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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