This Is What the US Just Did to China on Semi...

Nate Silver tells us he is calling this midterms the “rock and a hard place election” — the background conditions are great for Democrats to win both the House and the Senate, but for that to come to pass, the party has to pull off some things that haven't happened in generations ...  Show more

The structured products business in the US has gotten very large recently — on track to hit $300 billion in sales this year. That they are all the rage means a once opaque financial product is getting a lot more attention. So what are structured products, exactly, and how are the ...  Show more

Six months into Washington’s sweeping export restrictions on semiconductors, Chinese and global chipmakers including TSMC are navigating the fallout. In this Exchange podcast, author Chris Miller talks about the fight for the critical technology and how Beijing may retaliate. Vis ...  Show more

The Biden administration announced a monumental policy shift earlier this month, set to limit and control the exportation of artificial intelligence and semiconductor technologies to China. The restrictions will block leading U.S. chip designers from accessing the Chinese market; ...  Show more

This week, Mike and Jude are joined by Emily Kilcrease, director of the Energy, Economics, and Security program at CNAS, who formerly served as deputy assistant U.S. trade representative and National Security Council director for international trade, investment, and development. ...  Show more