Geoeconomics, Rediscovered
Around the world, the line between economic policy and national security is disappearing. Read More Here
Tag: Policy
The Outlook for the US Economy in 2026
Although there was a massive boom in AI-related investments in 2025, policy-induced uncertainties and disruptions to official data releases clouded the picture. With a new year fast approaching, the US economy could find itself on one of three possible paths, with the most likely scenario also being the most positive. Read More Here
Trump’s Global Tariffs Found Illegal by US Appeals Court
A U.S. federal appeals court ruled that President Donald Trump exceeded his authority by imposing global tariffs through an emergency law, but let the levies stay in place while the case proceeds. Read More Here
China Sets GDP Target at About 5% Despite Trump Tariffs
Beijing sets an ambitious economic growth goal of around 5% this year, lowers CPI target to around 2% for first time in more than 20 years and aims for a fiscal deficit target of around 4% of GDP, highest in over three decades. Read More Here Also Read: 8 takeaways from Premier Li Qiang’s work […]
Is China Ready for Donald Trump 2.0?
After a sequence of policy errors, Beijing finds itself in a weakened economic position generally and in an especially poor position to face new tariffs from the incoming Trump administration. Read More Here
China’s Rebalancing Imperative
China’s deeply entrenched countercyclical policy mindset is misaligned with its structural challenges: mounting deflationary risks, exacerbated by the lethal interplay between a rapidly aging population and serious productivity problems. Read More Here
Sunset of the Economists
Two decades ago, China’s reformist economists walked the halls of power and dictated policy. Now, they have been side-lined in favor of a new priority: national security. What happened? Read More Here
The Western fight against the tide of history
Catastrophic policy may be blamed on a lack of self-awareness, or the belief that the world sees the West the way the West sees itself. Read More Here
Why The World Feels Different In 2023
From climate negotiations to sports to diplomacy, the global south is becoming more powerful. Read More Here
How China’s Zero-Covid Policy Has Pushed People, Economy To The Brink
Support and acceptance – seen in the early days of China’s attempts to control the spread of Covid-19 – have given way to mounting fear, confusion and a sense of hopelessness among many citizens, but a rapid reopening and shift away from the stringent policy threatens to put China’s medical system at high risk of […]
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