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U.S.-Brazil Trade Clash Goes Beyond Ethanol

Brazil's ethanol tariff supports the U.S. trade case, but broader tariffs carry risks of retaliation, supply chain shifts, and wider economic costs.

How China Is Closing the AI Infrastructure Gap

China’s centralized computing hubs may help it stretch scarce chips, power, and industrial data while U.S. grid bottlenecks slow AI deployment.

U.S. Manufacturing Growth Remains Elusive

U.S. manufacturing investment is rising, but payrolls are not. Vacancies are growing faster than hiring, exposing a widening workforce gap.

BYD’s Next Test Is Profit, Not Growth

BYD's strengths remain but sustaining global growth will depend on profitability, localization, and disciplined execution in foreign markets.

Florida Home Sales Signal Broader Climate Risk

Coastal home investors must identify climate risk premiums in home prices by favoring evidence of adaptation, mitigation, and stabler insurance underwriting.

How U.S. Data Openness Strengthens China

America’s open data economy powers innovation but exposes sensitive information that China can exploit for strategic advantage.