China’s Structural Slowdown: Real estate, debt & demographic drag
In Q3 2025, Services delivered $87.1B as Search grew 15% to $56.6B and Google Cloud climbed 34% to $15.2B with 23.7% margins.
Latest Geopolitics
Europe Rethinks Strategy Against Trump’s Greenland Pressure
European leaders face growing pressure to adopt tougher responses to Trump's aggressive actions over Greenland.
Taiwan Secures US Trade Deal Amid Beijing's Strong Opposition
Taiwan wins reduced tariffs with the US, sparking Beijing's criticism and raising concerns at home.
China’s Record $1.19T Surplus Signals Trade Rerouting
Exports shifted toward the EU and ASEAN as US shipments fell, raising 2026 trade-policy risks.
China's Trade Surplus Reshapes Global Manufacturing Landscape
China’s growing exports deepen global supply chain reliance, challenging US efforts to diversify manufacturing.
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.
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.
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.
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.
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.
