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GLOBAL STRIKE MEDIA 
More HAYEK, LESS KEYNES
monetary regimes, exchange rates, capITal - current accounts, crisis 

CHINA SEEKS TO DIVERSIFY AS US SEEKS DECOUPLING & THE TRADE WAR FOR 5G

6/29/2019

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The Global Trade War Comes Full Circle
Veronique de Rugy, Reason
When "Trade Wars" End Badly
by Gordon G. Chang via Strategika
“I think we’re going to be strategic partners,” said President Donald Trump on June 29 at his Osaka G-20 press conference, in response to a question from Olivia Qi Zhang, a reporter for Caixin, the Chinese news organization. “I think we can help each other. I think, in the end, we can—if the right deal is structured, we can be great for each other.”
CHINA'S GLOBAL FOOTPRINT SHRINKS
China’s take on trade 
Dan Blumenthal and Annie Kowalewski | AEIdeas 
CFR
China Wins the Trade War
Howard Gold, MarketWatch
 
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CHINA'S GROWTH REMAINS ITS INTERIOR:  MEKONG OR BUST

6/24/2019

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ASIA TIMES
Beware China’s inroads into the Atlantic 
Michael Rubin | The National Interest
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ASIAN FOCKERS:  XI MEETS KIM

6/21/2019

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TURKEY'S ECONOMY IS COLLAPSING

6/21/2019

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US LEVELS PLAYING FIELD AGAINST CHINA

6/21/2019

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Chinese and US capital markets: For once, ‘leveling the playing field’ is not a protectionist cover
Claude Barfield | AEIdeas 
Recently introduced legislation would force foreign companies to delist from American stock exchanges unless they come into compliance with US accounting practices within three years.
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IS XI JINPING DOMINATED BY EVENTS?

6/15/2019

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HOW TARIFFS HELP US Continue here.
More countries are joining the BRI in name, but the overall extent of activity is shrinking. Learn more here.
The ‘Xi Doctrine’: Proclaiming and Rationalizing China’s Aggression
By Bradley A. Thayer & Lianchao Han, The National Interest: "The United States must respond to China’s belligerence with greater strength, adamantine determination, and more vigorous diplomatic and military measures."
For most of the last six years, Xi Jinping has been largely free to define the terms of his rule. But with challenges piling up from the U.S. trade war to mass protests in Hong Kong, his presidency is increasingly being dictated by events. – Bloomberg
Salvatore Babones writes: Given Beijing’s bluster, it can be easy to forget that China is still a relatively poor country with a GDP per capita less than one-sixth the U.S. level. Compared to the America’s, China’s economy is relatively inefficient and undifferentiated, and its markets are poorly developed. The simple fact is that China needs the United States more than the United States needs China. In itself, that’s no reason to start a trade war. But if the trade war really does heat up, there’s little doubt who will win. – Foreign Policy
Since he took power seven years ago, President Xi Jinping has faced a growing din of foreign condemnation over his government’s human rights record, a trade war that has sapped China’s strength and now, for a second time, mass protests in the streets of Hong Kong. – New York Times
Xinjiang and the Belt and Road Initiative
By Rebecca Warren, Strategy Bridge: "Since Deng Xiaoping’s Reform and Opening-Up policies, China has modernised to a startling extent. However, this growth has been uneven and has caused severe inequality across the country. China’s Belt and Road Initiative (BRI) is often seen as promoting China’s influence across the world, but this is not its only purpose."
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WALL STREET VS. THE FRAUDS OF CHINA

6/12/2019

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Red flags
Time For New Trade Tactics With China: Data Sheet
quoting Raghuram Rajan via Fortune
Eleven long months ago, at Fortune’s Brainstorm Tech conference in Aspen, Colo., New York Times columnist Thomas Friedman cogently explained how a rational, effective president of the United States would handle a trade dispute with China. He’d sign the Trans-Pacific Partnership trade deal, bring European allies into the agreement, and then negotiate quietly with the Chinese in a way that would save them embarrassment.
U.S.-China Trade Impasse: For Washington, Now is Not the Time to Blink by Tuan Pham
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HOW MEXICO HELPS TRUMP WITH CHINA

6/12/2019

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WEST AFRICA & CHINESE CREDIT EXPLODES, WHAT CAN US DO ABOUT RARE METALS AND CHINESE RESENTMENT

6/8/2019

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ASIA TIMES
ASIA TIMES
ASIA TIMES
CHINESE RESENTMENT
Dean Cheng writes: Whether it was confidence due to his growing domestic strength, a belief that the balance of economic power in the U.S.-China relationship had already shifted, or a concern about appearing weak in front of Trump, Xi seems to have reached the conclusion that China, under his leadership, can successfully challenge the United States. This appears to have been a dangerous miscalculation. Xi may soon find that a perfect storm of agricultural problems, internal unhappiness, and his own chosen hard line on the trade war could undermine the domestic power he has worked so hard to consolidate. – War on the Rocks
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HOW THE CHINESE COMMUNISTS ARE NOT PREPARED FOR A TRADE WAR & HOW THE TRADE WAR ENDS BY STEPHEN MOORE

6/2/2019

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Gerald F. Seib writes: American negotiators are trying to force the Chinese to make systemic changes in their system, particularly in the dominance of state-owned businesses and the ability of the government to extract technology and intellectual property from the business sector. But such components of the Chinese system no longer appear to be simply temporary structures as China matures, but rather pieces of the new model. – Wall Street Journal
Peter Morici writes: It is time to join the commercial cold war on China. The United States must fully implement the sanctions against Huawei and other technology pirates, implement a system of auction quotas that limit imports from China to the value of exports to China, and develop aggressive national strategies within advanced computing, space exploration, and artificial intelligence that ensure national survival. The real danger lies not from Beijing but rather in pressures from members of Congress who are not willing to accept higher prices for clothing and gadgets and lost farm exports and pass up the opportunity to make those an issue for 2020. – The Hill
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VIETNAM IS WINNING THE US LED CHINESE TRADE WAR & CHINA HAS ALREADY LOST RARE EARTH MINERALS BATTLE

6/1/2019

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CFR
HOW CHINA SETS A TRAP FOR ITSELF
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    BRAD SETER FOLLOW THE MONEY

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    US-CHINA TRADE WAR EXAMINED

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    TRADE WAR DIARIES

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    CROSS BORDER CAPITAL FLOWS

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    THE CHINA DIGEST

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    WHAT WILL INDIA LOOK LIKE IN 2025

    U.S. Needs Steady, Strategic Central Bank.wsj.pdf
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    The Federal Reserve Needs New Thinking pdf
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    What Uber Can Teach the Fed pdf
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    Trump, Trade & Money.pdf
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