Milton Ezrati

New York

Contributor at Forbes

Contributor at The National Interest

Regular contributor to @Forbes, @CityJournal and @TheNatlInterest, economist at @Vested (and formerly Lord Abbett) and author of Kawari and Thirty Tomorrows.

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Articles

an Exercise in Theater

1 week ago | city-journal.org | Milton Ezrati

Moody’s recent downgrade of U.S. Treasury debt makes it unanimous. Earlier this month, it joined Standard & Poor’s, which issued its downgrade way back in 2011, and Fitch, which followed in 2023. All three major credit-rating agencies now agree: the U.S. Treasury no longer deserves their top rating. While the language accompanying each downgrade varies, the message is consistent: America’s ballooning debt is a serious problem, and Washington has no credible plan to address it.
Beijing Turns Its Eye Toward Latin America

1 week ago | theepochtimes.com | Milton Ezrati

The uncertain tariff situation with the United States seems to have impelled Beijing to reach out to other regions of the world, most pointedly Latin America. 5/27/2025Updated: 5/27/2025CommentaryDespite the pause in President Donald Trump’s tariff pressure on China, Beijing knows how vulnerable its economy is to a trade war with the United States.
Despite Communist China’s Tough Trade Talk, America Has the Upper Hand

2 weeks ago | nysun.com | Milton Ezrati

Beijing’s latest trade negotiations with Washington have offered its economy a measure of relief, at least for now. Reports suggest that container bookings across the Pacific have suddenly risen some 300 percent. The matter, however, is far from closed, and Beijing knows — whatever it says — that Communist China in this dispute stands at a great disadvantage. There can be no doubt that the American economy would suffer in a trade war with China. Prices on many consumer items would rise.
The Yuan Will Not Replace the Dollar Any Time Soon, If Ever

2 weeks ago | theepochtimes.com | Milton Ezrati

Though Beijing would like to see the yuan supplant the dollar as the world’s premier international currency, China’s currency faces a steep uphill battle.
Shipping News Gives Insight Into the Impact on China

3 weeks ago | theepochtimes.com | Milton Ezrati

After a surge in American buying in China to beat the tariffs before they took effect, the shipping news in April and May reveals the significant downside. 5/14/2025Updated: 5/14/2025CommentaryPresident Donald Trump’s tariffs were so well-advertised that their initial effect was the opposite of what was intended.
Beijing pone su mirada en Latinoamérica

3 weeks ago | elepoch.com | Milton Ezrati

OpiniónA pesar de la pausa en la presión arancelaria del presidente Donald Trump sobre China, Beijing es consciente de lo vulnerable que es su economía ante una guerra comercial con Estados Unidos. En un esfuerzo por encontrar alternativas a la relación con Estados Unidos, China lanzó una ofensiva de encanto en todo el mundo, sobre todo en el patio trasero de Washington, en América Latina.
Chine : la disparition de la classe moyenne chinoise | Epoch Times

1 month ago | epochtimes.fr | Milton Ezrati

La classe moyenne chinoise a connu un rythme de croissance remarquablement rapide pendant des décennies. De la fin des années 1970 aux années 2000, l’élargissement des possibilités de travail a permis aux paysans de sortir de la pauvreté absolue et à d’autres travailleurs d’entamer le processus d’accumulation d’un certain niveau de richesse.
China’s Disappearing Middle Class

1 month ago | theepochtimes.com | Milton Ezrati

CommentaryChina’s middle class has enjoyed a remarkably rapid pace of growth for decades. From the late 1970s to the twenty-teens, expanding work opportunities allowed peasants to rise out of abject poverty and other workers to begin the process of accumulating a measure of wealth. Such striking improvements have now begun to falter under the impact of the property crisis and the loss of export markets in the United States and Europe. And there are other challenges.
Trump trouve des alliés involontaires dans la guerre commerciale avec la Chine

1 month ago | epochtimes.fr | Milton Ezrati

Les exportateurs chinois ont perdu leur « mine d’or » aux États-Unis. Depuis 2018, les droits de douane et autres restrictions commerciales de Washington bloquent de plus en plus les importations de produits chinois. En même temps, indépendamment de la stratégie de Washington, les importateurs américains, à la suite des expériences difficiles avec la Chine pendant le Covid-19 et ses conséquences, ont décidé de diversifier leur approvisionnement en dehors de la Chine.
Trump Finds Inadvertent Allies in His Trade War With China

1 month ago | theepochtimes.com | Milton Ezrati

CommentaryChinese exporters have lost a proverbial gold mine in the United States. Since 2018, Washington’s tariffs and other trade restrictions have increasingly blocked imports of Chinese products. Meanwhile, independent of Washington’s agenda, American buyers, after difficult experiences with China during COVID-19 and its aftermath, have decided to diversify their sourcing away from China.