Trade War

Geopolitics Macro

China Launches Formal Trade Probes Against US in Direct Retaliation

Beijing weaponizes investigation authority to match Trump's Section 301 tactics, escalating trade tensions two months before May summit.

8 min read ·
Geopolitics Macro

German Automakers Absorb $6 Billion Tariff Hit as Transatlantic Alliance Fractures

VW, BMW, and Mercedes face margin compression of 8-12% in US operations while tariff dispute accelerates EU-China industrial pivot and erodes NATO consensus.

8 min read ·
Geopolitics Macro

China’s Q1 Growth Surprise Resets Trade War Calculus

Beijing's 5.4% GDP expansion defies Western forecasts and strengthens its negotiating position as Washington weighs next-phase tariffs on strategic industries.

9 min read ·
Macro Markets

China’s Shadow Credit Surge Signals Stealth Stimulus Amid Trade War Pressure

Aggregate financing beat forecasts in February despite slower bond sales, exposing Beijing's turn to opaque financing channels as local government debt and corporate lending bypass traditional constraints.

9 min read ·
Geopolitics

Trump-Xi Summit Tests Superpower Balance as Tariff Pressures Ease

Upcoming talks arrive as Supreme Court ruling weakens US leverage while China's strategic chokepoints force Washington to recalibrate tech export controls.

9 min read ·