A little bit of mercantilism in an inflation shock is no bad thing
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If you have had to spend money recently you may notice that stuff costs more. If you haven’t, good for you. But if you have you may wonder what…
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Looks like China Coal imports are falling fast
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Dear Mr Bezos, You seem a little unenthusiastic about the proposed buy out of Twitter. Elon Musk is a person I have deeply mixed feelings about: he has…
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The paper I’ve been working on with Dr Jorrit Gosens and Professor Frank Jotzo is out! The material is familiar territory for subscribers of this…
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Zoltan Pozsar’s latest is great and mostly takes account of logistics challenges in commodities networks. To wit: Which then leads to the very…
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A few weeks ago I expressed some skepticism that sanctions would be effective against Russia for anything easy to move - and that skepticism appears to…
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Bretton Woods III or just new trade network topology?
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Syncretica