Intro LO: In a market economy, lower consumer demand is compensated by lower (eg, manufacturing) supply in order to maintain consumer prices. Lower demand without lower supply, will cause high inventories, and the need for price reductions in retail and wholesale. Latter is called (price) deflation. Clearly, China does not quality as a market economy given the very...
On 12 June 2023, I published my blog Artificial Intelligence, a SWOT analysis. I still like its perspective but it lacks focus. Today, I publish my update on the key ingredients in my SWOT analysis, being Technology (Strength), Energy (Weakness), Health (Opportunity), and Beliefs (Threat). Source: my 2023 blog Artificial Intelligence, a SWOT analysis Source: my 2025...
Intro LO: Last Friday, I published a Dutch blog on this topic: USA: Europe must choose between America and China !? The underlying Dutch article referred to a recent Irish Times article as its source. Subsequently, an Axios Macro article (see below) arrived the next day: The U.S.-China decoupling arrives. In my view, such a decoupling makes no logical and/or...
Afgelopen dinsdag las ik een vreemd AD artikel: "Gelekt document onthult ultiem doel handelsoorlog Trump: ‘EU dwingen te kiezen tussen VS en China’. Ik heb moeite om dit te geloven omdat de vraag uit Europa vooral gaat om de levering van Amerikaanse (financiële) diensten, alsmede om Chinese goederen. De oorzaak is vrij simpel: kwaliteit versus kwantiteit. Amerika...
Intro LO: Apparently, the Trump Administration fears that computers and mobile phones from Apple and Samsung will become too expensive for Trump voters - and themselves. The Bloomberg comment that these "exclusions [were] published late Friday" implies that this was - again - a deliberate move that was supposed to be overwhelmed by other news. In short, Big Tech...
Recently, Trump announced a 25% (import) tariff on foreign-made autos and light trucks. Trump expects this will result in over $100 billion of new annual tax revenues (eg, AP News, Nikkei, National Review). What about the impact of price elasticity on American demand? Currently, this tariff on cars is 2.5% on passenger vehicles, and 25% on pickup trucks (Nikkei...
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