Nvidia GPUs under embargo are trading at more than double their official price on China's gray markets-proof that Chinese AI demand far outstrips legal supply, and that sanctions create a scarcity market as much as they curb it.
Jun 24, 2026 at 10:00 10 8
Beijing isn't just exporting electric cars and solar panels—it's exporting its disinflation. And Europe is absorbing the effects more than it admits.
Jul 2, 2026 at 16:36 9 13
Since 2013, Beijing has promised a pivot to domestic consumption. In 2026, Stephen Roach's (Project Syndicate) verdict is unequivocal: the rebalancing has failed. This structural misalignment weighs on global markets as a whole.
Jun 26, 2026 at 15:55 18 15
The Nasdaq-100 drops 3% in a single session, Big Tech spreads contagion to Asian and European markets. This isn't an ordinary technical correction-it's the bill for an overvalued AI premium meeting persistent long-term rates.
Jun 25, 2026 at 02:57 8 8
China's supply-driven growth strategy has resulted in a negative PPI for 23 consecutive months and a record trade surplus of $990 billion. Heinrich Vogel analyzes the mechanisms and implications for global sector allocations.
Jun 24, 2026 at 18:03 12 8
When compute is scarce, whoever controls it sets the rules. Together AI has just proven this with an $800 million funding round.
Jul 1, 2026 at 22:49 8 8
