Global trade data shows $1.2 trillion in supply chain relocations since 2022 – the largest restructuring since 1945 – with three industries undergoing radical transformation:1.
The US-China trade conflict entered a dangerous new phase today as Beijing announced it will refuse any negotiations until Washington removes all unilateral tariffs. This
The gold market’s historic surge came to an abrupt halt Thursday, with spot prices retreating 2.3% from their all-time peak of 2,450/oz to settle 2,380. This
Vietnam’s dramatic export fraud crackdown follows months of behind-the-scenes pressure from Washington, with USTR documents revealing:Key U.S. Demands90-day deadline to reduce fraudulent shipments by 40%
The People’s Bank of China (PBOC) maintained its one-year and five-year loan prime rates (LPR) at record lows of 3.10% and 3.60%, respectively, reinforcing its
As Donald Trump demands immediate Fed rate cuts, a growing chorus of economists warns the U.S. may be repeating one of the most catastrophic monetary
When China unveiled its Made in China 2025 strategy in 2015, the plan was met with awe and anxiety. With its aim to leapfrog into
The Biden administration’s 25% tariffs on $370B of Chinese goods directly shaved 0.8% off China’s Q1 GDP growth, according to Morgan Stanley estimates. Sector-specific damage:• Electronics:
Persistent inflation has torpedoed bond markets, with the latest CPI print triggering a $1.2 trillion wipeout in Treasury values. The damage was worst in:• Long-dated bonds:
China’s export sector outperformed forecasts in March 2025, expanding by 12.5% compared to the same period last year, according to official customs data. The strong