Europe’s Economic Hope
Spurred by the war in Ukraine, rising geopolitical tensions, and decades of underinvestment, the continent is entering a new era of state-led defense spending.
Go Deeper (4 min read)The Land Of No Data
For years, researchers, economists, and investors relied on a broad array of Chinese economic data to gauge the health of the world’s second-largest economy.
Go Deeper (5 min read)Europe’s Illusion of Progress?
In recent months, a wave of cautious optimism has swept across European circles. Some claim that Europe is "back on track" — buoyed by a perceived slowdown in the United States.
Go Deeper (5 min read)Decoupling Today
At the heart of this tectonic shift is the rise of China, a civilization-state that has transformed itself into a peer competitor of the United States in just a few decades.
Go Deeper (4 min read)The Consumer Rules the World
The United States retains a powerful edge in the global economy for one simple reason: it consumes.
Go Deeper (5 min read)
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Powell Is Prudent
Federal Reserve Chair Jerome Powell emphasized a patient approach to interest rate adjustments during his testimony before Congress.
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Dealing With China
Beijing is preparing an initial proposal aimed at preventing further tariff hikes and technology restrictions from the Trump administration.
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DeepSeek, A Turning Point?
DeepSeek, a startup founded in 2023 by Liang Wenfeng, is challenging industry giants with a bold claim: their large language models (LLMs) deliver performance comparable to the best in the market—at a fraction of the cost.
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Europe Can Only Blame Itself
Large corporations and national governments are increasing pressure on the European Union to roll back elements of its ambitious sustainability agenda.
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Day One (+ Benchmark's Take)
President-elect Donald Trump is preparing to issue a series of executive orders immediately after his inauguration, leveraging executive authority to prioritize key policies related to immigration, energy, and government reform
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A Strong Labour Market
The U.S. labor market continues to show signs of strength, offering relief to households and businesses but raising concerns within financial markets as the Fed might be forced to significantly reduce the pace of its rate reductions.
Go Deeper (2 min read)
