Global Economics
The Great Unraveling: Is Japan’s Trillion-Dollar Debt Bubble About to Burst?
Japan’s massive debt was once manageable due to unique economic conditions. Now, those conditions have vanished, putting the world’s third-largest economy on the brink of a fiscal crisis.
Beyond the Gaffe: How One Remark on NATO Could Reshape Global Finance
A single remark questioning NATO’s mutual defense pact threatens to upend global finance, imperiling the US dollar and shaking the stock market.
The AI Gold Rush: Why Asia’s Chip Titans May Be First to Feel the Chill
The AI stock market boom has inflated Asian chipmakers, but their hyper-specialization makes them more vulnerable to a downturn than diversified US tech giants.
The Great Reversal: How a Shrinking World Will Upend Finance, Investing, and the Global Economy
We are entering a “Great Reversal”—a new era of depopulation that will flip our economic and financial assumptions about growth, inflation, and investing.
EU vs. China: A New Economic Iron Curtain? What Investors Need to Know
The EU is overhauling its investment rules to counter China, demanding more local benefits and tech protection. A new era for global finance has begun.
The Empty Chair: What the US G20 Boycott Means for the Global Economy and Your Portfolio
The US boycott of the G20 summit in South Africa signals a major shift in global power dynamics, with deep implications for the economy, investing, and finance.
From Finance to Foreign Policy: Is Varun Chandra the Economic Game-Changer Britain Needs in Washington?
Varun Chandra, a top business adviser to Keir Starmer, is a frontrunner for US envoy, signaling a major shift towards economic diplomacy for the UK.
India’s $8 Billion Banking Boom: Why Global Finance is Betting Big on the Subcontinent
A seismic shift is underway as global banks pour billions into India’s financial sector, drawn by regulatory easing and immense economic potential.
The Trillion-Dollar Impasse: Why the COP30 Climate Deadlock is a Critical Signal for Global Finance
The UN climate summit’s deadlock over fossil fuels and finance is a red flag for the global economy, creating major risks for investors and markets.
Beyond the Dealmaker: Why the “Great Man” Myth Is a Dangerous Trap for Modern Investors
The “Great Man” theory of history is a dangerous myth in modern finance. True drivers of trade and economy are systems, not individuals.
Unlocking Africa’s Future: A 70-Year-Old German Blueprint for Solving Today’s Debt Crisis
A 1953 debt deal for post-war Germany offers a powerful blueprint for solving the escalating sovereign debt crisis facing African nations today.
Geopolitical Tremors: A High-Stakes Ultimatum in Ukraine and the Financial Shockwave Ahead
A hardline ultimatum to Ukraine to sign a peace deal is sending shockwaves through the global economy, impacting finance, investing, and the stock market.