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Stefan Schneider

CEA Chair Stephen Miran’s Remarks Spark Controversy Critics Say He’s Trapped in a Bretton Woods–Era Mindset Pushing Theory Without Reflecting Structural Market Shifts Stephen Miran, Ch

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Tyler Hansbrough

CEA’s Miran Report Revives Calls for Ultra-Long Treasuries and Weak-Dollar Strategy, Evoking Memories of the Plaza Accord Amid rising global economic tensions, the concept of a so-called “Mar-a-Lago Accord” is increasingly being discussed on

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Jeremy Lintner

Triple-Digit Tariffs: U.S.-China Trade Tensions Escalate Beijing Courts ‘Trump-Friendly’ U.K.

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Nathan O’Leary

Heavy Equipment Orders Fuel a Capacity Surge From Underdog to Contender in HBM and DRAM A Global Production Footprint for Long-Term Growth In the rapidly evolving high-bandwidth mem

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Madison O’Brien

Global Investment Banks Lower China’s Growth Forecasts Beijing Plans to Expand Large-Scale Stimulus Measures Tariff Damage Seen as Too Severe to Fully Offset with Policy Support Following U.S.

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Nathan O’Leary

Samsung going all-in on 2nm process advancement TSMC already achieves 60% yield, maintaining dominant edge Without reaching 70% yield, Samsung may struggle to win major orders Samsung Electronics has reportedly impr

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Tyler Hansbrough

Trump Signs Executive Order to Impose Port Entry Fees on Chinese Vessels Concerns Grow Over Impact on U.S.

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Jeremy Lintner

Frequent Job Postings Signal HBM Push, But Slack Foundry Utilization Creates Surplus Workforce “Are We Sacrificing Long-Term Competitiveness?” Some Employees Ask Strategic Talent Reallocation to Bolster HBM Capabiliti

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Stefan Schneider

Is a 'Made-in-America iPhone' Just a Pipe Dream? Amid the trade war, stark differences in U.S.-China manufacturing capacity are on full display.

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Tyler Hansbrough

Trump Links Overseas Troop Presence to Defense Cost-Sharing Amid questions over U.S.

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Jeremy Lintner

Fears of Recession Mount Amid Escalating Trade War The U.S.

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Lauren Robinson

LG Electronics Faces Possible IPO Delay in India, But Local Market Outlook Remains Strong IPO Funds Targeted for Development of ‘Made-for-India’ Products India Seen as Resilient Amid Trump-Era Tariff Wars LG Electronics' Indian subsidiary

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David O'Neill

New Zealand to Double Defense Spending Trump Administration Ramps Up Pressure on Allies NATO Summit Ends Without Breakthrough New Zealand has announced a significant increase in defense expenditure aimed at bolstering deterrence again

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Joshua Gallagher

U.S. Pushes Alaska LNG to East Asian Allies An Energy Strategy That Could Shake China's Maritime Dominance Potential to Reshape the Global Energy Market The issue of South Korea’s participation in the Alaska Liquefied Natural Gas (LNG) development has emerged as a central point in tariff negotiations between the United States and South Korea. Just as tariffs under President Donald Trump are wielded not merely as trade tools but as geopolitical weapons, LNG is no longer viewed simply as an energy commodity to reduce trade deficits.

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Joshua Gallagher

Tariff Truce Reversed Just 13 Hours After Mutual Measures Take Effect After China matched the U.S.’s 34% and 50% tariff hikes with proportional retaliation, Trump escalated again — slapping a 125% tariff squarely on China, while sparing other nations for negotiation leverage.

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Joshua Gallagher

Markets Rattle as Trump Unleashes Tariff Blitz Xi Jinping’s Search for Allies Amid Economic Siege Trade Turmoil Spreads as Global South Faces the Fallout

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