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ECONOMIC ANALYSIS

Large container ship loaded with multicolored containers escorted by a tugboat at sea, illustrating global container shipping operations amid industry overcapacity and market pressure

Container shipping crisis: The reckoning arrives

Global container carriers face unprecedented profit collapse in Q3 2025, with earnings plummeting 55–89% despite record cargo volumes. The container shipping crisis reveals fundamental market dysfunction driven by overcapacity, tariff disruption, and structural demand weakness extending through 2026

Night view of Chongqing city skyline in China with illuminated bridge and skyscrapers, symbolizing China economic future

Three competing visions of China economic future

China’s economic future remains hotly contested, with leading analysts fundamentally divided between peak decline theories, policy-driven stability models, and innovation-powered resilience scenarios for 2025

Illustration by Dongyan Xu showing Donald Trump in profile wearing a red MAGA hat, with his face forming a wall where small figures climb across American flag-patterned bricks, symbolizing his trade policies and border stance

Trade war blunders: Two Goliaths with black eye

In what amounts to economic mutually assured destruction, the U.S. and China are locked in a spectacular trade standoff that resembles two heavyweight boxers punching themselves in the face to intimidate each other