global economy

How China Created Global Trade Imbalances: The Michael Pettis Framework Explained

How Did China Create Global Trade Imbalances? It is because the Chinese government suppressed household income, increased savings, and converted those savings into exports—effectively exporting debt and unemployment to the rest of the world through …

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Trump vs Iran: Power Vacuum, IRGC Rise, and Why Negotiations Are Collapsing

Why Iran’s Internal Chaos Led to an Indefinite Delay in Negotiations Iran’s ongoing internal instability has significantly disrupted diplomatic efforts, leading to an indefinite delay in negotiations. At the core of this issue is a power vacuum surr…

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Commodity Surge and Inflation Outlook: Is This a 1970s-Style Crisis or a Structural Market Shift?

Commodity Surge: Inflation or a Structural Transition? The recent movement in commodity prices is less a simple rise and more a signal that the entire pricing framework of the global economy is being recalibrated. Within just a few months, energy, m…

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France Repatriates 129 Tons of Gold: A Strategic Shift Signaling the Rise of a Multipolar World

Why Did France Repatriate 129 Tons of Gold from the United States? France’s decision to repatriate 129 tons of gold from the United States is not merely an asset reallocation. It symbolizes a shift toward securing physical control over national asse…

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