Author
Sebastien
Investment analyst at Gorgorus.
503 articles
Tariff Truce Fails to Halt Collapse in China-U.S. Trade
Newly released trade figures from Beijing show shipments to the U.S. tumbled 35% year over year in May, the steepest decline since the pandemic’s early months in 2020.
10 Jun 2025
China's Rare Earth Export Freeze
Since early April, China has effectively shut off the global supply of several heavy rare earth elements and magnets critical to sectors ranging from auto manufacturing to aerospace defense.
05 Jun 2025
Made In China 2025
Rolled out a decade ago, the plan was aimed squarely at transforming China from a low-cost assembly hub into a high-tech industrial powerhouse.
01 Jun 2025
Europe's Gap Widens
The continent that once gave the world the printing press, the jet engine and the World Wide Web is now conspicuously absent from the global tech vanguard.
21 May 2025
Europe's Capital Challenge
Despite an abundance of savings across the continent, Europe continues to struggle with converting those reserves into productive, high-growth investments.
16 May 2025
Europe's Economic Hope
Spurred by the war in Ukraine, rising geopolitical tensions, and decades of underinvestment, the continent is entering a new era of state-led defense spending.
08 May 2025
The Land Of No Data
For years, researchers, economists, and investors relied on a broad array of Chinese economic data to gauge the health of the world’s second-largest economy.
06 May 2025
Europe's Illusion of Progress?
In recent months, a wave of cautious optimism has swept across European circles. Some claim that Europe is "back on track" — buoyed by a perceived slowdown in the United States.
24 Apr 2025
Decoupling Today
At the heart of this tectonic shift is the rise of China, a civilization-state that has transformed itself into a peer competitor of the United States in just a few decades.
18 Apr 2025
The Consumer Rules the World
The United States retains a powerful edge in the global economy for one simple reason: it consumes.
10 Apr 2025
Tariffs, Tariffs, Tariffs
The trade war between the U.S. and China has reached new heights, with President Trump implementing a sweeping set of tariffs that now total 104% on Chinese goods.
09 Apr 2025
Do Stocks Drive The Economy?
The recent stock market correction is more than just a reaction to economic uncertainties—it could actively contribute to an economic slowdown.
18 Mar 2025
The Trump Reset
President Donald Trump is shaking up global markets with an aggressive tariff strategy, a move that some analysts believe is part of a calculated effort to engineer an economic slowdown.
11 Mar 2025
Inflation Is A Top Issue
Record-high prices have continued to pose challenges for the Trump administration.
05 Mar 2025
The Economy Is Still Strong
Despite a stable economy, public sentiment continues to trend downward. According to recent data, consumer confidence witnessed a significant drop in February, marking the largest decline since 2021.
27 Feb 2025
Anything But China?
A new trend is emerging among Western tech companies: "Anything But China" (ABC). What began as a cautious diversification strategy has now become a full-blown shift, as businesses scramble to reduce their dependence on Chinese suppliers.
18 Feb 2025
Powell Is Prudent
Federal Reserve Chair Jerome Powell emphasized a patient approach to interest rate adjustments during his testimony before Congress.
12 Feb 2025
Dealing With China
Beijing is preparing an initial proposal aimed at preventing further tariff hikes and technology restrictions from the Trump administration.
04 Feb 2025
DeepSeek, A Turning Point?
DeepSeek, a startup founded in 2023 by Liang Wenfeng, is challenging industry giants with a bold claim: their large language models (LLMs) deliver performance comparable to the best in the market—at a fraction of the cost.
27 Jan 2025
Europe Can Only Blame Itself
Large corporations and national governments are increasing pressure on the European Union to roll back elements of its ambitious sustainability agenda.
27 Jan 2025
