William Pesek

PETER LEWIS' MONEY TALK - Wednesday 15 October 2025 ● China hits back at US on shipping with Hanwha curbs ● Singapore GDP growth at slowest in 2 years in Q3 ● LG India jumps 48% in trading debut after $1.3 billion IPO

Always a pleasure to be on Peter Lewis' Money Talk podcast to talk about all things #Japan
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Xi must be loving how Trump is remaking the US in China's image From golden shares to clown-show trade deals, Washington embraces state capitalism

Trump's odd play to beat China: turn the US into #China
asia.nikkei.com/opinion/xi-m...

Asia hanging on Powell's every word at Jackson Hole - Asia Times TOKYO — It’s arguably been decades since a single US Federal Reserve speech was as important to Asia as Jerome Powell’s will be on Friday (August 22) at a

Is Jerome Powell’s Jackson Hole speech on Friday the most anticipated in modern Fed history? It’s certainly in the conversation
asiatimes.com/2025/08/asia...

Scott Bessent's got a Japanese blind spot - Asia Times TOKYO – Fresh off getting outmaneuvered by Tokyo on a “trade deal,” President Donald Trump’s team is going even further to demonstrate its ignorance of

It's amazing to recall now that #ScottBessent was supposed to be the 'smart' one

asiatimes.com/2025/08/scot...

Trump New 50% Tariffs Are the Last Thing India’s Modi Needs Growth was already looking rocky for India before 50% tariffs came along, William Pesek writes in a guest commentary.

My look at how #Trump just wrecked #India's 2025 -- for #barrons

www.barrons.com/articles/ind...

Japan’s ‘Womenomics’ Push Ages Terribly As Economy Struggles Sometimes, it’s the pressing election issues that no one is talking about that matter most. Especially when the omission is by design — like the role of women in Japan’s economy.

Why #Japan's election is a reminder of how the nation's supposed #womenomics push fizzled out. Sadly -- @forbes.com www.forbes.com/sites/willia...

PETER LEWIS' MONEY TALK - Wednesday 16 July 2025 ● China’s economy grows 5.2% as exports offset consumer slide ● US inflation picks up again in June ● Nvidia to resume H20 AI chip sales to China in US reversal

Always a pleasure to be on Peter Lewis' Money Talk podcast for a chat about all things #Japan. Our discussion starts at 35’10” mark PETER LEWIS' MONEY TALK - Wednesday 16 July 2025 open.substack.com/pub/peterlew...

Trump’s Tax Bill Is Handing China the Future of EVs and Clean Energy Trump’s “Big, Beautiful” tax bill gives China several advantages, William Pesek writes in a guest commentary.

You can hear the champagne corks popping in Beijing.... My latest for #Barrons
www.barrons.com/articles/tru...

Bond Vigilantes Give ‘Worse Than Greece’ Japan A Reprieve Global bond markets can breathe a little easier following Japan’s successful sales of 30-year debt on Thursday.

My latest look at #Japan for #Forbes

www.forbes.com/sites/willia...

Oil crisis 2.0? Central banks brace for Middle East fallout Geopolitical turmoil and Trump's tariffs fuel economic fears from Tokyo to Jakarta

My latest column for Nikkei Asia

asia.nikkei.com/Opinion/Oil-...

Trump Should Get The Hint That Xi Just Isn’t That Into Him Xi Jinping probably doesn’t know whether to be flattered or aggrieved by Donald Trump’s late-night rantings about the Chinese leader.

My look at how #China outsmarted #Trump's trade war

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The clock is ticking on South Korea's new president -- even on Day 1 Lee Jae-myung has little room for error after months of political paralysis

My column on the honeymoon #SouthKorea's new president WILL NOT be getting. For #NikkeiAsia

asia.nikkei.com/Opinion/The-...

Why Trump’s Trade War Isn’t Keeping South Korea Down For a sizable, open economy taking big hits from Donald Trump’s trade war, South Korea sure seems chirpy about the near-term outlook.

My latest look at #SouthKorea in the #Trump2.0 era

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Japan’s Bond Market Is in the Spotlight. Its Economy Faces Headwinds. Tariffs have Japanese bonds quaking, William Pesek writes in a guest commentary.

My latest column for #barrons -- on #Japan's recent financial turmoil
www.barrons.com/articles/jap...

China Demonstrates High Cost Of Trumpian Uncertainty China’s 5.4% growth rate in the first three months of the year is as impressive as it is disorienting.

