Understanding Global Economic Power through the Three Core Accounts

I’d like to discuss the dynamics of global economic power, starting with a nation’s three key accounts, then examining how Trump’s trade policies shape America’s financial standing in contrast to Europe, and finally reflecting on the deeper implications. The three accounts—current account, capital account, and financial account—are like a country’s financial ledger, tracking the inflow … Continue reading Understanding Global Economic Power through the Three Core Accounts →

Trump’s Predicament and the Fracturing Global Order

This analysis examines the economic challenges confronting U.S. President Donald Trump and the broader implications of his policies on the global economic landscape. From the sharp volatility in stock markets and the persistent pressure of trade deficits to the contentious U.S.-China trade decoupling and the geopolitical risks fostered by decades of global reliance on China, … Continue reading Trump’s Predicament and the Fracturing Global Order →

From the Wild Swings in the Stock Market to the Unexpected Weakness of the U.S. Dollar, and the Profound Shifts in U.S.-China Trade: A Complex Landscape Unfolds

From the dramatic fluctuations in the stock market to the unexpected weakening of the U.S. dollar, and the profound transformation in US-China trade relations, these phenomena are interwoven, painting a complex picture. As a long-time market observer, I attempt to sort through this turbulence with clarity and rigor, supported by data, to help readers better … Continue reading From the Wild Swings in the Stock Market to the Unexpected Weakness of the U.S. Dollar, and the Profound Shifts in U.S.-China Trade: A Complex Landscape Unfolds →

Trump’s Tariff Play at NRCC Dinner: A Strategic Push to Bring Tech and Pharma Back to the U.S.

At the National Republican Congressional Committee (NRCC) dinner, Trump unveiled the core of his economic strategy and negotiation tactics. He pointed out that TSMC, without any government subsidies, committed $200 billion to build one of the world’s largest chip factories in Arizona, spurred by the threat of tariffs ranging from 25% to 100%. NVIDIA has … Continue reading Trump’s Tariff Play at NRCC Dinner: A Strategic Push to Bring Tech and Pharma Back to the U.S. →