Topic
De minimis parcel exemptions in the U.S. and EU and their effect on cross-border e-commerce economics.
Hanwen Sun and co-authors found that among 1,127 U.S. manufacturers, firms facing tariff cuts expanded alliances while acquisitions stayed broadly flat. The alliance firms later showed higher R&D intensity and patent output, a link the authors call an association.
Reality
The index gained 13 to 16 percent from January 2025 to January 2026. That is between 54 and 66 percent of the 24.1 percent it posted in the same window of 2017, and it came off a base two consecutive 20 percent years had already lifted.
Reality
Michael Froman's Foreign Affairs case rests on two reported figures, a $1.2 trillion goods surplus for 2025 and a 20%-plus growth rate in early 2026, and the arithmetic between them is what turns tariffs from an event risk into the working assumption.
Reality
The ECB president told business leaders in Geneva that all three pillars of European growth are weakening at once. That makes the reset a planning assumption, not a cycle.
Reality
Unitree is pricing at roughly 36 times revenue while Shein seeks under one times. China's primary market is re-rating sectors wholesale, not picking companies.
Reality