“China has been following the evolution of the Ukraine issue, and the present situation is
Category: politics
The X(i) Factor
Last month, in “War Drums,” I suggested that whatever Vladimir Putin intended to do in
Putin Invades Ukraine
Hours after the heads of Ukraine’s separatist republics formally requested assistance from the Russian military
Burning House
Global equities attempted to find their footing Wednesday after the S&P entered a correction for
The Desperate Despot
Joe Biden on Tuesday unveiled sanctions on Russian sovereign debt and promised “an even steeper
Russia-Ukraine: How Much Risk Is Priced In?
“How much is priced in?” Whenever something bad happens (or looks like it might happen
Putin Recognizes Separatist Republics
In an inauspicious development, Vladimir Putin on Monday recognized separatists in Ukraine. “I consider it
Is Xi Prepping A New Crackdown On Chinese Mega-Tech?
The regulatory headwinds are picking up again in China. Not that they ever dissipated. In
Concrete Principles
The Kremlin on Monday said there are “no concrete plans” for a summit between Vladimir
‘Since 1945’
Update: Late Sunday (or early Monday, depending on where you reside), AFP reported that Emmanuel
State It Clearly
Risk appetite remained subdued at the end of another tenuous week. Russian-backed separatists and the
Danger: Tape Bombs
First, Russian-backed separatists claimed Ukrainian forces fired mortars, heavy machine guns and grenade launchers. Then,
‘Too Complex To Follow’
Traders were “treated” to more conflicting Ukraine headlines on Wednesday, as global equities attempted to
Spin Class
Risk was on the front foot Tuesday, as speculation about the timing of Russian military
‘Without A Single Shot Fired’?
Risk sentiment improved markedly Tuesday on reports that “some” Russian troops and armored vehicles returned
The National Conversation
In the 24 hours following the release of January’s inflation data, I’ve been adamant about the
Joe Biden Needs To Be Honest About The Economy
I have to admit, I’m not enamored with the spin the White House is putting
Ray Dalio: America ‘On Classic Path To Civil War’
Over the past several days, it’s become apparent that Donald Trump thought seriously about seizing
‘Bring Back Volcker’
I doubt seriously that prominent investors actually care about inflation vis-à-vis Fed policy. And why
A Recession To Save Democracy?
“Today’s report… demonstrates that we are making progress in slowing the rate of price increases,”
1 Million. But Who’s Counting?
Headed into 2022, the US was averaging 300,000 new COVID cases per day, more than
The Year Of The Abject: Making Sense of Nonsense
The emergence of 21st century Right-wing populism represents the biggest innovation on that terrain. Right-wingers
This Crisis Requires Genuine Social Change
[Editor’s note: In “The Cost Of Procrastination: America’s Broken Economy,” I compared the haphazard character
Black Sheep In Hong Kong
Meanwhile, in Hong Kong. Stand News, a pro-democracy holdout, became the latest casualty of Xi’s
‘We’re All Going To Get Omicron’
The last week of 2021 dawned with headlines lamenting thousands of holiday flight cancelations in
You must be logged in to post a comment.