Category: Economics 100
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Strategic Pause: U.S. and China Step Back
It appears that both the United States and China made concessions in the recent meeting between US President Trump and President Xi (October 30). What is your most up to date and in depth assessment? Economics 100, Chief Economist: Executive Summary The meeting between Donald Trump and Xi Jinping on 30 October 2025 in Busan, South Korea,…
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Bitcoin Crashes Below $111K
Bitcoin Plunges Below $111,000 After Trump’s 100% China Tariffs Spark $250 Million Liquidations. What is your most up-to-date and in-depth assessment? Economics-100, Chief Economist: Here is a fresh, strategic read on what’s going on with Bitcoin (and by extension, the crypto markets) in light of Trump’s 100 % China tariff shock and the ensuing liquidation…
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U.S.–China Trade Rift Deepens
On Friday, October 10, 2025, U.S. President Donald Trump announced a 100% tariff increase on Chinese exports to the U.S., effective November 1 (or sooner), in retaliation for China’s new restrictions on rare earth mineral exports. These minerals are critical for electronics, defense, and renewable energy sectors. Trump described China’s move as “very hostile” and…
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Gold Hits Record High
Gold prices have soared to a historic high and investors are vying to buy it. Why are the prices rising? What is your most up-to-date and in-depth take? Economics 100, Chief Economist: Here’s a deep-dive take on why gold prices are now at historic highs — and whether this momentum is sustainable: 1. Core Drivers…
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Big Tech to Pour $2.8T Into AI Infrastructure by 2029
Citigroup (Citi) has updated its forecast for AI-related infrastructure spending by major technology companies (often referred to as “Big Tech” or hyperscalers like Microsoft, Amazon, Google, and Meta). The bank now projects this cumulative spending to exceed $2.8 trillion through 2029, up from its previous estimate of $2.3 trillion. This revision reflects accelerated investments in…