IS THE CHINESE ECONOMY STRENGHTENINGAND CAN THIS TREND BE SUSTAINED? The rate of return for March 2023.

SUDAN. THIS IS HOW A WORLD WAR RIPENS. IT BEGINS BY FIRST ESCALATING ON THE PERIPHERY.

This is a short report on the events in the Sudan where once again the West has provoked strife. What is interesting is the delay in Britain and the US evacuating there citizens from Sudan. Was this caused by arrogance or incompetence? Likely arrogance, the belief that their coup would succeed within a few days. The fact that they are now evacuating shows these imperialists are not sure of the outcome of their coup.

It is worth noting that the isolated and unpopular government in Peru would rather invite in the US military to support its illegitimate rule than call elections. Thus the war proceeds to yet another continent.

IS THE US TONING DOWN ITS RHETORIC AGAINST CHINA? Is this a nod to reason or mere deception?

THE SWP’S RUSSO-PHOBIA MISLEADS THE PEACE MOVEMENT YET AGAIN.

FIRST THE ENERGY COMPANIES MAKE EXTRAORDINARY PROFITS, NOW IT’S THE TURN OF THE BANKS

SO THIS IS HOW GREAT EMPIRES FAIL THEN FALL.

GERMAN, JAPANESE and BRITISH PROFITABILITY FOLLOW THE FALL IN US and CHINESE PROFITABILTY.

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 IS THE DOLLAR STILL WORTH A BUCK?

US PROFITS HOLD UP IN Q4 2022 BUT CHINESE PROFITS COLLAPSE IN JAN-FEB 2023.

A number of prominent recent financial reports and commentaries focus on how much more accommodating and open the Chinese Communist Party has become to business and foreign investment. The reason for this is established by the graph in this article covering China’s Complex Rate of Return which shows a sharp deterioration. The collapse in profitability in China has forced the CCP into the arms of private capital as it seeks a way out of this crisis. Make no mistake, like all market economies producing for profit, reversing the collapse in the rate of profit is essential if China is to regain its dynamism once more.

THE STARK CHOICES FACING THE FED; INFLATION vs SAVING THE BANKS, or is it so stark?

In the article I pointed out that the bulk of layoffs currently are amongst higher paid workers. This is confirmed by the news that Indeed the employment agency, is sacking 15% of its workforce thereby revealing that the record number of job openings are a fiction, they are either stale or duplications. What the FED does not appreciate is that the loss of higher paid jobs outweighs the addition of lower paid jobs. Thus a qualitative analysis which looks at the nature of the job losses and creations, rather than the crude and inaccurate BLS survey of jobs, shows that the overall purchasing power of wages is falling given where the job cuts are concentrated.