Global imbalances have little to do with Europe’s industrial woes
https://www.economist.com/leaders/2026/06/25/global-imbalances-have-little-to-do-with-europes-industrial-woes
The EU has forgotten that it, like China, is a surplus economy.
https://www.economist.com/leaders/2026/06/25/global-imbalances-have-little-to-do-with-europes-industrial-woes
The EU has forgotten that it, like China, is a surplus economy.
The Openness That Powered Germany’s Economy Is Now Its Biggest Weakness
https://www.wsj.com/world/europe/the-openness-that-powered-germanys-economy-is-now-its-biggest-weakness-33918619
The country that once led the world in exports has been stuck in neutral since before the Covid-19 pandemic.
https://www.wsj.com/world/europe/the-openness-that-powered-germanys-economy-is-now-its-biggest-weakness-33918619
The country that once led the world in exports has been stuck in neutral since before the Covid-19 pandemic.
China’s Failed Rebalancing
https://www.project-syndicate.org/commentary/chinese-economy-consumer-led-rebalancing-has-failed-by-stephen-s-roach-2026-06
When China’s leaders first acknowledged the need to rebalance the economy nearly two decades ago, it seemed like a matter of when, not if. But with the household consumption share of Chinese GDP remaining stubbornly low, officials’ promises to boost domestic demand have lost all credibility.
https://www.project-syndicate.org/commentary/chinese-economy-consumer-led-rebalancing-has-failed-by-stephen-s-roach-2026-06
When China’s leaders first acknowledged the need to rebalance the economy nearly two decades ago, it seemed like a matter of when, not if. But with the household consumption share of Chinese GDP remaining stubbornly low, officials’ promises to boost domestic demand have lost all credibility.
How the EU can respond to second ‘China Shock’
https://www.reuters.com/commentary/how-eu-can-respond-second-china-shock-2026-06-12/