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1. A Warning Ignored: Ray Dalio Sounds the AlarmRay Dalio, founder of Bridgewater Associates and one of the most respected voices in global macro investing, has issued a stark warning: America’s debt problem is far more serious than credit rating agencies such as Moody’s suggest. While recent downgrades made headlines, Dalio argues the true scope of the fiscal threat remains underappreciated.Acc..

경제 2025. 5. 20. 16:48

1. Trump’s ‘Most-Favoured-Nation’ Pricing: A Shockwave for Global MarketsOn the 13th (local time), former US President Donald Trump signed an executive order to slash prescription drug prices by up to 80%. This move has rattled the global pharmaceutical industry. As the US remains the world’s largest pharmaceutical market, any formal implementation of price controls would inevitably strike a maj..

경제 2025. 5. 19. 17:09

1. The Grey Rhino Explained: A Known but Neglected RiskThe term ‘Grey Rhino’, coined by economist Michele Wucker in 2013, describes risks that are highly probable and visible, yet often ignored until they trigger major crises. The United States’ ballooning fiscal deficit is increasingly being labelled as one such grey rhino. Despite being a long-acknowledged issue, recent warnings from financial..

경제 2025. 5. 19. 10:30

1. The US Downgrade: Was It Already Expected?Moody’s, one of the world’s top three credit rating agencies, has downgraded the United States’ sovereign credit rating for the first time in 108 years. The rating was cut from the top-tier ‘Aaa’ to ‘Aa1’, a move with implications far beyond mere symbolism. With S&P downgrading the US in 2011 and Fitch following suit in 2023, Moody’s decision signals ..

경제 2025. 5. 19. 10:26

1. From US-China Trade Wars to an Alternative Asset ShowdownThe economic rivalry between the United States and China has escalated into a ‘currency war.’ While China is aggressively increasing its gold reserves to reduce reliance on the US dollar, the US is fostering Bitcoin as a strategic alternative asset.As the global financial order shifts, what role will gold and Bitcoin play? More importan..

경제 2025. 2. 12. 12:01

1. The New Front in the US-China Trade War: International ParcelsThe US-China trade war is now expanding into the e-commerce sector, with the latest controversy surrounding international parcel shipments. The US temporarily blocked inbound parcels from China and Hong Kong, only to reverse its decision within 24 hours. This move underscores the escalating economic tensions between the two superpo..

경제 2025. 2. 6. 09:55

1. The Ongoing U.S.-China Trade War: A High-Stakes StandoffAs the initial shock of Trump’s tariff policies begins to settle, tensions between the U.S. and China remain at an all-time high. With the latest round of additional tariffs on Chinese imports in place, Beijing has vowed retaliation, setting the stage for an economic showdown between the world’s two largest economies. Trump, however, rem..

경제 2025. 2. 5. 16:31

1. Trump’s Executive Order: Establishing a US Sovereign Wealth FundFormer US President Donald Trump has signed an executive order directing the creation of a US sovereign wealth fund. This unprecedented move aims to position the United States as a major player in global investment markets, rivalling entities like Saudi Arabia’s Public Investment Fund (PIF) and Norway’s Government Pension Fund Gl..

경제 2025. 2. 4. 15:43