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Global Economy

The Manufacturing Illusion: Unpacking US vs. China Productivity

The Manufacturing Illusion: Unpacking US vs. China Productivity

Explore the paradox of global manufacturing power as we challenge conventional productivity metrics. Discover how China's structural advantages in physical output redefine industrial leadership beyond mere 'value-added' measurements.

The Global Economy's Hard Landing: Beyond the Soft Landing Myth

The Global Economy's Hard Landing: Beyond the Soft Landing Myth

The global economy is facing a structural downturn, not a soft landing. Driven by a bullwhip reversal in inventory and a liquidity air pocket, the manufacturing recession signals tough times ahead, especially for North America. Prepare for heightened volatility and a prolonged period of economic ad

The Great Divergence: Why a 2026 Fed Rate Hike Isn't So Crazy

The Great Divergence: Why a 2026 Fed Rate Hike Isn't So Crazy

Challenging the 'soft landing' narrative, this analysis explores why global central bank tightening, US fiscal dominance, and institutional fragility could force the Fed to hike rates in 2026, leading to market volatility.