Chinese parts, machinery and know-how remain deeply embedded in countries seeking to build manufacturing industries of their own Talk of global decoupling from China has persisted for years, as has ...
Shifting production out of China does not necessarily reduce reliance on China's components, machinery and industrial ...
Rates Volatility Gap Narrows Yesterday, we highlighted the risk of a volatility decoupling between equities and rates, with the bond market potentially pricing risks that equities have not fully ...
U.S.-China trade separation has accelerated since 2025, while broader geopolitical trade fragmentation has stabilized, the ...
The US Federal Communications Commission (FFC) is moving to bar every Chinese lab from testing electronics for the US market ...
While the U.S. focuses on frontier AI technology, China is gaining dominance in the Global South by providing affordable, open-weight models and cloud infrastructure, posing long-term risks to ...
The European Union is bracing for a confrontation with China as a trade deficit exceeding $1 billion a day heightens anxiety ...
Europeans should defend their rules on trade, investment and infrastructure—and, in so doing, change the logic that ...
Japanese companies are leaving China at record pace, as a diplomatic freeze and a slowing economy force businesses to ...
U.S. President Donald Trump and President Xi Jinping of China arrive via the Cross Hall to a State Arrival ceremony on the State Floor of the White House, Sep.24, 2026. Credit: Official White House ...
US rare-earth magnet startup Vulcan Elements has reportedly won a supply contract for the US Army's SkyFoundry drone program, underscoring Washington's push to localize drone production and reduce ...
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