Are developed economies really following a single path?
For a long time, people habitually regarded "developed economies" as a whole, as if they moved in unison. But recent data has shattered this illusion.
Analysis by the Financial Times indicates that a deep economic divide is quietly widening. The trajectory of the US economy has diverged significantly from that of other developed countries — this is not a short-term fluctuation, but a systemic divergence.
What does this mean? Simply put, the traditional "synchronous development of developed economies" is now outdated. The global economic landscape is being reshaped, with different regions and policy choices leading to vastly different outcomes. For asset allocators, this divergence itself presents both opportunities and risks.
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SatoshiChallenger
· 18h ago
Interestingly, every time economic divergence occurs, someone insists on applying outdated models to new phenomena. Ironically, the final losers are always retail investors.
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Data shows that the US is indeed diverging, but why is the word "opportunity" so easily turned into an excuse to cut the leeks?
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I'm not trying to criticize, but anyone who has read about 2008 should understand that divergence is often the calm before the storm.
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So the key question is, who can truly grasp the rhythm of this divergence? Or is it just a new packaging of gambling theory?
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Objectively speaking, US policies are indeed more aggressive compared to Europe's conservative approach, but using this as an investment decision? Do you dare to take the risk?
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Interesting, it turns out that FT is now also promoting the "divergence dividend."
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NotSatoshi
· 01-07 13:44
The Federal Reserve is aggressively raising interest rates, while Europe is pulling back. Is this called synchronization? Wake up.
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RamenDeFiSurvivor
· 01-06 01:51
The US is about to monopolize again, and other developed countries simply can't keep up.
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ForkTrooper
· 01-06 01:49
The US is far ahead while other developed countries are left in the dust. This situation was obvious from the start.
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FromMinerToFarmer
· 01-06 01:39
The US is way ahead, while Europe is still dragging its feet. This is the reality I see.
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FOMOSapien
· 01-06 01:32
The US is far ahead, while Europe and Japan are still dithering. This is the real truth.
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WhaleSurfer
· 01-06 01:31
The US is starting to be different again, now you have to choose the right side.
Are developed economies really following a single path?
For a long time, people habitually regarded "developed economies" as a whole, as if they moved in unison. But recent data has shattered this illusion.
Analysis by the Financial Times indicates that a deep economic divide is quietly widening. The trajectory of the US economy has diverged significantly from that of other developed countries — this is not a short-term fluctuation, but a systemic divergence.
What does this mean? Simply put, the traditional "synchronous development of developed economies" is now outdated. The global economic landscape is being reshaped, with different regions and policy choices leading to vastly different outcomes. For asset allocators, this divergence itself presents both opportunities and risks.