The Economy Markets

“Do You Support Procuring European-Made Weapons?” U.S.

Subsidies Alone Prove Insufficient to Sustain the Race for Mass Robot Production Fundraising Shifts From Policy Capital to Public Markets Hong Kong IPOs Offer Funding for Production Facilities and Overseas Expansion Chinese robotics

Homegrown Airliner Enters Global Aviation Supremacy Race Engines and Avionics Remain Reliant on Western Technology Decades-Long Campaign Inevitable Before Technological Self-Sufficiency China has deployed its domestically developed

FIMA-based dollar funding network backed by US Treasuries Simultaneous yen purchases and containment of a Japan-driven Treasury sell-off Rising cost of defending the yen with each refinancing cycle Japan has gained breathing room in its ba

Japanese izakaya closures surge as drinking declines and operating costs soar Alcohol demand plunges amid weakening household purchasing power and widespread price increases “You Don’t Need Alcohol to Have Fun”: Drinking culture shifts among younger generations

Gulf states accelerate efforts to secure oil transport routes bypassing the Strait of Hormuz Transport routes diversified through pipeline construction and connections to Red Sea ports Iran’s plan to monetize Hormuz faces setback, imperiling postwar economic reconstruction

Chinese EVs sustain European growth despite tariff barriers Price competitiveness remains intact as regulatory workarounds emerge EU broadens pressure across trade relations with China Chinese electric vehicles have captured a record share of th

China’s Shein reduces leased space at major Vietnamese logistics hub End of US de minimis exemption and tariff adjustments erode advantages as production constraints emerge Earnings deteriorate sharply ahead of Hong Kong IPO, sending valuation plunging

Apple’s Review of CXMT Memory Draws Pressure From US Congress Chinese Memory Prices Soar as Performance, Product Maturity and Yields Remain in Question CXMT’s Rapid Capacity Expansion Tests the Depth of Mainland Demand Apple’s plan to procure

Big Tech capital spending accelerates data center construction race More than 500 local governments impose moratoriums on new permits Community opposition mounts over electricity rate hikes and environmental costs America’s artificial intellig

Expanded Chinese and Russian military activity in Arctic intensifies security burden along Northwest Passage First deliveries targeted for 2034 as trilateral construction, maintenance and training network takes shape Canada accelerates rebuilding of Arctic deployment capacity and generational renewal of undersea fleet

AI absorption of entry-level tasks narrows career pathways for young workers Experienced professionals combine industry expertise with verification skills to drive productivity Headcount-based personnel systems recede as individual performance assessments proliferate

“Just one conversation with Warsh”: Trump denies allegations of infringing on Fed independence Warsh signaled commitment to independent decision-making even before Senate confirmation Could the Warsh Fed’s “smaller Fed” vision lay the groundwork for greater independence?

China’s AI industry struggles to adopt domestic chips amid software ecosystem deficiencies “Four Huawei accelerators needed to match one Nvidia chip,” underscoring hardware performance gap Beijing sustains massive state support, but the industry’s ecosystem foundations remain fragile

Pop Mart Sheds Its “Chinese Company” Image as US Sales Surge Chinese Food-Service Brands Accelerate US Push With Localization Strategies Beauty Brands Leverage Storytelling and Social Media Marketing Chinese brands are stepping up their push in

Two decades of state procurement built a mass-production base for optical communications China commands 56% of global outsourced optical-module manufacturing capacity through cost and delivery advantages AI data-center expansion amplifies China’s grip over the supply chain

China’s Export Controls Put India’s Manufacturing Supply Chains on Alert $676 Million Incentive Package Launched to Build 6,000-Tonne Annual Capacity Raw-Material, Technology and Administrative Bottlenecks Set to Delay Mass Production

GLP-1 treatment cuts long sickness absence and creates wider public savings Public coverage works best when governments negotiate prices and target clinical need Competition and changing diets are widening the economic effects of obesity drugs

Downturns can push households to work more as income and security weaken Monetary tightening may trigger the shock without uniquely causing the labor response Policy should separate rate effects from broader household self-insurance during recessions

Routine jobs can disappear while labor’s aggregate income share stays stable AI may raise output while concentrating wages among fewer workers Policy should track headcount, pay and productivity alongside labour share <