Sector

China and the United States

Structural competition across manufacturing, finance, technology, and state capacity.

Global Trump in Beijing: the rivalry no one can win, but everyone needs to manage Geopolítica / China and the United States

Analysis Global

Trump in Beijing: the rivalry no one can win, but everyone needs to manage

The visit to Beijing did not resolve the structural competition between Washington and China. It showed instead that the most important relationship in the international system needs management channels even while technology, trade, security, and global legitimacy remain contested.

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May 16, 2026 18 min

Global China produces, the United States borrows, and Wall Street wins Global geoeconomics / Financial markets

Analysis Global

China produces, the United States borrows, and Wall Street wins

China exports surpluses, the United States absorbs global savings through debt, and Wall Street captures a meaningful share of international liquidity. The question is how long this model can hold.

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April 27, 2026 12 min