China’s Rare Earth Export Freeze
Since early April, China has effectively shut off the global supply of several heavy rare earth elements and magnets critical to sectors ranging from auto manufacturing to aerospace defense.
Go Deeper (3 min read)Made In China 2025
Rolled out a decade ago, the plan was aimed squarely at transforming China from a low-cost assembly hub into a high-tech industrial powerhouse.
Go Deeper (4 min read)Europe’s Gap Widens
The continent that once gave the world the printing press, the jet engine and the World Wide Web is now conspicuously absent from the global tech vanguard.
Go Deeper (4 min read)Europe’s Capital Challenge
Despite an abundance of savings across the continent, Europe continues to struggle with converting those reserves into productive, high-growth investments.
Go Deeper (4 min read)Europe’s Economic Hope
Spurred by the war in Ukraine, rising geopolitical tensions, and decades of underinvestment, the continent is entering a new era of state-led defense spending.
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The Trump Reset
President Donald Trump is shaking up global markets with an aggressive tariff strategy, a move that some analysts believe is part of a calculated effort to engineer an economic slowdown.
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Inflation Is A Top Issue
Record-high prices have continued to pose challenges for the Trump administration.
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The Economy Is Still Strong
Despite a stable economy, public sentiment continues to trend downward. According to recent data, consumer confidence witnessed a significant drop in February, marking the largest decline since 2021.
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Anything But China?
A new trend is emerging among Western tech companies: "Anything But China" (ABC). What began as a cautious diversification strategy has now become a full-blown shift, as businesses scramble to reduce their dependence on Chinese suppliers.
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Powell Is Prudent
Federal Reserve Chair Jerome Powell emphasized a patient approach to interest rate adjustments during his testimony before Congress.
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Dealing With China
Beijing is preparing an initial proposal aimed at preventing further tariff hikes and technology restrictions from the Trump administration.
Go Deeper (3 min read)
