US economy
The Miller Doctrine: Decoding the Economic Blueprint for a Potential Second Trump Term
A potential second Trump term, architected by Stephen Miller, could trigger major economic shifts. This analysis explores the impacts on investing and finance.
The Collateral Damage of the Tech Cold War: What a Failed Spy Case Reveals About US-China Economic Strategy
The collapse of a high-profile spy case reveals the deep flaws in US economic strategy toward China, with major implications for investors and business leaders.
Echoes of 2008? Why Wall Street’s Titans Are Sounding the Alarm on a New Debt Crisis
Top Wall Street financiers are warning of a dangerous erosion in lending standards, raising fears of a new financial crisis. Are we on the brink?
The New Geopolitical Playbook: What a Visa Ban Means for Global Finance, Investing, and the Economy
A US visa ban over online speech is more than a political headline; it’s a signal of new geopolitical risks for investors, the economy, and global finance.
The Trump Effect: Why a Mining Giant is Betting on a U.S. Copper Renaissance
BHP’s CEO calls a potential Trump policy shift ‘breathtaking,’ signaling a possible revival of America’s historic copper mining industry.
AI: The New Economic Engine Fueling Global Growth Against All Odds
The IMF upgrades its global growth forecast, crediting a massive AI investment boom and strong US consumer spending for shielding the economy from a slowdown.
Building Barriers: How New Tariffs on Lumber and Cabinets Could Remodel the U.S. Economy
New US tariffs on cabinets and lumber aim to protect domestic jobs but risk raising housing costs and fueling inflation across the wider U.S. economy.
Navigating Global Crosscurrents: From Middle East Peace to Wall Street’s Patriotism
A deep dive into global economic shifts, from Middle East peace deals and Japanese politics to JPMorgan’s “America First” strategy and their market impact.
The Fed’s ‘Golden Path’: Austan Goolsbee on Navigating the US Economy’s Future
A deep dive into Chicago Fed President Austan Goolsbee’s take on inflation, interest rates, and the US economy’s potential for a ‘golden path’ soft landing.
The Tariff Trap: Why Washington’s Favorite Economic Weapon Can’t Fix the US Trade Deficit
Tariffs are a popular but flawed fix for the US trade deficit. The real cause is a domestic savings shortfall, not unfair trade.
The Great Leisure Myth: Why AI and Productivity Won’t Kill the 40-Hour Work Week
Despite advances in AI and productivity, a future of abundant leisure remains unlikely, especially in America, due to deep-seated cultural and economic forces.
Beyond the Missing Dress: Decoding the Economic Fallout of America’s Shipping Crisis
A missing wedding dress is more than a personal tragedy; it’s a symptom of a deep-seated crisis in global logistics with major economic implications.