Trump’s Foolhardy Dollar Crusade
President-elect Donald Trump has once again shown his knack for turning complex global financial systems into personal political games. This time, he declared war on...
China Strikes Back: Critical Metal Ban Exposes U.S. Vulnerabilities
China has escalated the ongoing tech and trade war with the U.S. by banning exports of critical high-tech and military-use metals, including gallium, germanium, and...
The Fed’s Inflation Dilemma
The Federal Reserve’s preferred measure of core inflation, the Personal Consumption Expenditures (PCE) price index, stubbornly rose again in October, growing 2.8% year-on-year and 0.3%...
Emerging Markets Face the Heat: Trump’s Tariffs, Dollar Strength, and Bond Woes
The outlook for emerging market bonds denominated in local currencies is deteriorating as investors abandon hopes of rate cuts, brace for a potential trade war,...
The West’s Dilemma: Peace Talks, Missiles, and the Endless Tug-of-War
After nearly 1,000 days of resistance against Russia’s invasion, Ukraine’s allies seem to be losing patience and ideas. Western leaders, notably Germany’s Olaf Scholz and...
Trump vs. Powell: A Brewing Showdown That Could Shake America’s Economy
Trump has been openly critical of Powell, the man he appointed in 2018. Nevertheless, in his first post-election press conference, Powell asserted that Trump lacks...
Germany’s Political Chaos: Will Europe’s Powerhouse Become Its Weak Link?
Germany is heading for early elections this February, as Chancellor Olaf Scholz’s Social Democrats (SPD) agreed with opposition MPs, setting the stage for a showdown...
China’s Trade Surplus Hits New Heights, Setting the Stage for Global Tensions
China’s trade surplus is on track to hit a record high this year, putting it increasingly on a collision course with some of the world’s...
The Return of President Donald Trump: A Blow to Global Climate Efforts and An Opportunity for China
Unsurprisingly, Donald Trump’s re-election is viewed as a setback for global climate action. The president-elect has made it clear he plans to scrap Biden’s clean...