Jul 26, 2023

Despite is softer sound when compared with decoupling, de-risking will not enhance U.S. national security. Unexpected consequences will follow as countries grow more cautious in choosing trading partners. Nor will de-risking enhance U.S. competitiveness. Rather, it will hinder innovation and suppress productivity.

Apr 26, 2023

Financial markets are grounded in trust. When trust falters, dislocation follows. Panic in short-term financing markets in the United States could ignite a larger crisis in the overall economy, creating a vicious circle that undermines growth.

Mar 24, 2023

A more assertive Congress is moving steadily against China. Various factions seek to out-tough each other to gain public support, oblivious to the economic toll. Deviation from free market rules means higher costs for U.S. businesses and damage to U.S. industry.

Feb 01, 2023

America’s efforts to reduce reliance on Chinese supply chains may limit China’s economic options in the short term. But this is not sustainable. In the long term, the rise of the Chinese economy cannot be stopped.