China’s centrally planned neo-Keynesian growth model is showing serious cracks — and a China trade deal may now be more urgent than ever. After years of fueling expansion through overcapacity and debt, the country faces falling industrial utilization, rising insolvencies, and weakening consumer demand. Overcapacity by Design Today, China produces 30% of the world’s goods [...]
The U.S. dollar has taken a noticeable hit in recent months — but is this truly the beginning of the end for the world’s reserve currency? Between January and July, we saw the dollar decline, and the euro-dollar exchange rate jumped from $1.024 to $1.125, reflecting a roughly 10% drop in the dollar’s value. Similar [...]
Amid escalating trade tensions between the U.S. and China, headlines have focused on Chinese airlines suspending deliveries of Boeing aircraft. While this decision may seem like a major setback, it’s far from a critical blow to Boeing’s long-term trajectory. Let’s break down why. Boeing’s Massive Backlog Boeing currently holds a commercial aircraft backlog of [...]
The Spain nuclear phase-out, long planned to eliminate all reactors by 2035, has come under renewed scrutiny—and for good reason. Initially hailed as a step toward a greener future, the strategy has instead proven to be costly, disruptive, and potentially short-sighted. For years, Spain planned to decommission its seven operating nuclear reactors, which currently supply [...]
The recent upward trend in the EUR/USD exchange rate has sparked renewed interest from investors, traders, and market watchers. But is this really a case of growing confidence in the euro—or simply a reflection of EUR/USD dollar weakness? At first glance, the rally may seem like a sign that the euro is gaining strength. In [...]
According to the latest OECD insights, global debt in 2025 is set to surpass $100 trillion. It is raising major concerns about sustainability, refinancing risks, and fiscal fragility across both advanced and emerging economies. While this figure may seem abstract, the implications are tangible—and growing more urgent. As interest costs rise and repayment deadlines converge, [...]
