https://geo.articuly.com/tags/the-u.s.-china-rivalry/ Recent content in The U.S.-China Rivalry on Geopolitics & Economy Hugo en-US Fri, 01 Aug 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-08-01-supply-side-reform-2.0-a-share-market-and-china-us-economic-game-analysis/ Fri, 01 Aug 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-08-01-supply-side-reform-2.0-a-share-market-and-china-us-economic-game-analysis/ This article analyzes the central role of Supply-Side Reform 2.0 in driving the current A-share market, compares the similarities and differences in the logic between Supply-Side Reform 1.0 in 2015 and the current round of policies, interprets the implications of macroeconomic indicators such as the M1/M2 spread and credit pulses, and examines the impact of the economic policy standoff between China and the United States on capital markets, as well as the potential for future inflows of foreign capital. 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.