trade

AI Geopolitics

OpenAI, Anthropic, and Google Form Intelligence Coalition Against Chinese Model Distillation

Three rival frontier labs are now sharing threat data through the Frontier Model Forum after detecting billions in losses from Chinese API extraction attacks.

8 min read ·
The Wire Daily

The Weaponization of Everything: Trade, Technology, and Nuclear Escalation Reshape Global Order

As protectionism hardens across democracies and autocracies alike, strategic dependencies become geopolitical leverage points—from steel tariffs to rare earth minerals to uranium enrichment.

8 min read ·
Geopolitics Macro

Beijing’s Grand Strategy Rejects Bloc Competition — And That Makes It More Dangerous

China's 15th Five-Year Plan signals a fundamental pivot: not toward winning a bipolar contest, but toward preventing one through technological sovereignty and multipolar partnerships.

7 min read ·
AI Macro

China’s AI Capex Boom Masks Energy Vulnerability and Demand Cliff Risks

Record trade volumes obscure structural fragility as $98 billion AI infrastructure bet collides with Strait of Hormuz disruption and monetization lag.

7 min read ·
Geopolitics Macro

German Corporate Insolvencies Hit 11-Year Peak as Industrial Crisis Deepens

24,064 bankruptcies in 2025 expose converging pressures on Europe's largest economy—energy costs, auto sector collapse, and rising US tariff uncertainty threaten eurozone stability.

8 min read ·
Macro

China’s Private Sector Factory Surge Hits Five-Year High as Divergence With Official Data Widens

Caixin PMI jumps to 52.1 in February, fastest expansion since December 2020, while state data shows contraction—a split that complicates PBOC policy calculus and signals uneven recovery.

7 min read ·
Energy Geopolitics

Canada and India Lock In $2.6 Billion Uranium Deal as Diplomatic Ice Melts

Prime Minister Mark Carney secured a decade-long nuclear fuel supply agreement in Delhi, resetting ties frozen since 2023's assassination crisis.

8 min read ·
Geopolitics

China’s Two Sessions Open Under Shadow of Tech Ambitions and Economic Rebalancing

Global investors await signals from Beijing's annual parliamentary session on AI governance, semiconductor policy, and the size of stimulus measures as China attempts to balance strategic technology goals against a weakening consumer economy.

8 min read ·