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Long-form explainers and scenario-based analysis that separate facts, assumptions, and indicators to watch next.
Starting from the basic logic of macroeconomic trend research, this paper examines how macro information efficiency, asset price distortion, and endogenous risk together constitute the core coordinates of global cycle observation, and discusses their implications for central bank policy and long-term capital allocation.
This in-depth analysis, based on the latest report from the Economic Policy Institute, examines from the three dimensions of demand, supply, and distribution how the Trump administration's macroeconomic agenda undermines the affordability of ordinary American families and exacerbates inequality, while also exploring its implications for global growth models.
Based on the latest GlobalData report, this analysis examines the pressures behind the downward revision of global economic growth to 2.65% in Q2 2026, including geopolitical conflicts, inflation stickiness, and trade slowdown, as well as trends in regional economic divergence.
A study re-examining panel data from China, India, Indonesia, Malaysia, and South Korea revalidates the export-oriented growth hypothesis and reveals the complex effects of exchange rate volatility and inflation on economic growth.
Based on GVAR model research, analyze how China's rising share in global trade changes the cross-border transmission of economic shocks, and compare the impact of trade weight changes over the past two decades on spillover effects.
The Asia-Pacific construction market is characterized by strong demand but constrained supply, with labor shortages, rising costs, and energy constraints becoming major challenges, reflecting structural changes in the global economic growth model.
Based on an in-depth analysis of GlobalData's Global Macroeconomic Outlook Report: 2026 Q2 Update, this explores the impact of slowing global economic growth, inflation trends, supply chain pressures, regional divergence, and geopolitical risks on the global economic landscape.
Based on the latest FAO report, this study analyzes the resilience changes in global agricultural markets in the face of increasingly frequent shocks, and explores the long-cycle logic of trade networks, policy choices, and food security.
The U.S. trade deficit in goods widened to $105.8 billion in May, as companies rushed to stockpile and investments in data centers drove a surge in imports, highlighting the short-term arbitrage and long-term structural contradictions during the period of tariff policy adjustments.
The latest PitchBook report shows that despite geopolitical and inflationary pressures, the Asia-Pacific private market demonstrated resilience in the first half of 2026, with improved liquidity and a recovery in exit activity, but regional divergence has intensified. In China, local capital deepening deepened, venture capital in Southeast Asia stabilized, and GP-led secondary markets became a key liquidity outlet.
A new study in *Nature Climate Change* reveals that the asymmetric intensification of global farmland use has led to a widening gap between northern and southern countries in expansion, efficiency, and emissions. The hidden environmental costs are transferred through trade, urgently requiring a global accounting mechanism.
Asia's trade surplus has surged, primarily driven by China's use of state-owned banks and capital controls to keep the yuan low. If the G7 continues to avoid exchange rate diplomacy, global imbalances will be difficult to correct.
Based on a study covering six Asian economies, this paper analyzes the coupling relationship between mineral resources, cross-border trade, and regional growth from a global macro perspective, and discusses infrastructure, industrial chain restructuring, trade resilience, and the long-term rebalancing of resource-based economies.
A simulation study based on adjustments to China’s graphite exports shows that the impact of critical mineral trade extends beyond direct buyers and spreads along global value chains, reshaping industrial competitiveness, import dependence, and the distribution of added value. This reflects how, in the era of new energy and advanced manufacturing, resource policy is being transformed into an industrial policy and geoeconomic tool.