Debt Crisis 2.0.
The stability framework designed to protect the Eurozone is facing a challenge it was never truly built for: a crisis of fiscal credibility within its core.
Go Deeper (5 min read)The European Union Kills Europe
The European Union was founded as a bold promise: a continent without barriers, where trade and cooperation would unleash economic dynamism.
Go Deeper (8 min read)The EU's Broken Model
The European Commission sharply reduced its growth outlook on Monday, warning that trade tensions and geopolitical uncertainty risk further weakening the bloc’s fragile economy.
Go Deeper (2 min read)U.S. Technology Dominance
As the United States strengthens its grip over the technologies the world increasingly relies on—most critically, advanced semiconductors—other countries find themselves in a position of dependence that threatens their sovereignty.
Go Deeper (3 min read)Potential Dissent at the Federal Reserve
This week’s Federal Reserve meeting may bring a rare event not seen since 1993: multiple governors dissenting from the chair’s policy direction.
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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.
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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.
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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.
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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.
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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 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)
