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10Y Government Bond Yields
Budget deficits, higher inflation, and geopolitics make 10-year government bond yields continue to rise for world’s…
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China’s households consumption structure
Households in China are giving more and more preference to service-based consumption rather than goods-based one.…
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Commodities 2025 rally
Commodities continue this year’s rally. The past week’s performance added even more to already outstanding performance…
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US Net Immigration
US net immigration is set to collapse, which reduces labor force growth, consumption, and potential GDP.…
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Emergening Markets Performance in 2025
Emerging markets and other non-US assets outperformed S&P 500 this year. The trend is likely to…
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Nominal GDP and Urban Employment in China
While China’s nominal GDP continued to grow rapidly, urban employment levels largely flattened after around 2017. Possible…
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Commodities significantly outperformed US equities
In 2025, commodities significantly outperformed US equities. Markets signal macroeconomic uncertainty and diversification into hard assets.…
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Electricity Access and European Firms
“Almost all Group of 20 countries are seeing a rise in grid stress, ranging from supply…
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China’s Trade Surplus and Germany’s Industrial Decline
This trend will continue to suppress economic growth and domestic production in EU. Germany’s industrial job…
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M&A Boom 2025
This is year is a boom for M&A deals globally. We’ve seen ongoing battle for WBD…
Independent research and commentary for informational purposes only. Not investment advice.
New World Investment Research 