Editor profile
貿易・地域経済エディター
Wei Chen analyzes global trade flows and regional economic performance data. He focuses on the shifting supply chain dynamics between major economic blocs.
wei.chen@ecobserver.orgIn-depth analysis of the evolution logic of the current global interest rate cycle, exploring how the Federal Reserve's policy shift is reshaping inflation expectations, capital flows, and long-term economic growth models. Focus on the profound impact of monetary policy on the global financial system.
In-depth analysis of the 2026 global economic outlook, exploring how geopolitical shocks, structural polarization, AI-driven opportunities, and inflationary resilience are reshaping global growth paths and monetary policy landscapes.
In-depth analysis of how the Federal Reserve balances the dual objectives of controlling inflation and supporting employment by adjusting the federal funds rate, exploring the monetary policy logic behind its decisions, the financial cycle transmission mechanism, and its profound impact on global capital flows.
This paper explores how exchange rate volatility evolves against the backdrop of increasing geopolitical fragmentation risks from the perspective of Asian macroeconomic research. It analyzes the structural shift from the weakening of traditional trade channels to the strengthening of financial channels, and draws on how the Asian Central Bank has combined foreign exchange intervention with market deepening in practice to build a framework adaptable to new macroeconomic policies.
Analyze the paradigm shift in the global private equity market from traditional leveraged buyouts to operations-driven value creation, and explore the impact of second market, private credit integration, and institutional capital allocation on the next decade.
The ECB’s May 2026 Financial Stability Review shows that adverse supply shocks from the Middle East war, liquidity vulnerabilities in non-bank and private markets, and fiscal pressures under the squeeze of defense and cost-of-living are simultaneously testing euro area financial stability. This paper reconstructs the intertwined logic of these three major risks from a long-cycle perspective.
A study published in Nature Scientific Reports shows that an adaptive web search strategy achieved a cumulative return of 499% in backtesting from 2008 to 2017. From a global macro perspective, this article explores how alternative data are changing the underlying rules of market sentiment identification, central bank forecasting, and capital flows.
On June 11, 2026, the European Central Bank announced a 25-basis-point rate hike, pushing the deposit facility rate up to 2.25%. Against the backdrop of an energy shock triggered by the Middle East war, the ECB chose to defend its 2% inflation target through tightening, even though growth forecasts had been downgraded. This article interprets the deeper implications of this decision from the perspectives of supply shocks, monetary transmission, and long-term cycles.
An in-depth analysis of the three core forces shaping global economic trends in 2026: the AI investment boom, geopolitical competition, and the fading of inflation stickiness, revealing a macro picture where future growth and risk coexist.
In 2026, the global economy enters a period of deep adjustment: US trade barriers are reshaping supply chains, non-US economies are accelerating regional integration, and inflation and interest rate cycles are diverging. Based on Deloitte's forecasts for 25 economies, this article analyzes cases such as Argentina and Canada to reveal the new logic of growth and where the risks lie.
Based on Google search data, analyze the tax anxiety triggered by changes to U.S. tax law in 2025, explore the deep impact of fiscal policy and AI-driven information access on personal and corporate financial decision-making, and examine the strategies the financial services industry should adopt in the age of AI search.
Deeply analyze the structural evolution of the trend intelligence tool market from Exploding Topics to multi-platform alternatives, exploring data capital pricing, AI automation, and the global information economy cycle.
Based on cutting-edge academic reviews, this article traces the evolution of AI and machine learning in financial market prediction, from technological breakthroughs to macroeconomic impacts, analyzing the deep logic behind their reshaping of global capital flows and market stability.
The driving logic of the stock market in 2026 has shifted from policy narrative to economic verification. This article deconstructs the global market restructuring under the Trump policy cycle across five dimensions: fiscal, inflation, interest rates, capital flows, and productivity.
This article is based on Visual Capitalist's global per capita GDP ranking, providing an in-depth analysis of the advantages and limitations of per capita GDP as a measure of wealth, and discussing the advantages of small countries, the challenges of large countries, differences in purchasing power parity, and shifts in global economic cycles.
Based on Deloitte Insights' "Global Economic Outlook 2026," this article provides an in-depth analysis of global policy adjustments, inflation trends, trade restructuring, and regional divergence, exploring the pattern of world economic growth in 2026 and the evolution of long-term cycles.
Vanguard has released its 2026 Global Economic and Market Outlook, noting that AI investment may boost US economic growth, but long-term stock market return expectations remain subdued. This article interprets its core views and asset allocation recommendations.
The Federal Reserve, the Bank of Mexico, and the European Central Bank all held interest rates steady in early 2026, reflecting a strategic wait-and-see phase in global monetary policy. Sticky inflation, trade tariffs, and structural labor shifts are redefining central banks' decision-making frameworks.
Eurozone composite PMI rose to 51.9 in July, with both manufacturing and services improving, and employment seeing its first growth this year. However, risks of energy disruptions in the Middle East, regional divergence, and narrowing policy space for the ECB make the recovery foundation fragile.
Based on the Reuters video "AI Weekly: rogue agents and the zombie apocalypse", this article analyzes from a global macroeconomic perspective the challenges of AI autonomous systems to financial stability, the vulnerability of zombie companies under interest rate normalization, and the uncertainty of long-term productivity growth.