The Economy Markets

Chinese and Russian moves near Alaska mostly stay lawful The real U.S.

Chipmakers face competition too fierce to carry regional development duties Rapidus needs high-volume customers more than local supplier quotas Korea’s Honam cluster tracks votes while power lines lag

Remote work pulled disabled people back into employment Flexible jobs protect mothers’ earnings after childbirth Office mandates risk losing both new labor sources In 2024, employment of physically disabled Americans w

Forward guidance errors linger when shocks keep hitting Warsh dropped rate-path signals in favour of incoming data Markets paid the transition through volatility and record hedging On March 17, 2021, the median projection of

Q3 European funding concentrated in late-stage rounds Europe’s leading listings and largest rounds still lean abroad AI firms now buy and run service businesses In the third quarter of 2026, European startups rais

Japan’s robot base no longer guarantees physical AI leadership China leads in robot installations, while U.S.

Tokenized repo volume has flattened near $360 billion daily Instant settlement removes netting and raises pre-funding needs Pontes helps, but the net efficiency gain remains unproven In December 2025, Broadridge

Buy European rules sideline the Asian suppliers Europe needs South Korea already supplies Poland more arms than Washington Without market access, Seoul and Tokyo keep Moscow ties In the five years

Japan entered European defence through GCAP co-development South Korea sells finished systems and localises assembly SAFE rules confine Japanese firms mostly to components On July 3, 2026, the GCAP Agency

South Korean defense groups are moving production into European plants EU funding rules reward local content, control and design authority Local lines mature around 2030, as SAFE lending closes

Hong Kong overtook Switzerland as the largest cross-border wealth hub Beijing’s anti-graft drive limits how far capital can open Clear rules could keep wealth from drifting to Singapore At the end of 2025, assets held in H

Left-wing fiscal populism leaves central banks paying for decades Trump’s push for cheap money cost Treasury markets’ trust Thirty-year Treasury yields hit 5.70%, highest since 2002 Ten years after a left-wing populist government to

Tariffs added far less to inflation than feared Distribution margins halved what tariffs did to shelf prices Energy reached services; tariff effects stayed within goods At their highest point, in Feb

Social policies shape earnings, retirement and health for decades Effects differ by family background, occupation and institutions Policymakers must ask for whom each policy works

Tariff cuts and suspensions lower import costs, easing the U.S.

China’s efficiency is real and follows Japan and Korea State subsidies and rare earth coercion distort fair trade Policy should target subsidies, not efficiency, with precise tools On January 14, 2026, China’s General Ad

Fear of future gas shortages drove Europe’s inflation Energy shocks spread wider than rare earth disruptions Credible future supply is Europe’s best inflation defence In October 2022, annual inflation in the euro area

Energy-channel geopolitical shocks raise prices; demand-channel shocks lower them Only large shocks trigger nonlinear uncertainty and expectation effects Iran war inflation remains concentrated in energy, not core

SpaceX pursues another major financing round, adding to its borrowings after its IPO Alphabet, Amazon and Meta sharply increase bond issuance as AI investment costs soar Growing private-sector debt supply adds to upward pressure on U.S.