“I would probably say '27 to '28. I think we're probably gonna seek prolonged contraction in the real estate sector.”
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China's real estate sector shows continued contraction (negative growth or declining transaction volumes) through 2027-2028
Karim Sajapur predicts that the likelihood of US military action against Iran is higher than the likelihood of a diplomatic deal.
Jessica Tarleff predicts that the Iran conflict must be resolved before Trump's scheduled trip to Beijing next month (April 2026).
Jessica Tarleff reports that Iran believes it can sustain conflict for 60-90 days.
James King predicts China will land a person on the lunar South Pole by 2030.
Peter Zeihan predicts Trump will handpick the 2028 Republican nominee and maintain control through threats of replacement.
Kai Risdahl predicts that affordability and consumer prices will get worse due to tariff pass-through effects.
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