The industrial processes of large economies: the quartet of US, China, Germany and Japan
Intro -- Introduction -- Contents -- About the Author -- 1 The Integrated State of Global Production Chain -- 1.1 China's Top-Down Macro Engines -- 1.2 Bottom-Up Allocation by Export and Auto Production -- 1.3 The German-Sino Auto Linkage -- 1.4 The Sino Japan US Production Linkage -- 1.5 The Global Electronics Supply Chain and the IT Revolution -- 1.6 The Aerospace Supply Chain -- 2 Bismarck and the German Model of Consensus -- 2.1 Business, Labor and Governmental Mitigation -- 2.2 Research, Training and Limited Fiscal Support -- 2.3 Bank Lending and Long-Term Industrial Objectives -- 2.4 Stable Currency and Segmented Euro Fiscal Leverage -- 2.5 The German Search for a Stable Scaled Export Market -- 3 The Meiji Restoration and Value-Added Industrial Focus -- 3.1 Postwar Industrial Objectives and 5-Year Plans -- 3.2 Industrial Initiatives and Semiconductor Agreement -- 3.3 Trade Conflict and Interest Rate Liberalization -- 3.4 Currency Rate and the Plaza Accord -- 3.5 Aging Society and Fiscal Conservation -- 3.6 Sino-Japan-US Labor Division -- 4 The New Rome and the US Exceptionalism -- 4.1 Trade Industrial Policies in History -- 4.2 Fiscal Industrial Policy and Functional Focus -- 4.3 Direct Versus Indirect Specific Industrial Policy -- 4.4 Dollar Status, Yield Comparison and Industrial Allocation -- 4.5 The Global Deployment Model and Innovation Leverage -- 5 The Current Entrenched Global Imbalance -- 5.1 German Industrial Congregation Versus the Rest of Europe -- 5.2 Japanese Industrial Congregation by Industries and Regions -- 5.3 China Supply Chain Congregation and the Rise of Tier-1 Cities -- 5.4 US Tech International Success and Domestic Regional Divergence -- 5.5 The Capital Efficiency Model and the Social Divergence of the 1% -- 5.6 Industrial Policy Stability and Corporate Bias -- 5.7 Russia, UK and France.