The Democrats have changed presidential candidates, but a key problem remains the same: while the inflation rate has come way down, for the average American, the price level remains unacceptably high. You would never know that from the market response and commentary...

It is a major understatement to say that that China’s growth problem has received a good deal of recent attention. The chart below, drawn from Google’s “Ngram" book viewer,” measures the frequency at which the phrase “China’s weak economy” appears in scanned sources...

In one key respect, Tim Walz offers a breath of fresh air in a chaotic US presidential election campaign. His common-sense approach to tough and complex issues defies the hyper-polarization that has gripped America. Nowhere is this more evident than in his nuanced...

Donald Trump has long had strong adversarial views on China, both as America’s 45th president and now as the Republican candidate for a second term. Over the past couple of weeks, I have detailed what I would expect on China policy in a Trump 2.0 scenario, focusing...