US export controls on high-end semiconductor chips, and Chinese control over rare earth supply, are just the most recent examples of major economies weaponising chokepoints in the global economy. Paul and Luke speak to Edward Fishman, a former US State Department sanctions official, Colombia University professor, and author of “Chokepoints: How the Global Economy Became a Weapon of War”, about the US’s and increasingly China’s control over these chokepoints, how financial and legal chokepoint...
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US export controls on high-end semiconductor chips, and Chinese control over rare earth supply, are just the most recent examples of major economies weaponising chokepoints in the global economy. Paul and Luke speak to Edward Fishman, a former US State Department sanctions official, Colombia University professor, and author of “Chokepoints: How the Global Economy Became a Weapon of War”, about the US’s and increasingly China’s control over these chokepoints, how financial and legal chokepoint...
President Trump has announced an enormous increase in US tariffs on the rest of the world. But is this a negotiating tactic that will see tariffs fall over time, or a permanent feature of the new global trading system? And given that most investors’ worst case tariff scenario has transpired, what other major shocks could these moves catalyse? Paul Diggle and Luke Bartholomew discuss the design of the reciprocal tariff regime, the possible economic impact on the US, and how things might get be...
Macro Bytes
US export controls on high-end semiconductor chips, and Chinese control over rare earth supply, are just the most recent examples of major economies weaponising chokepoints in the global economy. Paul and Luke speak to Edward Fishman, a former US State Department sanctions official, Colombia University professor, and author of “Chokepoints: How the Global Economy Became a Weapon of War”, about the US’s and increasingly China’s control over these chokepoints, how financial and legal chokepoint...
