Four or Five Grim Horsemen
Joe Biden is showing his support for the UAW strike and announcing that he literally can't put two and two together.
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The World, How it Got Here, and a Stiff Drink
The Markets
A Paper Dragon
Peak China happened before the covid lockdowns, can it ever get its fung shui back?
Another BRIC in the Wall
What can we expect from the BRICS expansion? Not much other than a new name.
Quién es más macho?
Bud Light had a very bad Q2, as it reroutes in marketing, but that didn't slow down InBev too much.
Russia Won't Attack NATO, but It Might Starve Africa
Russia's Energy Weapon didn't work against NATO, its weaponized grain prices may work on Africa.
That Big Dollar Smile
The dollar may be off, but it isn't that off. And why the late dip is just the pouty part of a big, American grin
Price Volatility Makes Bad Voodoo
Price volatility is bad voodoo for the economy's upbeat mojo.
What's with the Groovy Oil Prices?
Energy demand is at a global high, OPEC+ has wildly cut production, and 20% of the supply is under sanctions - so what's up with oil prices?
The Chinese Take-Away
China's economy has peaked, what are the take-aways for the US and it's industrial policy?
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