Fabio Sdogati
@FabioSdogati
Professor of International Economics, Politecnico di Milano Graduate School of Management
ID:140415246
http://www.scenarieconomici.com/ 05-05-2010 12:41:14
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🇨🇳🇻🇳🇺🇸 - Correlation between Vietnam’s exports to US and its imports from China is now close to 1
• This suggests that Vietnam increasingly plays role as a transit hub for Chinese exports to US
• Situation highlights difficulties of assessing reality (or illusion) of de-risking
Quesito 'nuovo': è vero che politiche monetaria e fiscale hanno effetti sui tassi di interesse. Nel breve. Ma quali sono gli effetti del disaccoppiamento Cina-Usa sui tassi a lungo? Daniele Langiu ed io ne parliamo QUI: shorturl.at/grFHW furio garbagnati Collettiva
What the article calls ‘realignment’ is what Daniele Langiu and I call regionalization (see scenarieconomici.com ). When a two-sun, cooperative system fails, the hunt for new planets (i. e., markets) by each of the suns is on.Sources: China Govt, Bloomberg Supply lines, 24 01 15
Io lo compro e lo leggo. Per capire e per non dimenticare Daniele Langiu Andrea Donegà 🇪🇺 furio garbagnati Stefano Ungaro Stefano Barazzetta Gianfranco Viesti @
Soli e pianeti. Dal sistema bi-solare Cina+Usa a due sistemi solari in concorrenza tra loro. Suns and Planets. From a bi-solar Cina+Usa system, to two solar systems in competition with each other. scenariconomici.com:Â bit.ly/40r6HP8 Daniele Langiu Filippo Barbera JuanCarlos De Martin