Is China's Economic Model Sustainable? China’s economic model is more vulnerable than many think since China’s growth depends heavily on exports, subsidies, cheap credit, financial repression, and currency manipulation—while weak household consumption, falling investment efficiency, and rising debt make the…
Why the Yen Matters to the United States A weakening Japanese yen matters to the United States: Japan and the U.S. are tightly linked through trade and financial markets, so a sharp yen decline can affect American borrowing costs, exporters,…
Geopolitical Play Against China and Russia in Middle East the Trump administration’s proposed 30-year civil nuclear cooperation deal with Saudi Arabia is not just about energy, but a strategic tool to push Saudi Arabia toward normalizing relations with Israel through…
False Promise of Middle Power Alliances Mark Carney’s call for middle powers to build strategic autonomy and uphold a rules-based international order is insightful but ultimately limited. It says the idea is attractive in theory, but real geopolitical and economic…
New Tariff Threat on Canada is Negotiation Strategy Trump announced 50% tariffs on many Canadian imports using Section 338 of the 1930 Tariff Act, a law apparently used by a president for the first time. The move targets goods such…
Trump Orbit Alliances in Latin America Expanding Latin America is seeing a shift toward Trump-aligned leaders who favor free-market policies, hardline security, and cooperation with the U.S. on immigration and counternarcotics. There are several new or rising leaders across the…
US-Iran War: Escalate or Negotiate A major escalation between the U.S. and Iran, with U.S. airstrikes hitting multiple sites in Iran and Iran retaliating against U.S. military facilities across the region. The conflict has raised fears of a wider war…
Trump Criticized Pedro Sanchez of Spain Trump used the NATO summit in Ankara to criticize allies over support for the Iran campaign, rebuke Spain for low defense spending, and renew pressure on Greenland and NATO burden-sharing. Trump said the Iran…
NATO Summit in Ankara and the Future of Global Security The aftermath of the geopolitical tensions surrounding the NATO summit in Ankara, highlighting Donald Trump's threats to withdraw US troops from Europe and his transactional approach to the alliance. Many…
Post-Ayatollah Regime: More Flexible? U.S. officials are betting Iran could be persuaded to change its long-standing hostility toward the United States in exchange for sanctions relief and economic benefits. But history suggests this is difficult: past attempts, including the 2015…
Get the Free
Macro Newsletter!
Macro Insights
