China's Trade Surplus Reshapes Global Manufacturing Landscape
China’s growing exports deepen global supply chain reliance, challenging US efforts to diversify manufacturing.
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Geopolitics
Global power shifts, policy, and conflict risk feeding directly into markets.
China’s Record $1.189T 2025 Surplus Fuels Tariff Risks
Exports rose 5.5% despite weak domestic demand, heightening fears of new barriers and probes in 2026.
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China CPI Hits Three-Year High as PPI Deflation Persists
December CPI rose 0.8% on seasonal food shifts, while PPI fell 1.9%, highlighting weak demand.
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Trump Claims Venezuela Strikes, Maduro Extraction, and Interim US Control
Markets face fresh oil and regional volatility as transition details remain unclear and prediction-market trades draw scrutiny.
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Iran Protests Spread as Rial Slide Triggers Merchant Shutdowns
Merchants shuttered Tehran shops as the rial hit 1.42 million per dollar, fueling inflation-driven unrest and policy upheaval.
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Iran Protests as Rial Hits Record Low and Inflation Reaches 42%
Store closures and tear gas followed the rial’s plunge, prompting a central bank leadership change amid sanctions pressure.
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China Slaps Provisional Duties on EU Dairy Imports
Tariffs of 21.9% to 42.7% deepen the EV-linked trade spat, pressuring EU exporters and aiding Chinese producers.
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BOJ Raises Rate to 0.75% as 10-Year JGB Tops 2%
The BOJ’s 25-bp hike pushed yields and weakened the yen, highlighting normalization amid fragile growth.
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China Plans 2026 Export Push With Stronger Domestic Demand
Beijing aims to expand exports and imports while lifting pensions and incomes to curb trade tensions.
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Tariff Whiplash Hits Ranchers
Over the past month, a series of tariff policy pivots has upended the U.S. cattle market, pitting efforts to cut consumer beef prices against the finances of domestic ranchers.
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Swiss Trade Deal Eases Tariff Shock
On Friday in Zurich, the U.S. and Switzerland unveiled a framework trade agreement that slashes Washington’s country-specific tariff on Swiss imports to 15% from 39% in exchange for
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Trump retreats on tariffs to tame food costs
The Trump administration is preparing a significant retreat from portions of its tariff regime in an effort to address voter anger over high grocery bills. According to reporting in The
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US Backstop For Argentina?
U.S. Treasury Secretary Scott Bessent signaled that “all options” are on the table to stabilize Argentina, including potential loans to the central bank, direct FX support, and purchases of
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Tariff Diplomacy: Global Jitters and Unintended Ripples
Are tariffs becoming a tool of economic strategy—or geopolitical brinkmanship? Trump’s latest moves show tariffs used not only to shield US factories, but to influence foreign policy: threats
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