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Britain’s Bet Against Growth

Post-Economic / 2 November 2024

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

Post-Economic / 1 November 2024

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

Post-Economic / 31 October 2024

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

Post-Economic / 30 October 2024

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

Post-Economic / 29 October 2024

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

Post-Economic / 28 October 2024

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

Post-Economic / 27 October 2024

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

Post-Economic / 26 October 2024

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

Post-Economic / 25 October 2024

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

Post-Economic / 24 October 2024

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

Lackluster Bonds

Post-Economic / 23 October 2024

Lackluster Bonds Read More »

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

Post-Economic / 22 October 2024

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

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