Trade War 2.0
China’s strategy to revive its struggling economy by supercharging its manufacturing sector is putting pressure on industries worldwide, stoking fears of a looming global trade war.
Go Deeper (4 min read)Slowing Hiring
The period of intense hiring and record-low unemployment, which allowed millions of workers to find new opportunities, increase their wages, and reshape their careers, is giving way to a more typical market.
Go Deeper (2 min read)Tenant Evictions Remain High in Many U.S. Cities
Tenant evictions remain at elevated levels in several U.S. cities, showing little sign of returning to pre-pandemic norms.
Go Deeper (3 min read)Luxury Shame Hurting European Brands
In China, a notable shift in consumer behavior is underway as the country's affluent become increasingly cautious about displaying their wealth amidst economic challenges.
Go Deeper (2 min read)A Rotation Into Value?
The Trump Trade is back in focus, as investors shift towards small-cap and 'old economy' stocks in a manner reminiscent of the trends seen during Donald Trump's 2016 presidential campaign.
Go Deeper (3 min read)
Exporting Deflation Might Not Work
China's factories unexpectedly contracted in May, ending a two-month period of growth and casting doubt on the country's export-driven strategy to rejuvenate its struggling economy.
Go Deeper (3 min read)
China's Routes
Chinese automakers are shifting their focus to global markets outside the U.S. following the Biden administration's decision to impose 100% tariffs on Chinese electric vehicles (EVs).
Go Deeper (2 min read)
It Is Cooling Down
Despite this slowdown, overall economic activity remains robust, and the moderation could be good news for investors, as it may pave the way for potential interest rate cuts by the Federal Reserve.
Go Deeper (2 min read)
Fed's Independence
The Federal Reserve faced significant challenges following World War II. Initially, it maintained low interest rates on U.S. debt as part of its wartime economic policy.
Go Deeper (2 min read)
China Shock 2.0
In an effort to boots its economic prospects, China is inundating global markets with inexpensive goods, marking a multitrillion-dollar continuation of the China shock that reverberated through global manufacturing over twenty years ago.
Go Deeper (2 min read)
April 2024 - Commentary
China announced an uptick in its economic performance for the initial quarter of the year, primarily fueled by the government's intensified focus on boosting manufacturing activities.
Go Deeper (4 min read)