My look at the slow burn nature of how #Trump's tariffs are hitting Asia

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The 'Trumpcession' is starting to hurt allies more than China Japan and South Korea's economies shrank in Q1, even before tariffs kicked in

Asia braces for the #Trumpcession to come.....

asia.nikkei.com/Opinion/The-...

China Just Made Its Odds of Besting Trump Great Again Backpedaling China tariffs is a win for Asia, William Pesek writes in a guest commentary.

My latest column for #Barrons -- on how Asia is managing to get the better of #TariffMan Trump

www.barrons.com/articles/asi...

Warren Buffett’s Parting Gift To Japan Is Economic Gold At least on Japan, Warren Buffett’s investment strategy seems to be of the better-late-than-never variety.

My latest #Forbes column -- on how #WarrenBuffett learned to love #Japan www.forbes.com/sites/willia...

Trump’s #10000TariffGrandpa Persona In China Is No Laughing Matter With hashtags like #10000TariffGrandpa going viral in Chinese cyberspace, it’s hard not to ignore the extent to which Donald Trump’s trade war is falling flat.

My latest on a trade war going off the rails fast.....
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China, Japan, Korea sense Trump trade war weakness - Asia Times TOKYO – Asia is breathing somewhat easier as Donald Trump confronts the limits of his ability to self-immolate the US economy. Amid historically

My latest look at why the #Trump trade war is backfiring so spectacularly

asiatimes.com/2025/04/chin...

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Trump Crashing The Dollar Is Wrecking Japan’s 2025, Too For 20-plus years now, U.S. officials have been prodding Japan to engineer a stronger yen. It never occurred to Tokyo, though, that Washington might be willing to crash the dollar to do it.

Why #Trump's plan to sabotage the dollar is such a terrible idea

www.forbes.com/sites/willia...

Trump’s Attack on the Fed is a Gift to Xi Jinping The president would make the Federal Reserve look like the People’s Bank of China, William Pesek writes in a guest commentary.

My latest column for #barrons, looking at how #Trump is kicking economic ball after ball into #China's net

www.barrons.com/articles/tru...

Trump has made the BOJ's job so much harder Kazuo Ueda's rate plans are collateral damage in Washington's trade offensive

Who has the worst job in global economics: Jerome Powell or Kazuo Ueda, as both men get trumped? Read my latest #NikkeiAsia column

asia.nikkei.com/Opinion/Trum...

China Wins As Trump Torches U.S. Treasuries In Real Time Year after year, decade after decade, officials in Tokyo, Beijing, Seoul and beyond dutifully bought U.S. Treasury securities. That’s now changing.

Why #Trump is playing into #China's hands as he trashes the #dollar

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Japan Would Be Crazy To Kiss Trump’s ‘A—’ Amid Tariff Turmoil As if Japanese leader Shigeru Ishiba’s 2025 wasn’t challenging enough, he now must “negotiate” a trade deal with Donald Trump.

Why #Japan really shouldn't be kissing Trump's 'ass'

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The real bond vigilantes hounding Trump are Asian - Asia Times TOKYO - The dollar extended its biggest plunge in three years on Friday after China raised tariffs on the US to 125% from 84%, a tit-for-tat step that has

As #DonaldTrump claims he’ll make America great again, he seems to forget Asia holds the mortgage

asiatimes.com/2025/04/the-...

Trump’s China Tariffs Are an Opportunity for Xi Jinping The tariff fiasco is an incredible opportunity for China, writes William Pesek in a guest commentary.

My latest #Barrons column -- on how China is winning #Trump's chaotic trade war

www.barrons.com/articles/chi...

Neither US nor China ready for once-in-a-lifetime trade war - Asia Times Donald Trump’s trade war with China is producing one of the most tantalizing split screens in the history of global economics. On one, the US president is

My latest on the #tradewar none of us need

asiatimes.com/2025/04/neit...

Rolling over for extorter-in-chief Trump will not end well for Asia Region needs a completely new playbook to deal with blunderbuss presidency

My latest column for #NikkeiAsia

asia.nikkei.com/Opinion/Roll...

Trump’s tariffs could hit Japan hardest Japan’s leaders failed to tariff-proof the country’s economy, William Pesek writes in a guest commentary.

My latest look at the ways #Trump's trade war is about to ravage America's closest friends, too

www.barrons.com/articles/tru...