How China's exports avoid US tariffs - Robin J Brooks
China's has begun to aggressively transship goods to the US via third countries| robinjbrooks.substack.com
China's has begun to aggressively transship goods to the US via third countries| robinjbrooks.substack.com
The Dollar has ignored mounting pressure on the Fed and is up 2 percent this month| robinjbrooks.substack.com
Central bank bond purchase programs inevitably have political fallout| robinjbrooks.substack.com
Past ECB actions to cap government bond yields have enabled reckless fiscal policy| robinjbrooks.substack.com
Foreigners pulled only modest amounts of capital out of the US after "Liberation Day"| robinjbrooks.substack.com
Markets are having a big debate over how much further to drive down the Dollar| robinjbrooks.substack.com
Tariffs have risen substantially, yet high-frequency indicators of US growth look solid| robinjbrooks.substack.com
Markets price aggressive rate cuts from the Fed, which may reflect political pressure| robinjbrooks.substack.com
Recession risk is muted despite Friday's large downward revisions to payrolls| robinjbrooks.substack.com
After small outflows in April, foreign investors returned in record numbers in May| robinjbrooks.substack.com
US tariffs are an inflationary impulse for the US, but a deflationary one everywhere else| robinjbrooks.substack.com
The vast majority of Western sanctions on Russian oil tankers only kicked in this year| robinjbrooks.substack.com
Leaning on your central bank - as Turkey shows - can end in economic disaster| robinjbrooks.substack.com
It's not as weak as the headline numbers suggest...| robinjbrooks.substack.com
China is likely circumventing US tariffs by exporting to the US via third countries| robinjbrooks.substack.com
By not devaluing in response to US tariffs, China allows itself to fall into deflation| robinjbrooks.substack.com
The rise in US inflation is coming, several factors are just temporarily delaying it| robinjbrooks.substack.com
