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Holiday Brief: Activity declines with virus spread, GDP's Consumption share remains low, China's oil demand, Global economy in transition, 2023 China consumer report

LONG VIEW: Pyrrhic Victory

THE BRIEF: Useless positive case stats, Consumer confidence, Unemployment, Wages, Business conditions, Restaurant sales, Industrials, Global trade reconfiguring

LONG VIEW: Energy, Chips, War-Making Capacity, and Taiwan

THE BRIEF: Consumption, Covid surge, Subway traffic, Protests, Demographics, Questions, Power & Love

LONG VIEW: Why The West Rules — For Now

THE BRIEF: Equity indices like reopening rumors

LONG VIEW: Qinhuangdao Coal Seaport

THE BRIEF: Covid Zero is better for industry than retail

LONG VIEW: China's Carbon Reversal? (Pt.1/n)

THE BRIEF: US-China Technology Race

LONG VIEW: Our Eye in the Sky

THE BRIEF: The Local vs. Central Divide

LONG VIEW: The End of a Chapter (Pt.2/2)

THE BRIEF: Where is the Growth?

LONG VIEW: China's New Real Estate Boom? (Pt.1/2)

Back From Hiatus & New Subscription Options

THE BRIEF: Spring Festival and Money Supply Madness

THE BRIEF: China's Demographics, is Covid an accelerant or temporary disruption?

LONG VIEW: Does Culture Explain Covid Infections?

LONG VIEW: What's Changed in China's Marriage Patterns?

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