Author Archive
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Dec 12, 2025China's mercantilist model rests on industrial policy and chronic RMB undervaluation -
Dec 1, 2025A messy divorce is better than staggering along in a bad marriage -
Nov 26, 2025Japan's latest fiscal stimulus is sending the Yen into a new devaluation spiral -
Nov 11, 2025China earlier this year used the basis trade as leverage to get the US to fold on tariffs -
Jun 5, 2025Japanese long-term yields have risen sharply, but they're still way too low
