One year into his second term, President Donald Trump faces a paradox that threatens to upend Republican midterm prospects: his signature economic policy has become his most significant political liability. Despite an unemployment rate hovering near historic lows, Trump’s overall approval rating has plummeted to 39% according to recent polling, with 69% of Americans reporting…
The Arctic chill descending on Nuuk this January is nothing compared to the deep freeze threatening transatlantic relations. As Greenlandic citizens march through their capital’s snowy streets protesting President Trump’s demands to purchase their homeland, a far more potent economic weapon is being primed in Brussels. The European Union stands poised to deploy what French…
What Nine Straight Months of Selling Reveals About the Future of U.S. Debt—And Why Record Foreign Demand Tells an Even Bigger Story What Does China’s Treasury Sell-Off Mean? China has sold U.S. Treasuries for nine consecutive months, reducing holdings to $688.7 billion—the lowest since 2008. Yet paradoxically, total foreign holdings hit $9.24 trillion in October…
Beijing’s strategic pivot to Southeast Asia, Africa, and Latin America pays dividends as Chinese exporters outmaneuver US trade barriers On a humid January morning at Shenzhen’s Yantian Port, one of the world’s busiest container terminals, the rhythmic clang of cranes loading shipping containers tells a story that Washington policymakers didn’t anticipate. Despite President Donald Trump’s…
The era of seamless globalization has ended. The Economy’s analysis reveals a fragmented trade future where geopolitics trumps economics. Winners will embrace the patchwork, not mourn the old order. Picture a container ship navigating waters that have transformed overnight—no longer a predictable ocean highway but a quilted seascape of shifting currents, each patch governed by…
One year into President Donald Trump’s second term, the landscape of global trade has undergone a profound transformation. The United States, long the steward of the post-1945 liberal economic order, has pivoted decisively toward a protectionist stance. Tariffs—once deployed selectively—have become a central instrument of economic statecraft, applied broadly to adversaries and allies alike. Average…
