Risk level: Yellow RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT -Trump saves the day -Don’t bet on a Beijing Consensus It was a busy weekend. US President Donald Trump signed executive orders aimed at extending financial support for the estimated 20 million people … More The Parallels Between Economics and State Power
-US hiring weakened from June -Trade wars are difficult to win Tariff man strikes again. The Canadian prime minister on Thursday questioned why the Trump administration was again slapping tariffs on aluminum. On China, the US president said Chinese technology, namely the popular TikTok app, was a threat to national security. A Chinese response to … More The Daily Dose; Tariff Man Returns.
Risk level: Yellow RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT -US energy goals are a fool’s errand -Brent won’t be in black because OPEC is back OPEC curtailments eased back as of Saturday as the cartel anticipates a slow rise in demand through … More The Myth of Independence
The GERM Report 