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.
Go Deeper (9 min read)Why Critics Say Europe Is Lost
In a recent analysis of reader reactions to the European Union's trajectory, we found a stark contrast between the official narrative and public sentiment.
Go Deeper (6 min read)More from Markets
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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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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Green Energy To Replace Coal?
Nearly a decade after the signing of the Paris climate accord, it was widely believed that coal use would be rapidly reduced. World leaders had been heard promising that coal would be phased out in pursuit of the 1.5 °C warming limit.
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Tariff Truce Fails to Halt Collapse in China-U.S. Trade
Newly released trade figures from Beijing show shipments to the U.S. tumbled 35% year over year in May, the steepest decline since the pandemic’s early months in 2020.
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