China Shock 2.0 – Record China Trade Surpluses Worsen Global Disruption
As China’s policies continue unchecked, the world is experiencing China Shock 2.0, with devastating economic, social, and political consequences.
As China’s policies continue unchecked, the world is experiencing China Shock 2.0, with devastating economic, social, and political consequences.
A below-expectations jobs report and a continuing decline in the JQI are not good
signs for the U.S. economy.
The CPA Domestic Market Share Index (DMSI) rose slightly for both Q4 2023 and the full year last year. The U.S. trade deficit in manufactured goods came in at an alarmingly high $1.07 trillion last year.
The Biden administration’s recently announced proposal to increase the steel and aluminum tariffs on Chinese products from 7.5% to 25% could be a mixed bag.
US productivity growth has underperformed since the year 2000.
Steel imports from Mexico have surged far above historic levels, violating Mexico’s trade agreement with the U.S. and threatening local U.S. economies.
CPA Job Quality Index: Despite the federal government’s strong March 2024 Jobs Report released last Friday, the JQI shows the US labor market suffers from persistent structural issues.
China dominates all phases of global solar energy equipment manufacturing.
KEY POINTS U.S. pharmaceutical imports have risen sharply in the last decade, with imports from China and India skyrocketing. India and China are increasingly the
Key Points With 86 Gigawatts of planned solar module capacity and some 30 Gigawatts of imports, the U.S. market faces huge oversupply of solar modules.