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Michael Pettis on What Evergrande Means for China’s Macro Economy
The implosion of Evergrande continues. And nobody knows exactly how the losses will be distributed. What will be the impact on creditors or people wh…
4 years, 5 months ago
Introducing: Breakthrough
On Breakthrough, a new series from the Prognosis podcast, we explore how the pandemic is changing our understanding of healthcare and medicine. We st…
4 years, 6 months ago
Here Are the Biggest Problems Facing the Fed Right Now
The Federal Reserve has a lot on its plate at the moment. Not only are "transitory" inflation pressures proving to be more stubborn than expected, bu…
4 years, 6 months ago
This Is How the Trillion Dollar Coin Could End Debt Ceiling Fights for Good
Every few years, people are reminded of the weird law the United States has: the debt ceiling. Congress has to vote affirmatively to raise the total …
4 years, 6 months ago
Isabella Weber on China’s Vision for Making Markets Work
For years, people have talked about China's ongoing process of opening up, or liberalizing its economy. And yet lately it's taken strong moves that s…
4 years, 6 months ago
This Is What the Pandemic Did to the U.S. Rail System
The pandemic has obviously sent shockwaves throughout the supply chain. And, despite hopes of normalization, things might even be getting worse. The …
4 years, 6 months ago
How To Understand the Inflation We’re Seeing Right Now
Over the last several months, inflation has risen at a pace significantly faster than what economists have expected. Markets, and perhaps the Fed, ta…
4 years, 6 months ago
Understanding Evergrande, the Chinese Real Estate Conglomerate That’s Nearing Collapse
If you've been following the wild ride that is Chinese real estate, then you've definitely heard of Evergrande. The price of its shares and bonds has…
4 years, 6 months ago
Stacy Rasgon on How the Global Chip Crisis May Be Getting Even Worse
We've been talking about chips on Odd Lots for almost a year now. Thanks to a unique combination of events and constraints, capacity to make more sem…
4 years, 6 months ago
Dan Wang Explains What China's Tech Crackdown Is Really All About
Over the last several months, Chinese authorities have undertaken a sweeping campaign of change. We've seen crackdowns on big tech and fintech compan…
4 years, 6 months ago