US economy defies recession forecasts while China faces growth struggles; Rising rates and defense spending shifts investment landscape
-
The US economy continues to outperform, proving forecasts of an imminent recession wrong
-
China needs a new growth model to address property woes, demographics, and falling investment
-
Bond vigilantes are back as rising rates reveal deficits and debt levels matter
-
Geopolitical tensions mean defense spending is ramping up, benefiting contractors
-
The "TINA" stock era is over as cash and bonds now offer better risk-adjusted returns