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Aoife Brennan

Eli Lilly consistently confirms therapeutic efficacy in clinical trials of retatrutide Triple-action GLP-1, GIP and glucagon mechanism maximizes weight-loss effect Side effects including gastrointestinal dysfunction remain clear, requiring further study and improvement in additional trials

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Oliver Griffin

Government pours funding into semiconductor resurgence Growing wave of investment centered on HBM and foundry manufacturing Production-line realignment targeting Samsung Electronics and TSMC gathers momentum The Japanese governme

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Anne-Marie Nicholson

Surging redemption requests force even Blackstone into defensive measures against capital outflows Debt burdens accumulated through AI data center and semiconductor investments come into focus Heightened uncertainty over monetization fuels growing tension in private credit markets

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Siobhán Delaney

Disruptions to energy supply chains triggered by the Strait of Hormuz crisis Global energy order shifts from efficiency to security Countries accelerate moves away from U.S.

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The Economy Ed…

Europe has savings, but not enough productive risk capital Fragmented markets keep too much capital in safe, local channels Post-Brexit Europe still lacks a financial centre strong enough to rival New York T

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Anne-Marie Nicholson

Growing hawkish sentiment within the Fed following strong employment data, with rate hikes now entering the discussion Trump insists that economic growth does not automatically translate into inflation and continues to advocate rate cuts Warsh focuses on trimmed-mean inflation measures, raising questions over potential groundwork for future easing

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Siobhán Delaney

Huawei declares its goal of achieving 1.4-nanometer-class chips by 2031 China seeks to bypass EUV constraints through Logic Folding design architecture Aims to narrow the technology gap through accumulated manufacturing experience

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The Economy Ed…

Space became commercial because public authority first made the market credible The US needed less direct funding because deep private capital could finance the risk China shows why state funding matters when pre-IPO markets are thinner

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The Economy Ed…

Inflation expectations can turn an oil shock into lasting inflation Bond prices are useful, but they often mix forecasts with fear Policymakers need a shock filter before markets overreact

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The Economy Ed…

Immigration inflation was far smaller than the politics around it Poor new arrivals added limited private demand but meaningful labor supply The smarter policy is faster legal work, wage protection, and local fiscal support Th

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The Economy Ed…

WFH jobs reduce the career cost of motherhood Partner flexibility makes the effect stronger Flexible work should be treated as family policy, not a perk A 77 percent offset in the earnings penalty at birth should transform the tone of moth

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The Economy Ed…

Construction productivity is holding back housing supply Cheaper machines have not offset rising material and labor costs Housing policy must make building faster, cheaper, and more repeatable Construction productivity is the m

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The Economy Ed…

Japan’s US-led security path is politically safe but strategically costly A Taiwan war would turn Japan’s alliance posture into a major economic risk Japan needs deterrence with diplomacy, not automatic escalation A c

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The Economy Ed…

Great powers built the old order, and they are now rewriting it Middle powers can stabilize rules, but they cannot enforce them alone The new global order will be shaped by leverage, not nostalgia Meanwhile, the United St

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The Economy Ed…

Japan’s AI problem is not access to technology, but weak pressure to adopt it Corporate inertia reduces demand for AI skills across schools and universities Japan and parts of Europe risk missing the productivity gains of AI unless delay becomes costly

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The Economy Ed…

US-Asia trust is weakening AUKUS has exposed a delivery gap Asian powers are building options The most revealing number in Asia this year is not a ship count or a tariff rate, or even a defense budget. It's 51.9 percent.

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Anne-Marie Nicholson

EU and China to hold high-level trade working-level talks in France EU has continued to raise regulatory barriers over China’s industrial subsidies “With U.S.

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Tyler Hansbrough

China’s J-10CE fighter achieved a clean sweep against the Eurofighter Typhoon in simulated engagements Europe’s delayed radar modernization and vulnerabilities in network-centric warfare exposed Drones emerging as a decisive element of advanced air combat, with the United States and China holding a clear advantage over Europe

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Aoife Brennan

Chinese 6-inch SiC wafer prices plunge amid 8-inch migration and government self-sufficiency policies Global wafer supply chain remains vulnerable to surging demand and recurring shortages Sustained Chinese pricing advantage could reshape the competitive landscape

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Oliver Griffin

Rising demand for solutions to post-weight-loss side effects Restaurant industry begins overhauling its strategies GLP-1 effects extending into behavioral change GLP-1-based obesity medications are reshaping the broader consumer economy far beyond th

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