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Nov 12, 2025

Yes, tech stocks have taken a hit. But the real danger lies elsewhere.

By Hung Tran

Tech stocks’ sharp selloff has grabbed headlines, but the real risk may be in tightening US dollar funding. As the Fed drains liquidity and repo rates surge above policy benchmarks, hedge funds and foreign banks—holding trillions in dollar assets—face rising pressure. The danger isn’t just market volatility, but whether global finance can withstand a squeeze in the world’s core funding system.

Economy & Business

Report

Nov 11, 2025

El futuro de la alimentación en las Américas

By Peter Engelke y Matias Margulis

Un informe del Centro Scowcroft para la Estrategia y la Seguridad evalúa los mayores desafíos y oportunidades que enfrenta la seguridad alimentaria del hemisferio occidental en un panorama estratégico cambiante.

Americas Climate Change & Climate Action

Report

Nov 11, 2025

O futuro da alimentação nas Américas

By Peter Engelke e Matias Margulis

Um relatório do Centro Scowcroft para Estratégia e Segurança avalia os principais desafios e oportunidades que a segurança alimentar enfrenta no Hemisfério Ocidental em um cenário estratégico em transformação.

Americas Climate Change & Climate Action

Report

Nov 11, 2025

The future of food in the Americas

By Peter Engelke and Matias Margulis

Though the Americas have traditionally been a food-secure region, even moderate shocks can have profound consequences for agriculture. But there are concrete steps policymakers can take to protect the Western Hemisphere's breadbaskets from climate disruption, rising protectionism, and other risks. 

Americas Climate Change & Climate Action

Report

Nov 10, 2025

Germany’s policy on China: From win-win to strategic competition

By Valbona Zeneli

Germany’s China policy has shifted from economic optimism to cautious competition—balancing trade interests with mounting security concerns. Once built on deep interdependence, Berlin now prioritizes “de-risking” and resilience in its approach to Beijing.

China Economy & Business

Report

Nov 10, 2025

Convergence and divergence in US and EU policies on China

By Zoltán Fehér

Where have US and EU polices on China drifted apart—and where do they converge? Identifying areas of conflict and alignment can help decision-makers on both sides of the Atlantic develop strategies to strengthen cooperation and more effectively counter China’s political and economic influence.

China Economy & Business

Report

Nov 10, 2025

Hungary’s policy on China: Doing Beijing’s bidding

By Zoltán Fehér

Under Prime Minister Viktor Orbán, Hungary has emerged as China’s closest ally within the EU, aligning its foreign policy with Beijing’s global agenda and repeatedly obstructing EU efforts to counter Chinese influence.

China Economy & Business

Report

Nov 10, 2025

How Europe deals with China in trade, technology, and security

By Valbona Zeneli

The EU’s approach to China is increasingly converging around “de-risking,” though progress remains uneven. While powerful member states set the overall direction, smaller ones drive change—and outliers slow collective action. Whether the EU can turn this patchwork into a unified strategy will define its China policy in the years ahead.

China Economy & Business

Report

Nov 10, 2025

Czechia’s policy on China: Swinging between engagement and de-risking

By Zoltán Fehér

Although Czechia emerged as one of the EU’s early hawks and whistleblowers on China, its overall stance has shifted markedly over the past two decades—oscillating between engagement and balancing, with the fluctuations largely driven by domestic political divisions and sustained Chinese influence efforts.

Central Europe China

Report

Nov 10, 2025

Recommendations for coordinating US-EU policy

By Zoltán Fehér, Valbona Zeneli

To effectively counter China, the United States should prioritize closer coordination with the EU in key areas: economic security, supply chains, anti-coercion, and strategic investment. Joint efforts on trade and investment, technology, and security will be crucial to ensure aligned US-EU action.

China Economy & Business

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