Xi Jinping – GLOBAL MACRO INSIGHTS

Beijing’s Quiet Victory and America’s Shrinking Presidency

Donald Trump arrived in Beijing hoping to project strength. He leaves looking constrained, reactive and increasingly trapped by realities he no longer fully controls. Officially,...

China’s Reflation Was Imported Through the Strait of Hormuz

China has finally escaped deflation. Unfortunately, it did not do so through a heroic revival of domestic demand, a consumer renaissance, or the sudden rediscovery...

The One-Page Peace and the Many-Page Failure

Washington is now offering Iran what it refused yesterday: a staged reopening of the Strait of Hormuz and a gradual lifting of the American blockade....

China’s Calm Front, Fragile Core

China today presents itself as the one major power still capable of looking composed in a world that seems determined to lose its balance. That,...

Russia-China, the Axis of Convenience Tightens

As war drags on in the Middle East and the American position grows more erratic by the day, Beijing and Moscow are doing what they...

The Quiet War Behind the War: the Chinese strategy

There is the conflict everyone sees — missiles, oil, ships stalled in narrow waters. And then there is the other one, slower, colder, infinitely more...

Trump Turns Iran Into a Global Toll Booth

Donald Trump has announced a 25% tariff on goods from any country “doing business” with Iran, the latest escalation in a campaign that is less...

Trump Builds Tariff Walls, Xi Sells Through the Windows

President Xi Jinping’s export machine has ploughed through five months of Trump’s eye-watering tariffs and somehow still delivered a record $1.2 trillion trade surplus. Restrict...

How Xi and Putin Redrew the Energy Map

Donald Trump swept back into the Oval Office, promising “American energy dominance.” What he delivered instead was a circus: photo ops, tariff tantrums, and Truth...

GLOBAL MACRO INSIGHTS

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