US

America’s Record Trade Deficit in 2025: Tariffs Failed or Demand Too Strong?

The U.S. goods trade deficit widened to a record in 2025 even after years of tariff hikes. What does this reveal about American demand, the dollar, and global trade dynamics?
2026.02.20
US
Eurozone

Lagarde’s Early Exit From the ECB: What It Means for Eurozone Rates and the Euro

Christine Lagarde’s early departure from the ECB introduces uncertainty around eurozone rate cuts, leadership succession, and the euro’s outlook. Here’s how markets may respond.
2026.02.19
Eurozone
US

“Several” Rate Cuts? Inside the Fed’s Conditional Pivot Toward Easing

Chicago Fed President Goolsbee says several rate cuts are possible if inflation moves toward 2%. We analyze what this means for markets, AI-driven productivity debates, and global capital flows.
2026.02.18
US
Tech

China Flags Semiconductor Supply Chain Stability as Top Priority After Dutch Nexperia Ruling

China signals semiconductor supply chain stability as a top priority after a Dutch ruling involving Nexperia, highlighting accelerating tech decoupling and geopolitical risk in global markets.
2026.02.17
Tech
Ukraine-Russia

Russia Cuts Rates Again as Wartime Economy Shows Signs of Strain

Russia’s central bank lowered interest rates again as economic growth slows under wartime pressures. Here’s what it means for inflation, the rouble, sanctions, and global markets.
2026.02.16
Ukraine-Russia
Global Economy

If the Fed Loses Its Independence, the World Pays the Price

Germany’s Bundesbank warns that political interference in the Federal Reserve could spark global inflation and financial instability. Here’s how Fed independence affects markets worldwide.
2026.02.13
Global Economy
Asia Pacific

US and Japan’s $550 Billion Strategic Fund Signals a New Era of Economic Security

The US and Japan are launching a $550 billion strategic fund targeting energy security and semiconductor supply chains. Here’s what it means for global markets and US-China competition.
2026.02.12
Asia Pacific
Asia Pacific

Taiwan’s Budget Stalemate Raises Defense Risks as China Pressure Mounts

Taiwan warns its delayed $40B defense budget could weaken deterrence against China, raising geopolitical risks across Asia and global markets.
2026.02.11
Asia Pacific
US

Why a Messy Fed Chair Confirmation Could Rattle Global Markets

A potential battle over the next Federal Reserve Chair is raising concerns about central bank independence, market volatility, and U.S. monetary credibility.
2026.02.06
US
Global Economy

A Messy Divorce: Why the US–China Economic Split Is Becoming Hard to Control

The US and China are moving beyond managed de-risking toward a messy economic separation. Here’s why the shift threatens global growth, trade, and financial stability.
2026.02.05
Global Economy
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