For most of the last decade, Europe felt like it was stuck in neutral, held back by governments reluctant to […]

Each bull market seems to follow a well-worn pattern. We hop from buzz-worthy technological leaps that promise boundless productivity gains,

Uncertainty has become the defining feature of global trade, thanks to the US administration’s tariffs and their sometimes swift reversals.

China is in an era of population anxiety. Government pronouncements on expanding childcare subsidies and making education more affordable reflect

The dollar’s monopoly on energy is gone, and bunds are dead as a foolproof refuge for reserves. As Asia moves

There are moments in markets when conviction is easy—when price action, narrative, and positioning all point in the same direction.

China’s determination to secure every link in its industrial chain has upended traditional expectations about how business is done under

Europe stands at a crossroads where fiscal policy meets geopolitics. As the once-sacrosanct Maastricht budget limits give way to defense-driven

Debates about Beijing’s fiscal intentions for 2025 abound, yet few realize just how much the multitude of government budget accounts

If investing globally has taught me one thing, it’s that markets rarely deliver exactly what investors are expecting—and never exactly

After decades spent as Europe’s fiscal disciplinarian, Germany’s pivot toward bold deficit spending signals more than just a domestic shift;

Rather than chasing groundbreaking leaps in technology at any cost, Chinese companies are leveraging practical innovation and cost-effective, open-source models