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On TikTok ban whiplash, digital trade, Harvard MBAs, and CEOs running it back.
I published 52 pieces this year (plus favorite tweets and an essay from the vault).
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The most likely scenario is some form of Finlandization.
PLUS: The Year of Kendrick, Temu and Shein Clapped, Luka Doncic Trade.
New tariffs on China imposed by Trump — and an end to direct e-commerce shipping to U.S. consumers — could impact Shein and Temu, but their influence extends globally.
National security, infant industries, national champions, and some more unorthodox theories.