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The dog that didn’t bark is the Chinese stock market
David Goldman reports that Chinese tech stocks are surging despite new US tariffs. This rally is driven by speculation that President Trump will seek a trade deal rather than an all-out confrontation with China as well as the potential of Chinese AI models like DeepSeek.
The beginning of the end of US sanctions on China
Scott Foster reports that new AI models from DeepSeek and Alibaba have exposed the ineffectiveness of US sanctions on Chinese technology. US chipmaker Nvidia, meanwhile, eager to restore sales in China, hopes Trump will ease AI chip export controls.
How wars end … and why Ukraine’s may drag on
Uwe v. Parpart discusses the potential risks of the Ukraine war becoming Donald Trump’s equivalent of Vietnam, drawing comparisons to various historical conflicts, and asserts that a durable peace agreement must be embedded within a broader European security framework.
Trump’s policy of ‘big stick’ coercion starts in Panama
Diego Faßnacht examines the Trump administration’s aggressive reassertion of influence in Latin America. Washington is maneuvering to sideline Chinese investment using economic and geopolitical muscle, strongly resembling the “big stick” diplomacy of the early 20th century.
Putin mulls whether to talk or deal Ukraine a death blow
James Davis outlines the evolving dynamics of the Russia-Ukraine war as divisions within the Kremlin appear to be growing, with hardliners pushing for another round of mobilization and a decisive strike to permanently cripple Ukraine’s military and economy.