Markets, monetary policy, and the shifting architecture of global economic power.
China's working-age population is projected to shrink 22% by 2050. Here's how demographic decline interacts with growth, pensions, and the risk of 'getting old before getting rich.'
China is set to grow faster than expected in 2026, upgraded by Goldman Sachs and the IMF alike. But the headline number and the underlying economy are telling two different stories.
China's property downturn is entering its fifth year, with activity down 50-80% from 2021 peaks. Here's how a real estate crisis became a structural economic problem.
BRICS nations now hold 17.4% of global central bank gold reserves, and over 90% of Russia-India-China trade bypasses the dollar. What de-dollarization actually looks like in 2026.
Will China overtake the US economically, or is 'Chinese supremacy' the wrong frame entirely? A look at what the data actually supports about the future of global financial power.
What started as targeted export controls has become a bifurcated global chip ecosystem. How the US-China tech war escalated in 2026, and what a divided semiconductor supply chain means.
Federal debt is on track to exceed 120% of GDP by 2036. Here's what that trajectory actually means for the dollar's grip on global finance — and what it doesn't.