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ChinaTech

June 2025 Roundup: What I am Reading, Watching and Listening To

June 2025 Roundup: What I am Reading, Watching and Listening To

The AI Dollar Thesis
This article explores the convergence of AI and the U.S. dollar, discussing how U.S. tech companies exporting AI globally may reinforce the dollar's dominance. It offers an interesting thesis that blends macroeconomics and innovation, highlighting why software (especially AI) might become America's most important export.

Economic Uncertainty Has Never Felt This Uncertain
A Bloomberg Opinion piece that dissects the layered complexities of today’s economy. It breaks down why markets feel off balance even when data points appear solid and how uncertainty itself is being redefined.

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