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.
Go Deeper (4 min read)The Land Of No Data
For years, researchers, economists, and investors relied on a broad array of Chinese economic data to gauge the health of the world’s second-largest economy.
Go Deeper (5 min read)Europe’s Illusion of Progress?
In recent months, a wave of cautious optimism has swept across European circles. Some claim that Europe is "back on track" — buoyed by a perceived slowdown in the United States.
Go Deeper (5 min read)Decoupling Today
At the heart of this tectonic shift is the rise of China, a civilization-state that has transformed itself into a peer competitor of the United States in just a few decades.
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Read on about
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.
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DeepSeek, A Turning Point?
DeepSeek, a startup founded in 2023 by Liang Wenfeng, is challenging industry giants with a bold claim: their large language models (LLMs) deliver performance comparable to the best in the market—at a fraction of the cost.
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Europe Can Only Blame Itself
Large corporations and national governments are increasing pressure on the European Union to roll back elements of its ambitious sustainability agenda.
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Day One (+ Benchmark's Take)
President-elect Donald Trump is preparing to issue a series of executive orders immediately after his inauguration, leveraging executive authority to prioritize key policies related to immigration, energy, and government reform
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