Trade and financial sanctions are a double-edged sword. It’s possible to cut off Russia from imports of needed goods and services. It is also possible to exclude Russia from financial systems and payment channels. But trade and finance are a two-way street.
By Jim Rickards,
I’ve been addressing the war on cash lately, and for good reason. While everyone’s attention is focused on the war in Ukraine, inflation, and the Supreme Court, government plans to eliminate cash are accelerating.
By Jim Rickards,
Central Bank Digital Currencies (CBDCs) are coming even faster than many anticipated. The digital yuan is already here. It was introduced in China last February during the Winter Olympics. Visitors to the Olympics were required to pay for meals, hotels, transportation, etc., using QR codes on their mobile phones that linked to digital yuan accounts. […]
By Jim Rickards,
The Federal Reserve was studying a possible Fed CBDC at a research facility at MIT. Now the idea has moved from the research stage to preliminary development.
By Jim Rickards,
While energy is making the headlines in terms of the economic impact of the war, food supply is equally in jeopardy. It’s important to understand that food on your table is one end of a long and complex supply chain.
By Jim Rickards,
The dependence of Western Europe on Russian natural gas is critical. The 27 member nations of the EU currently receive 40% of their imported natural gas from Russia.
By Jim Rickards,
The war news changes daily, and our purpose isn’t to give a dense chronology of causes, events, our purpose is to consider the economic consequences of the war, regardless of military success or failure by one side or the other.
By Jim Rickards,
Will soaring energy prices benefit the stock performance of oil and gas companies, or will it cause even higher inflation that depresses overall stock prices?
By Jim Rickards,
US foreign policy experts Hal Brands and Michael Beckley raised this possibility in an article in Foreign Affairs in October 2021. It’s not that China believes it’s superior to the US. It’s that China has realised this is as good as it gets. If you want to take Taiwan, you have to try now, because your chances […]
By Jim Rickards,
A Chinese invasion of Taiwan would be the most disruptive geoeconomic event possible, equivalent to an invasion of Japan or Western Europe, and just short of nuclear war.
By Jim Rickards,
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