Any hints on where AI related imports are going, given capital goods imports?
Figure 1: Change in imports of capital goods since 2026M01 (blue), change in imports of computer, computer accessories, semiconductors, mn.$. Source: BEA international trade release, advance economic indicators (June), and author’s calculations.
Things have only gotten worse for the Ellison family tech and media empire in the last week as…
From Cancian and Park at CSIS on 27 July: Source: Cancian & Park/CSIS (July 27, 2026). So, to…
Yves here. Tom Neuburger demonstrates that even a casual look at China’s tech shows they are way ahead…
Brent front month future back to $90, as SoH reopening down, Bab el Mandeb traffic estimates down ……
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