🎼🎼¿Será que ya hasta Televisa lo sabe, lo sabe?🎼🎼

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Banks are under pressure to expand loans to the manufacturing sector, but the private-sector manufacturers I know tell me that they are all worried about weak demand and are wary about expanding capacity.

bloomberg.com/news/articles/… via Bloomberg Markets

More than twice as many US citizens live in Mexico as in Canada.

“Mexico tops the list with 799,248 U.S. retirees living here, according to data collected by the real estate company Far Homes. Canada is the second most popular destination, with 273,226”. mexiconewsdaily.com/lifestyle/why-…

“Amid the tougher business and competition in China, S&P Global estimates U.S.-based automakers exported about 482,000 vehicles from China last year. That’s more than 3½ times higher than 2019 and a roughly 22% increase from 2022”. cnbc.com/2024/05/06/us-…

This list is of the most popular GM cars sold in Mexico and where they’re made. Next time you read about the threat of Chinese cars coming into the US from Mexico (which is not happening) remember who’s making the cars sent to Mexico from China . (h/t ⁦Michael Dunne⁩)

“He said Nissan was planning to export more cars from China, potentially to Europe…as the Japanese carmaker rushes to address the ‘excess capacity’ building up in China.”

Reminder that most often it’s foreign firms exporting cars from China. on.ft.com/3QyiIyV

“Tesla’s sales in China dropped in April, while its Chinese rivals reported higher sales as the country’s electric-vehicle market rebounded from a slow start this year.”

In head-to-head competition, Tesla loses to Chinese rivals. wsj.com/business/autos…

De las cosas más fascinantes y alentadoras que suceden en NL, como en otros estados del norte del país, es la llegada de migrantes. Los países y las comunidades que absorben migrantes se benefician de su dinamismo. Tratémoslos bien.

Yo le creo. Nadie en la historia de México ha sido más respetuoso de las instituciones y procesos electorales que el Lic. Bartlett, defensor del respeto al voto.

'Companies have encountered unexpected challenges, including an organized campaign by fake pro- #China social-media accounts that #cybersecurity researchers dubbed ' #Dragonbridge .' After Lynas Rare Earths Ltd, the Australian producer, announced its Texas plant, a flurry of online posts…

The Chinese state has hacked the Ministry of Defence, Sky News understands.

MPs will be told today of a massive data breach involving the MoD, targeting service personnel. news.sky.com/story/china-ha…

The PRC borrowing a line from Joerg Wüttke. open.substack.com/pub/sinocism/p….

“Therefore, which industries have overcapacity and which capacities are surplus should be judged by the market and measured globally.”

Yeah, I don’t think so. Overcapacity is measured domestically, not globally. But good try! paper.people.com.cn/rmrb/html/2024…

“It not only increases global supply and alleviates the pressure of global inflation,”

The inflation argument only works if made by the importing country. Nobody asked China to “alleviate the pressure of global inflation”. In fact, the opposite is true. fmprc.gov.cn/eng/zxxx_66280…

“Short of not using a device, there is no way to prevent exploitation by a zero-click exploit; it's a weapon against which there is no defense,” wired.com/story/apple-ip…

It’s been 23 years since China joined the WTO and they’re still going around offering the same access they did since they were negotiation its accession. 🤔

“But there are signs of a rebound in consumption in another official release Monday which showed millions of Chinese have been traveling and swamping domestic tourist sites,”

Marriott and Hilton are killing it in China. wsj.com/world/china/ch…

By happenstance I bumped into the Netflix limited series “A Man In Full” and It is so good! I very strongly recommend it.