The Continent of Managed Decline
Describing Europe's trajectory as "improving" requires a definition of the word so generous it borders on dishonest.
Go Deeper (17 min read)Sovereign Pivot
The conventional framing of global economic power tends to focus on trade balances and manufacturing output. This perspective misses a more consequential asymmetry.
Go Deeper (16 min read)Europe's Trade Trap
On November 14, 2024, Chinese President Xi Jinping and Peruvian President Dina Boluarte inaugurated the Chancay Port—a $3.5 billion megaport in which COSCO Shipping holds a 60% stake.
Go Deeper (16 min read)From Plus To Minus
Germany’s trade deficit with China is on a trajectory to hit a record high in 2025, driven by a sharp contraction in demand for German goods that analysts warn is unlikely to reverse in the near term.
Go Deeper (4 min read)Structural Divergence in Global Creditor Nations
A significant shift occurred in global capital markets: Germany surpassed Japan as the world’s largest net creditor nation.
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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.
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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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World Defies Turbulence
Despite a historic surge in tariffs this year, the global economy has demonstrated an unexpected strength, confounding predictions of a sharp slowdown.
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Power Generation Drives Growth
The Netherlands has begun rationing electricity in an effort to alleviate mounting pressure on its overburdened power grid, revealing a growing infrastructure strain that is likely to ripple across Europe.
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AI’s White-Collar Reckoning
In corporate boardrooms across America, the tone around artificial intelligence is shifting.
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Caution Leads The Way
A restrained and measured approach has continued to be taken by the Federal Reserve, with policy left unchanged as inflation remains slightly above the 2% target and the effects of tariffs introduce further complexity.
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