deflation
The Great Unwinding: Why Japan’s Bond Market Tremors Could Shake the Global Economy
Japan’s 10-year bond yields hit a 17-year high, signaling the end of an era of ultra-cheap money and portending major shifts for the global economy.
The Great Reversal: How a Shrinking World Will Upend Finance, Investing, and the Global Economy
We are entering a “Great Reversal”—a new era of depopulation that will flip our economic and financial assumptions about growth, inflation, and investing.
China’s Tech Dragon Wakes: Inside the New 5-Year Plan Shaping the Global Economy
China’s new 5-year plan signals a major economic shift, prioritizing high-tech self-sufficiency and domestic consumption amid US tensions and deflation fears.
The Dragon’s Chill: Why China’s Falling Prices Should Concern Every Investor
China’s consumer prices are falling, sparking fears of a deflationary spiral that could stall its economy and send shockwaves through global markets.
The New Economic Cold War: Is China Weaponizing Its Economy to “Pull Everybody Down”?
A top investor claims China is weaponizing its economy to “pull everybody down.” We dissect this warning and its impact on investing, trade, and finance.