Tracy Alloway
Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
Articles
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4 days ago |
bloomberg.com | Joe Weisenthal |Tracy Alloway
Understanding the cultural element of tech diffusion. Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifySubscribe to the newsletterOver the last several years, the world has watched as China edges close to or past the technological frontier in more and more areas. Earlier this year, US investors were jolted even further when DeepSeek's AI model proved to be close to the state of the art American models. So what is the process by which China actually develops new tech?
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4 days ago |
flipboard.com | Joe Weisenthal |Tracy Alloway
NowZero ships from China are bound for California’s top ports. Officials haven’t seen that since the pandemicCNN — On Friday morning, West Coast port officials told CNN about a startling sight: Not a single cargo vessel had left China with goods for the two major West Coast ports in the past 12 hours. That hasn’t happened since the pandemic.
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5 days ago |
bloomberg.com | Tracy Alloway |Joe Weisenthal
Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifyAmerica's textile industry has famously declined over the years, with a bunch of production moving to lower-cost places like China, Vietnam, and Bangladesh. Now, with the Trump administration imposing heavy tariffs on exports from these countries, the US clothing industry is facing another big shock.
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6 days ago |
bloomberg.com | Joe Weisenthal |Tracy Alloway
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.
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6 days ago |
bloomberg.com | Joe Weisenthal |Tracy Alloway
Listen to Odd Lots on Apple PodcastsListen to Odd Lots on SpotifyBy now, everyone recognizes that the US and China are in the middle of a trade war, with the Trump administration having imposed tariffs of as much as 125% on Chinese goods. For an export-focused economy like China's, that's a big deal. At the same time, China is pretty much the only major country that's chosen to retaliate against the US with its own set of fresh trade restrictions. So why did it decide to reciprocate?
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