economy
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Why 2029-2031 is America’s True Economic Risk
Why the Real Crisis Isn’t 2026 — It’s 2029–2031** There’s a quiet split forming in macro circles. On one side, the doomsayers like Michael Burry and Hussman swear the market will crack by 2026 or 2027 — a “great reversion” after years of excess. On the other side, veteran strategist Charles Clough argues the opposite:we’re Continue reading
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Understanding China’s E-CNY and Impact on the Dollar
The recent headlines scream tariffs, trade wars, and economic tension, as President Trump hikes tariffs significantly, intensifying the friction between global powers. Behind the noise, a quieter yet potentially far more significant story unfolds: Is China carefully reshaping—not replacing—the U.S. dollar? China’s long-term strategy might not be to demolish the dollar but to resize it, Continue reading
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Economic Crosswinds in 2025: Navigating Risks and Opportunities For The Next Five Months
Disclaimer: This is AI generated content. This article is for informational purposes only. It reflects analyses and informed opinions based on current data and trends. It does not constitute investment advice. Always consult financial professionals before making investment decisions. The owner of this blog may have shares in the stock tickers mentioned in this blog Continue reading
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India’s Rare Earth Strategy: Impacts on Global Trade
Disclaimer: The information provided in this blog is for educational and informational purposes only. It does not constitute financial or strategic advice. Always consult with a qualified advisor before making investment or strategic decisions based on this information. Rare Earths: The New Strategic Currency Picture this: every electric vehicle (EV) motor you rely on needs Continue reading
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Why the Fed Refuses to Cut Interest Rates Now
In the spotlight of U.S. economic debate, one loud question echoes: Why doesn’t the Federal Reserve just cut interest rates? President Trump has been vocally urging rate cuts to spur growth and soothe markets. Yet, the Fed stands firm, maintaining the federal funds rate between 4.25% and 4.50%, while the 10-year Treasury yield hovers near Continue reading
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Reshoring vs. Global Expansion: Walmart’s Dilemma
Recent tariff policies introduced to reshore American jobs and build independent domestic supply chains have sparked a complex debate. However, unintended consequences are emerging as major U.S. retailers, facing squeezed margins, quietly shift their growth overseas. Tariffs 101: The Intended Strategy The Trump-era tariff policies were designed to: Yet, tariffs alone cannot magically recreate factories Continue reading
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What If Chinese EV Makers Unleashed a Shock & Awe Campaign on the U.S. During the 90-Day Tariff Pause?
Imagine This: You wake up one morning in Los Angeles, and there’s a sleek, futuristic car silently gliding past your driveway. It’s not a Tesla. It’s not a Ford Mustang Mach-E. It’s a Zeekr 007, or a BYD Seal, or even a NIO ET5 Touring. You’ve never seen it before in person. It looks like Continue reading
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One Border Away: How Chinese EVs in Canada Could Collapse the U.S. Auto Industry
IntroductionThe world is witnessing a seismic shift in the global auto industry, and the epicenter is China. With its vast manufacturing scale, unmatched battery innovation, and vertical supply chain control, China is now the undisputed king of electric vehicles (EVs). But the real shockwave may be about to hit much closer to home — just Continue reading
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