Every: China-US Decoupling Accelerates

October Recap

2G, not G2

by Michael Every for Rabobank

We warned of ‘weapons’ being used last month. Immediately afterwards, China announced export controls on its rare earths; the Dutch government seized China-owned chipmaker Nexperia, which was about to be asset-stripped by its parent company, and which cut off chip supplies to EU industry in response; three EU oil r…