The two most interesting macro charts
I find these two charts absolutely fascinating right now in the face of the geopolitical changes happening. This idea stems from a pretty simple question: Who stands to benefit the most should supply chains need to be retooled because our current providers fail?
If the economy in China implodes due to civil unrest or a structural change in CCP/PRC leadership, where will the globe look to in order to replace that gap? Latin America and/or Africa.
Yes, I know there's a shit load of assumptions, leaps in logic, etc. in this. I could write a novel on the mechanics of how this could theoretically play out. But just for a moment, think about it. We trade one cheap labor for another. We already have well-established supply chains in Latin America. We have geopolitical leverage over them and have been willing to push heavily to influence elections. Who knows.
Anyways, again, I thought the charts were just so interesting in the wake of a sea of other charts that suggest things are just getting warmed up.
The
ILF and EZA are the most interesting macro charts to me right now.
If the economy in China implodes due to civil unrest or a structural change in CCP/PRC leadership, where will the globe look to in order to replace that gap? Latin America and/or Africa.
Yes, I know there's a shit load of assumptions, leaps in logic, etc. in this. I could write a novel on the mechanics of how this could theoretically play out. But just for a moment, think about it. We trade one cheap labor for another. We already have well-established supply chains in Latin America. We have geopolitical leverage over them and have been willing to push heavily to influence elections. Who knows.
Anyways, again, I thought the charts were just so interesting in the wake of a sea of other charts that suggest things are just getting warmed up.
The
ILF and EZA are the most interesting macro charts to me right now.
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