca Martina -
Introduction The scale and servicing cost of government debt are both rising. This will increase the amount of money that …
by Bob Lyddon -
WP 2025-05. Executive Summary The temptation to rely on findings from behavioral economics to condition human behavior has given rise …
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Introduction The recent major fall in global stock markets was too large to be solely attributable to Trump’s tariffs. It …
by Bob Lyddon