National Security vs. Economic Gain: A Debate on US-China Export Policy. This Thursday .

National Security vs. Economic Gain: A Debate on US-China Export Policy

Supply Chain Successes Right in Front of Us (Part 2)

Supply Chain Failures Get More Dangerous (Part 1)

Trump Administration Loses, but Can Help America Win.

Trump’s Afraid of China, Which Is Scary

Also available here:

Should the US Decouple from China? I argued yes in a debate organized by @OpentoDebateOrg hosted by @CFR_org available as a video or podcast

A Stab at China’s View of the “Trade War”

Trade Enforcement Now Crucial

Trump’s Tariffs and the China Trade War - talking with @JimPethokoukis on his Political Economy podcast.

Tariffs Can Help; These Won’t (Part 1)

The CHIPS Act, Part 2: Limitations and Lessons

Why Is America Investing in an Enemy?

The Chips Act, Part 1: Proof of Concept

Trump and Friends Leave Reality Behind

Tariff Dangers, So Far.

Trump’s Current Tariff Plan Will Help China.

China Global Investment Tracker is now out. Map shows worldwide Chinese investments and construction from 2005-2024.

China’s Ministry of Commerce may report record-high investment for 2024. The existing record in 2016 brought headline deals and policy reassessments around the world, including in China. Nothing like that is happening now—what’s counted as investment has changed.