The Economy Markets

Anthropic Revelations Reignite Chinese AI Model Distillation Allegations 28.8 Million Conversations Extracted Through 25,000 Fraudulent Accounts Recurring Unauthorized Output Harvesting Intensifies U.S. Security Concerns U.S.

Flat-Rate Pricing Officially Ends as Usage-Based Billing Gains Ground Explosive Token Consumption Driven by AI Replacing Human Workflows Companies Rein in Unlimited Token Usage, Reallocate AI Models by Task The pricing structure for generative artific

AI tools accelerate code generation more than final software delivery Coordination and quality control now limit AI coding productivity Better models will create value only when firms redesign the delivery process New resea

NHTSA launches special investigation into fatal Tesla Model 3 crash into residential home Sudden-acceleration cases once largely attributed to driver error now increasingly raising questions over vehicle design and warning systems Driver-assistance crashes mounting in China as well, with robotaxi failures even triggering large-scale traffic disruptions

Oil prices erase gains sparked by the outbreak of the Iran war, falling back to pre-conflict levels Inflation risks expected to ease gradually, with the U.S.

U.S.

Trade policy uncertainty deters FDI more than predictable barriers Lower-income and highly integrated economies face the largest losses Stable rules have become essential investment infrastructure An increase in

China’s clean-energy scale has lowered costs while concentrating industrial power Rare-earth controls show how market dominance can become geopolitical leverage Managed rivalry can preserve low prices without accepting strategic dependence

Lawmakers in both chambers of the U.S.

Expectations Persist, but Seoul Adopts a Cautious Stance on CPSP Contract Prospects Germany Emphasizes North Atlantic Defense Architecture and NATO Interoperability Strong NATO Security Cohesion Expected to Raise South Korea’s Strategic Entry Costs

Tariffs to Be Imposed Even on Small Direct Purchases, with Fines to Follow from 2028 A Chain of Regulatory Measures Expands from Raids to Countervailing Duties EU: Trade Imbalance with China Is Unsustainable as Tensions Edge Toward Full-Scale Confrontation

Hanwha abandons construction of two solar plants after a 40% CAPEX surge collapses project IRR KHNP also withdrew from a 143MW project as rising costs forced it to shelve investment plans Projects becoming stranded assets even after securing permits, raising recurring profitability concerns in Spain

US AI leadership depends on retaining global talent China is turning returnees into domestic research strength Singapore is emerging as a third AI talent hub Over a year, the gap in performance on a major language benchmark be

Iranian Crude Emerges From the Shadows After Eight Years Global Oil Prices Fall to Four-Month Lows on Prospects of Iranian Supply Return Massive Dollar Inflows Offer Relief to Iran’s Economic Strains Washington Also Stands to Reinforce the Reach of the Petrodollar

Tariffs create openings, not automatic winners Europe gains only while it remains outside the tariff wall Productive capacity determines who captures diverted trade The most striking number from the US–China tariff war is not

Small tariffs can permanently redirect trade Large retaliation can damage domestic supply chains Europe must protect capacity without protecting failure A tariff imposed in June 2018 slashed the value of target

French food giant Danone sues U.S.

Europe Struggles Under Near-104°F Heat as Daily Life Faces Mounting Disruptions Energy Markets, Labor Productivity, and Inflation Expected to Face Broad Economic Pressure Climateflation Emerges as a Global Risk, Deepening Central Bank Policy Dilemmas

Argentina Advances Next-Generation Submarine Program Through France-Brazil Partnership Leveraging Brazil’s Production Infrastructure, France Takes Design and Technology Support Role Amid Capacity Constraints Package-Based Strategies Emerging as the Decisive Weapon in a Rapidly Shifting Global Submarine Market

Accelerating road deterioration driven by heavier battery packs Mounting pressure on the profitability of refining and fuel distribution networks Charging infrastructure bottlenecks and power grid strain emerging as key challenges China’s electric ve