US dominance and alliance with China are the crucial trends of the times

The US economy, the world's largest ($27 trillion / 26% of global GDP), contracted 0.5% in the first quarter of the year and then climbed to 3% annually between April and June, exceeding all forecasts. It did so with an annual inflation rate of 2.7% , a half-point decrease from the 3.2% level it reached in the first quarter.

At the same time, after the 2025 Budget was approved by Congress, it unleashed a phenomenal investment boom of US$6.5 trillion.

All of this was done with an average tariff of 17.5% , the highest since the 1930s, which Donald Trump imposed on more than 140 countries starting April 1.

Donald Trump's tariff policy ultimately means the economy is growing, inflation is falling, and investment is multiplying ; all of this is happening at a time when a new system of global power centered on trade and investment has been created, with the U.S. at its core, and characterized by complete dominance of the artificial intelligence cycle.

This new global order revolves around three fundamental pivots:

"In international politics, there is no past or future, only an eternal present," said Hegel and Carl Schmitt. That's why we must avoid forecasting as a failed science, part of the scarcely prestigious system of hunches.

The point is to identify trends, which are acutely tense anticipations of the future and which reveal themselves as the essence of the present. Among these fundamental trends, the exceptional power of the United States stands out first, due to its deeply structural roots and its roots in the technology of the era; then, its association and convergence with the exceptional technological transformation of the People's Republic, reversing the underlying currents of international trade to pave the way for an extraordinary renaissance of domestic consumption in China.

These are the underlying currents at work in today's world, what is plain to see. Reality is always clear; what is confusing is the mind of analysts. There are no secrets or esotericisms of any kind here. Only the need to exercise the ability to see, the so-called "lucidity," which is nothing more than the ability to reveal the obvious.

Everything has a beginning, and that beginning or "turning point" in world history is the re-emergence of the United States as the world's leading superpower, whose immense power stems from structural economic and technological roots.

After exploring the celestial spaces of the era, it's worth returning to the basic terrain of events: this week the quartet formed by Amazon, Microsoft, Google, and Facebook increased their market value by more than US$350 billion , after they revealed double-digit increases in both their revenue and net profit.

At the same time, Microsoft reached a valuation of US$4 billion , four weeks after Nvidia climbed to a similar valuation.

That's why this "golden quartet" spearheading technological change in the U.S. and around the world has decided to invest more than $350 billion in the deployment of artificial intelligence infrastructure, and has already announced that it expects this monumental figure to exceed $450 billion by 2026.

Mark Zuckerberg, head of Meta/Facebook, stated that he will concentrate his efforts and those of his companies on the creation of a "super-intelligence" laboratory, which is a world ruled by instantaneousness, in which artificial intelligence definitively surpasses human intelligence, except in the crucial aspect of creativity. This notable figure in American high tech added that this "super-lab" will be installed in a Manhattan-sized data center called Hyperion , located in the state of Louisiana.

These are the raw facts of an ongoing process that encompasses the entire world; and "Intelligence is the capacity for surprise," said Peguy, and only those who keep their eyes and senses open to the wonders of today's world "can feel the joy of belonging to the human species, if they do so with the eyes of a child," Gilbert K. Chesterton emphasized.