Business
Donald Trump’s Greenland tariffs are no great blow to Europe
Trump’s Greenland tariffs pose limited threat to Europe, though an escalating trade conflict would change the scenario entirely.
China hits its GDP target—in a weird way
China hit its GDP target via strong exports offsetting weak domestic investment, masking underlying structural economic imbalances.
Why America’s bond market just keeps winning
Despite soaring debt and Fed scrutiny, market participants remain unfazed. This resilience underscores the enduring strength of the U.S. bond market.
The economics of regime change
This analysis applies historical economic lessons to Venezuela and Iran, examining how regime change impacts national economies and policy outcomes.
Jerome Powell punches back
Jerome Powell successfully defends the Federal Reserve against recent government attacks, marking a significant setback for those attempting to undermine the central bank's independence.
Donald Trump’s crusade against usury reaches Wall Street
Trump’s crusade against usury extends to Wall Street, though his war on high interest rates may become complicated.
Is passive investment inflating a stockmarket bubble?
A research draft suggests passive investments are fueling a stock market bubble. This popularly shared analysis argues that such inflows are artificially inflating asset prices.
It’s not just the Fed. Politics looms over central banks everywhere
Political pressure threatens central banks globally, raising questions about public tolerance for sustained inflation.
The Trump administration threatens the Fed with a criminal cudgel
The Trump administration threatens the Fed with criminal charges, though the president denies involvement. This bizarre dispute risks escalating into a bitter conflict.
Pessimism is the world’s main economic problem
Pessimism is the world’s main economic problem. Negative outlooks increasingly outweigh statistical evidence, driving global challenges.
What “Pluribus” reveals about economics
The Apple TV series “Pluribus” offers valuable economic insights, demonstrating how acclaimed storytelling can reveal useful lessons about economics.
Vietnam’s growth is fast—but fragile
Vietnam’s rapid economic growth remains fragile, as financial stability is disproportionately dependent on a small group of major corporate conglomerates.
Why Europe’s biggest pension funds are dumping government bonds
Europe’s largest pension funds are exiting government bonds due to Dutch legislative changes. These reforms are expected to significantly increase borrowing expenses across the region.
Venezuela’s astoundingly messy debts are about to get messier
Venezuela’s chaotic debt situation is set to worsen, raising high stakes for oil majors, hedge funds, and Chinese financial institutions.
Is it better to rent or buy?
Whether renting or buying is better depends largely on long-term interest rate trends.
America’s missing manufacturing renaissance
Trump’s tariffs have backfired, harming the domestic factories they aimed to protect. This undermines the promised American manufacturing renaissance.
An American oil empire is a deeply flawed idea
Title: A Vastly Flawed Concept: The American Oil Empire Original: Donald Trump’s ambitions are expansive. His plans are limited Rewrite: While Donald Trump’s aspirations are boundless, his actual st
China’s property woes could last until 2030
Despite the best efforts of its social-media censors
Investors head into 2026 remarkably optimistic
Investors approach 2026 with strong optimism, showing remarkable confidence in the market. Few anticipate a crash in the coming year.
America’s economy looks set to accelerate
Monetary and fiscal stimulus measures are anticipated to drive an acceleration in America's economy, as indicated by current economic trends.