Everybody, raise your glasses!

Key Economic Signals Highlight Growing Concerns

Recent data has underscored underlying global economic strains that deserve our attention. While the latest US Beige Book offered little excitement, China reported a projected trade surplus of $1.2 trillion for 2025—comparable to the entire Dutch economy and representing a 20% increase from the previous year. Should this growth rate persist, China’s surplus could reach $3 trillion by 2030, rivaling the French economy, and by 2035, it could equal the combined economies of Germany and Italy.

If these figures don’t raise sustainability questions, it may be time to reconsider your perspective. Understanding both the potential solutions to this imbalance and the challenges those solutions might create is essential for anyone engaged in global markets. On this topic, Politico has additional coverage.