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Siobhán Delaney

Chinese satellite networks bolster IRGC surveillance and communications capabilities Iran reportedly paid $40 million to acquire satellite control rights from Chinese firms Evidence mounts of precision strikes on U.S.

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Oliver Griffin

Huawei unveils advanced chip production technology excluding ASML semiconductor equipment China’s rapidly expanding AI sector wagers aggressively on price competition to secure global dominance Profitability deteriorates amid excessive competition, while allegations emerge over imitation of Western AI technologies

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Tyler Hansbrough

U.S.-Israel plan to foment popular uprising and oust Iranian regime derailed Iran’s state system preserved through swift succession, as public endures economic hardship and rallies behind state Iran presses for “economic recovery” in ceasefire talks, making U.S.

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Aoife Brennan

AI-driven trading rapidly proliferates, alongside mounting fraud schemes Algorithmic trading patterns risk becoming homogenized, raising warnings over investor “herding behavior” Fears grow over a replay of the SVB collapse, prompting regulatory crackdowns worldwide

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Matthew Reuter

Cracks Emerging in AI Chip Monopoly AMD Expands Supply Chain and Packaging Push, Broadcom Accelerates ASIC Offensive Google and Blackstone Forge TPU Alliance Signs of fragmentation are beginning to emerge in the artificial intelligence

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The Economy Ed…

Cheap trade became leverage China dominates key EU supply chains Europe needs de-risking, not isolation The warning is no longer buried in a policy paper.

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The Economy Ed…

Thailand faces a temporary housing squeeze before long-term population decline Ageing, low births, and city concentration could create future empty homes Policy should shift jobs, services, and housing demand beyond Bangkok

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The Economy Ed…

Taiwan Strait security is now a core economic lifeline for Japan and South Korea A crisis there would raise shipping, energy, and supply-chain costs far beyond a local conflict Washington must send clearer signals before silence encourages Chinese risk-takin

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The Economy Ed…

US monetary policy does not hit the world evenly Its effects depend on inequality, financial openness, debt, and credit access Small central banks need balance-sheet strategies, not copycat rate moves The target rate of

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The Economy Ed…

Japan and Korea are turning to India China is losing some appeal India must turn investment into production One number now redraws Asia's industrial map:

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The Economy Ed…

Energy inflation can turn a medium shock into a wider economic risk Oil and gas shocks spread fast because energy sits inside almost every price Policy must contain the pass-through early before inflation becomes self-reinforcing A

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The Economy Ed…

Tariffs can create inflation and weaker growth at the same time Modern supply chains turn border taxes into domestic cost shocks Tariff stagflation makes rate cuts risky and policy credibility essential A tariff rate

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Oliver Griffin

Soaring Jet Fuel Prices Amid Iran War Put LCCs Worldwide on Emergency Footing Middle East Crude Production Facilities and Logistics Networks Unlikely to Normalize Quickly Higher Refining Margins Drive Jet Fuel Supply Growth Outside the Middle East

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Tyler Hansbrough

OpenAI Moves Aggressively Toward IPO After Concluding Court Battle With Musk Growth Momentum Fails to Match Massive Investment Scale as AI Bubble Debate Persists Competitive Positioning War Across Global AI Industry Intensifies From Anthropic and Google to China

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Aoife Brennan

U.S. begins nuclear cooperation talks in step with India’s SHANTI Act Korea’s integrated nuclear value chain seen as viable solution to U.S.

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Matthew Reuter

Australian naval strategy pushed into a stopgap extension regime for aging submarines AUKUS trapped by supply-chain bottlenecks and shortages of skilled labor Western undersea capabilities pressured by China’s expanding blue-water navy

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Anne-Marie Nicholson

Targets $75 Billion Raise and $2 Trillion Valuation Musk’s Blueprint Extends From Mars Colonization to Space Data Centers SpaceX Listing Seen as a ‘Headwind’ for Tesla Shares SpaceX, the aerospace company pursuing what could become the largest ini

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Siobhán Delaney

Xi Jinping endorses Tumen River access initiative and statement backing North Korea Move signals renewed push to restore East Sea access lost after the First Sino-Japanese War Rising risk of Chinese and Japanese naval confrontation in northern East Sea waters

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