By Jonathan Custer | October 22, 2026 China’s new energy vehicle exports rose 160% to 571,000 units in September while NEV sales inside China fell 9.4% to 1.252 million, according to the China Association of Automobile Manufacturers (CAAM), as reported by CnEVPost. Total vehicle sales fell 8.4% to 2.956 million. NEVs were 61.6% of all …
The U.S. COVID-19 curve is going vertical as the virus spreads and new cases are finally being counted as testing is ramped up. Though political pressure is building to “open the economy,” we believe the economy will not begin to improve until serval weeks after the rate of change of these curves turns negative. Italy …
The U.S. stock market was an accident waiting to happen as valuations were historically excessive before the coronavirus struck. Moreover, markets are very distorted due to all the government intervention and the Federal Reserve’s extraordinary monetary policy since the Great Financial Crisis (GFC). The traditional economic signals extracted from the financial markets are no longer …