Category: Policy
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Fragmented Futures: How Global Industry Is Entering a Post-Synchronous Era
For much of the post–World War II period, global industry moved in broad cycles. Manufacturing booms and busts were largely synchronized across regions and sectors, driven by common forces—interest rates, commodity prices, trade volumes, and consumer demand. Steel, chemicals, autos, capital goods, and infrastructure tended to rise and fall together.…
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Value-Chain Diversification and Industrial Policy: A New Geography of Global Manufacturing
The global production system is undergoing one of its most profound rearrangements since the late 20th-century offshoring wave. The shift is not abrupt like the oil shocks of the 1970s nor purely efficiency-driven like globalization in the early 2000s. Rather, it is a slow but structural re-sorting driven by geopolitics,…
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Rip-Off Bills Are Not Just a Household Problem — They Are a Macro-Economic Time Bomb
Rip-off bills are no longer just a household inconvenience; they are becoming a macro-economic time bomb. Advanced economies like the UK have long depended on strong consumer spending to fuel growth, with household consumption contributing nearly 60–70% of GDP. When consumers face persistent price pressure in essential sectors such as…
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The Silent Fragility of Global Finance: Why Structural Vulnerabilities Matter More Than Cycles
For decades, policymakers, investors, and businesses have trained their eyes on the ebb and flow of economic cycles—booms, recessions, recoveries, corrections. Yet the real dangers to the global economy often lie beneath the surface, in structural vulnerabilities that accumulate quietly over years. Recent assessments, including global financial stability reviews and…
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The World in Flux: Adapting to a New Phase of Structural Change
The global economy stands at a pivotal crossroads. From the transformative sweep of Artificial Intelligence (AI) to the reshaping of geopolitics, financial systems, and regulatory frameworks, the 2020s mark not just another business cycle but a structural realignment of the world order. History offers echoes of such turning points —…
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Canada’s Transformation Moment: Building an Efficient, Scalable, and Competitive Innovation Economy
Canada stands at a defining economic crossroads. As global markets grow more competitive and technologies evolve at unprecedented speed, the country’s economic future depends on whether it can transition from a resource-based model to a knowledge-driven, innovation-led powerhouse.Recent remarks by Prime Minister Mark Carney and Parliamentary discussions underscore this urgency:…
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Mature Economies at the Edge: Monetary Ceilings and Industrial Decline
The End of Easy Money For over a decade following the 2008 Global Financial Crisis, advanced economies relied heavily on ultra-loose monetary policies — near-zero interest rates, quantitative easing, and liquidity injections. These measures prevented economic collapse but also eroded the traditional tools of central banks.By the early 2020s, the…
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Why China Is Quietly Winning the Trade War: A Historical, Strategic, and Futuristic Analysis
Beyond Tariffs and Tensions The global trade war that began in the late 2010s as a confrontation over tariffs has, by 2025, evolved into a deeper structural realignment. While much of the Western narrative focuses on protectionism, supply-chain security, and “de-risking” from China, The Economist’s recent leader article (October 23,…