Britain’s Bet Against Growth
Britain’s Bet Against Growth Read More »
The recent British budget unveils a complex and largely negative outlook for the UK economy, reinforcing concerns about growth, public […]
Britain’s Bet Against Growth Read More »
The recent British budget unveils a complex and largely negative outlook for the UK economy, reinforcing concerns about growth, public […]
Strategic Decoupling: Why America is Rebuilding its Industrial Base Read More »
Over the past several years, U.S. economic policy has witnessed a fundamental shift, moving away from traditional free-market and trade-liberalization
Echoes of History: How U.S. Elections Shape The World Read More »
Historical instances reveal how U.S. economic policies and election outcomes have profoundly influenced global markets, affecting foreign exchange stability and
Five Forces, One Forecast: A Probabilistic Guide to Market Shifts Read More »
In recent months, five traditionally inversely correlated asset classes—U.S. stocks, Treasury yields, gold, the U.S. dollar, and Chinese stocks—have defied
Uncertain Outcomes, Certain Risks: Market Repricing Post-Election Read More »
Since early October, market trends have shown a strong expectation of a Republican win in the upcoming U.S. elections, specifically
Four Forces Fueling the Bond Market Bear: Inflation, Growth, Debt, and Geopolitics Read More »
U.S. long-term bonds, exemplified by TLT.US, have seen negative returns for four consecutive years, driven by economic shifts, rising government
The EU, Between America and China Read More »
The European Union’s trade balance has experienced significant fluctuations over the last three years. In July 2021, the EU maintained
China’s Robotics Revolution Read More »
China’s robotics industry, originally powered by rapid expansion, is undergoing a shift from growth to consolidation. This sector, heavily supported
Why Hong Kong Remains Asia’s Strategic Hub Read More »
Hong Kong faces significant economic and social challenges, particularly in its financial, tourism, and retail sectors, as recent geopolitical and
A Comprehensive Look at China’s Stimulus Plan Read More »
China’s recent stimulus package presents a distinct shift in its economic approach, with a particular focus on bolstering domestic demand
Over the past two and a half years, bond market movements, particularly in US Treasuries, have been marked by dramatic
U.S. Foreign Policy After the Presidential Election Read More »
The geopolitical landscape the next U.S. president will face in January 2025 is fraught with challenges, including intensifying competition with