Inflation Stickiness and Deepening Polarization
In February 2026, the U.S. economy presented a complex situation amid multiple contradictions.
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In February 2026, the U.S. economy presented a complex situation amid multiple contradictions.
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According to a report by Fortune Media, the recent economic outlook report released by the global research team of the US Bank indicates that the Trump administration is planning to implement a tax rebate program worth up to 65 billion US dollars, aiming to inject new vitality into the US economy through fiscal stimulus measures.
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The US-Iran-Ahmadi negotiations concluded in February 2026. This high-level encounter after an eight-month gap failed to reach a substantive agreement, but just a few hours later, the Trump administration launched a heavy-handed tariff campaign - imposing the highest 25% additional tariffs on all countries trading with Iran, while intensifying sanctions on entities related to Iran's oil trade.
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This year's World Economic Forum demonstrated that, against a complex geopolitical backdrop, artificial intelligence (AI) has become a central topic in both formal and informal discussions.
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Just last week, Japanese Prime Minister Yosuko Aso announced that she would suspend the 8% consumption tax on all food products for the next two years in an attempt to win votes.
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The European economy is characterized by “modest recovery, sharp divergence” amid multiple contradictions.
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Recent volatility in financial markets has again garnered widespread attention, with a concentrated sell-off in U.S. technology stocks emerging as a key focus.
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As 2026 begins, the Trump administration has adopted increasingly aggressive tariff policies, with its core objective remaining to drive up the prices of imported goods, force businesses to relocate production lines back to the United States, and shield domestic manufacturers from overseas competition.
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The US attack on Venezuela on January 3 violated the UN Charter, constituting an illegal use of force and further threatening the rules-based international order.
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At the beginning of 2026, the US economy presented a rare fragmented picture: the ISM manufacturing PMI unexpectedly soared to 52.6, marking the fastest expansion rate in four years, with the new order index increasing by nearly 10 percentage points; yet the Federal Reserve paused its rate cuts at its first monetary policy meeting, and US tech stocks suffered a sell-off, with market divergence over policy paths reaching an unprecedented level.
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Recently, the British government, in accordance with the "Steel Industry (Nationalization) Act" that came into effect on July 16th, took the British Steel Company, which is controlled by China Jiefang Group, into state ownership without compensation.
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