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1 week ago | 
aei.org | Desmond Lachman |James Pethokoukis |Zack Cooper |Derek Scissors
Post Japan’s Day of Economic Reckoning Post Another Promising Data Point on the Productivity Impact of AI Op-Ed Letter: Where Japan Already Feels Like an Emerging Market Op-Ed Japan’s Cautionary Economic Tale Op-Ed Japan, Awash in Debt, Is Raising Interest Rates. Americans Should Watch Closely. Op-Ed Japan Needs to Kill Yield Curve Control Quickly. Its Credibility Is At Stake. Op-Ed The Bank of Japan Is Repeating the Fed’s Mistakes Post China’s Big Economic Challenge Article Could China...
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2 weeks ago | 
aei.org | James Pethokoukis |Mark Jamison |Roger Pielke Jr. |Derek Scissors
Post The AI Energy Challenge for Policymakers Article AI + Energy: A Quick Q&A with … Mark Jamison on Permitting Reform Podcast How Will the World Satisfy Its Colossal Need for Electricity?
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3 weeks ago | 
aei.org | Desmond Lachman |Michael Beckley |Derek Scissors |James Pethokoukis
Post A Welcome Trade Policy U-Turn Multimedia China Is Dangerously Weak: Michael Beckley on Just Asking Questions Post China’s Challenge to the World Economy Post Trade Enforcement Now Crucial Podcast Derek Scissors: Trump’s Tariffs and the China Trade War Press Discussing the state of the Chinese economy: Scissors on CNBC’s ‘Squawk Box’ Multimedia China’s Rise Is Over. Things Are Gonna Get A Lot Worse – Fast: Michael Beckley on the Decoding Geopolitics Podcast Post Trump’s Current Tariff...
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3 weeks ago | 
aei.org | Derek Scissors |John Ferrari |Colin Dueck
Post Trump’s Afraid of China, Which Is Scary Post Pentagon Chooses to Adhere to Congressional Appropriators Direction Post Reconciliation: A Consequential Attempt to Rebuild Our Military Post How Canada’s Liberals Won: The Regional Breakdown Post Workforce Participation for Older Americans: Warning Lights Flashing Post Trump Has a Haiti Problem Post How Canada’s Liberals Won Post Finally a Serious Blueprint to Repair and Rebuild the US Military Post The Fallacy of Futility: Is Ukraine...
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3 weeks ago | 
aei.org | Derek Scissors |Desmond Lachman |Michael Strain |Kyle Pomerleau
Post Trump’s Afraid of China, Which Is Scary Press Discussing the global economy in the era of American tariffs: Lachman on ‘HSTalks’ Press Financial Times Discussing how Trump’s tariff agenda may play out: Strain on Financial Times’ ‘The Economics Show’ Post Export Subsidies Won’t Reduce the Trade Deficit Either Article A (Possibly) Helpful Way of Thinking about the Trade Deficit Press Al Jazeera English Discussing tariffs and the US Federal Reserve: Veuger on Al Jazeera’s ‘Quotable’ Press...
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3 weeks ago | 
aei.org | Sadanand Dhume |Zack Cooper |Derek Scissors
Press Discussing Modi’s response to Pakistan: Dhume on ‘The John Batchelor Show’ Press Discussing India-Pakistan hostilities: Dhume on ‘The Michael Medved Show’ Op-Ed Trump’s Tariffs Are Modi’s Greatest Economic Test Multimedia Discussing the Trump and Modi Relationship: Dhume on the John Batchelor Show Op-Ed Modi Must Talk Canada, UN Reform, Khalistan, and Pakistan with Trump Journal Publication Security and Economic Tensions in the Second Trump Administration Multimedia Discussing the...
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1 month ago | 
aei.org | Derek Scissors |Julia Cataneo
Apologies to anyone who read my recent tariff posts. I did say about the first announcement that “yesterday’s rollout was not credible,” but should have stopped there. Rather than pretend the latest Trump administration spin on its latest walk-back is worth the time, it may be useful to assess the side that loves stability. China cares less about tariffs than it may seem. The key reason: Beijing’s prime goal isn’t prosperity, but leverage. Many experts on trade and China have recently emerged.
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1 month ago | 
aei.org | Derek Scissors |Julia Cataneo
Yesterday’s Trump temporary (at least) tariff reset seems to benefit almost everyone. American trade partners are in better shape and so is the US, because last week’s tariffs made no sense, to the point of even threatening the dollar. It might seem that China is the biggest loser, now facing 125 percent tariffs instead of 10 percent for others. In fact, the reset is potentially a win for China also, unless American trade enforcement dramatically tightens.
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2 months ago | 
aei.org | James Pethokoukis |Derek Scissors
Today on Political Economy, I talk with Derek Scissors about what the Trump Administration’s newly-declared tariffs mean for US-China relations and what to make of today’s economic uncertainty. Derek is a senior fellow here at AEI, where he focuses on US-Asia economic relations. He is the chief economist of the China Beige Book and previously served as a commissioner on the US-China Economic and Security Review Commission. He is also the author of the China Global Investment Tracker.
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Feb 26, 2025 | 
aei.org | Derek Scissors |Julia Cataneo
The CHIPS Act has worked to revitalize the US semiconductor industry and protect American consumers from crisis shortages. To a point. It also has flaws, of course, some avoidable but some inherent to industrial policy. The original legislation can be supplemented, not just with money, to bolster genuinely national interests. And CHIPS results, positive and negative, are a guide to whether and how similar programs should be designed.
