https://geo.articuly.com/tags/geo-economics/ Recent content in Geo-Economics on Geopolitics & Economy Hugo en-US Fri, 05 Sep 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-09-05-us-ycc-policy-impact-analysis/ Fri, 05 Sep 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-09-05-us-ycc-policy-impact-analysis/ This paper provides an in-depth analysis of the potential global economic implications should the United States implement a yield curve control (YCC) policy, including a long-term depreciation trend of the U.S. dollar, the loss of the U.S. ability to raise interest rates, the impact on China’s liquidity, and recommendations for risk prevention and control. https://geo.articuly.com/posts/2025-08-18-us-investment-commitments-and-putin-trump-meeting/ Mon, 18 Aug 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-08-18-us-investment-commitments-and-putin-trump-meeting/ This article analyzes, from an economic perspective, the global tariff negotiations promoted by the Trump administration and the authenticity of various countries’ investment commitments. Building on this analysis, it interprets the core objectives and strategic implications of the meeting between Putin and Trump, and explores the potential impact of shifts in U.S.-Russia relations on the global geo-economic landscape. https://geo.articuly.com/posts/2025-07-18-pennsylvania-plan-chapter-2-us-china-debt-cycle-comparison/ Fri, 18 Jul 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-07-18-pennsylvania-plan-chapter-2-us-china-debt-cycle-comparison/ This article provides an in-depth analysis of the ideal expectations and practical limitations of the Pennsylvania Plan in the United States. It compares the debt resolution strategies and economic cycles of China and the United States, argues why the United States cannot replicate China’s high-growth trajectory of the 1990s, and explores the ultimate consequences of quantitative easing policies within the global fiat currency system. https://geo.articuly.com/posts/2025-07-18-pennsylvania-plan-us-debt-resolution-scheme/ Fri, 18 Jul 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-07-18-pennsylvania-plan-us-debt-resolution-scheme/ This article provides an in-depth analysis of the "Pennsylvania Plan" proposed by Deutsche Bank as the ultimate debt resolution strategy for the United States to address its fiscal and trade twin deficits. It examines the plan’s core logic of converting long-term debt into short-term debt and external debt into domestic debt, compares the differences between the debt resolution paths of China and the United States, identifies the key obstacles to U.S. debt resolution—namely, a stock market correction and the sacrifice of the U.S. dollar’s seigniorage—and reveals the future direction of the global economic landscape. https://geo.articuly.com/posts/2025-07-12-future-potential-of-chinese-market/ Sat, 12 Jul 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-07-12-future-potential-of-chinese-market/ Analyzing the long-term investment value of China’s capital markets from the perspectives of geopolitics and currency leverage, this article examines the investment logic behind three major asset classes—A-shares, gold, and commodities—as well as the historic opportunities presented by the U.S. trend toward deglobalization. https://geo.articuly.com/posts/2025-07-08-trump-tax-cuts-us-china-choices/ Tue, 08 Jul 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-07-08-trump-tax-cuts-us-china-choices/ This article analyzes the fundamental flaws in the logic underlying Trump’s tax cut policies and compares them with the historical context of the Great Depression during the Hoover era. It argues that the global economy is currently in a phase characterized by competition over existing resources and insufficient demand, and that blindly promoting manufacturing expansion and increased household debt will exacerbate economic risks. The article also explores the impact of demographic shifts and global supply chain misalignments on the future economic landscape. https://geo.articuly.com/posts/2025-07-07-trump-tax-cut-bill-social-transformation-analysis-part-1/ Mon, 07 Jul 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-07-07-trump-tax-cut-bill-social-transformation-analysis-part-1/ This article analyzes the key provisions and implications of President Trump’s “Big and Beautiful” tax cut bill, which represents the largest attempt at social transformation in the United States since the Cold War. The bill aims to shift economic leverage from the government to businesses and households, thereby promoting a transition away from a model of “small government and big business.” https://geo.articuly.com/posts/2025-06-20-tariffs-are-just-bargaining-chips-trumps-global-game-strategy/ Fri, 20 Jun 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-06-20-tariffs-are-just-bargaining-chips-trumps-global-game-strategy/ This article provides an in-depth analysis of the Trump administration’s strategy of using tariffs and NVIDIA graphics cards as bargaining chips in global interests, revealing the logic behind its attempt to gain a negotiating advantage by creating chaos through a tariff war, as well as the political bottom line and future trends regarding the 10% general tariff. https://geo.articuly.com/posts/2025-06-13-trump-economic-agenda-core-logic/ Fri, 13 Jun 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-06-13-trump-economic-agenda-core-logic/ This article provides an in-depth analysis of the three core pillars of Trump’s economic policy—tax reform, government debt, and interest rate policy—examining the underlying logic behind his efforts to address the U.S. twin deficits in trade and the budget, as well as the potential global economic implications of these policies. https://geo.articuly.com/posts/2025-06-02-stablecoin-series-part-3-the-underlying-logic-of-global-finance-from-the-perspective-of-monetary-essence/ Tue, 03 Jun 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-06-02-stablecoin-series-part-3-the-underlying-logic-of-global-finance-from-the-perspective-of-monetary-essence/ This article debunks common misconceptions about money, reveals the underlying logic of the credit money era, analyzes the core premises of Modern Monetary Theory (MMT), explores the fundamental nature of distributional conflicts in the U.S. economy, and discusses the key pricing power China needs to secure in the face of global competition.