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The Economy Ed…

Negative deposit rates do not just change returns; they change trust Denmark shows how households cut deposits when banks pass through negative rates Japan shows how low returns can push savers toward cash, caution, or global risk <

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The Economy Ed…

Young populations can lift growth only if jobs expand Ageing economies need labour, but extraction is not a strategy Investment decides whether youth becomes a dividend or a trap Between 2025 and 2035,

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The Economy Ed…

Supply chain inflation begins before costs fully appear Firms price delay as a margin risk Competitor reactions can turn disruption into persistent inflation Global supply chains experience a one-month-or-longer disruption

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Aoife Brennan

Advanced packaging emerges as a critical differentiator in semiconductor technology competitiveness Foundry leader TSMC significantly expands investment in advanced packaging Taiwan's backend semiconductor ecosystem increasingly aligns with TSMC, with capacity expansion gathering pace

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Matthew Reuter

Honda and Nissan to share next-generation automotive technologies Expanding joint development and standardization efforts to include component subsidiaries Pursuing economies of scale to strengthen competitiveness in the era of software-defined vehicles

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Anne-Marie Nicholson

Big Tech pours into the corporate bond market to finance AI infrastructure AI-related investment-grade bond issuance nears USD 400 billion Data center profitability expected to remain strong amid persistent supply shortages Global Big Tech com

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Siobhán Delaney

Rafale's limitations in scalability and modernization highlighted as fifth- and sixth-generation fighters proliferate Latecomer South Korea's KF-21 still faces a difficult path into the export market Combat experience and multirole capabilities remain the ultimate differentiators

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The Economy Ed…

A rate hike and a rate cut do not carry equal force Tightening hits firms when financing constraints bind Policy should track credit damage, not only inflation A single policy shift could appear minuscule on a central b

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The Economy Ed…

Japan rural depopulation is now an infrastructure problem Tokyo’s efficiency gains come with rural service loss Policy needs planned concentration, not symbolic revival Japan currently faces around 9 million abandoned hom

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The Economy Ed…

Banks cannot treat interest rate risk as a crisis-only problem Derivatives can soften rate shocks, but they also create new liquidity and governance risks Supervision should tighten when rate stress rises and ease when conditions calm <

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Tyler Hansbrough

India ramps up biofuel drive, aggressively leveraging sugarcane and related feedstocks Era of discounted Russian crude fades, intensifying search for alternative fuels Major economies also expand biofuel adoption amid Middle East energy supply risks

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Aoife Brennan

AI token prices have plunged over the past few years, yet real-world AI spending continues to climb. Exploding compute demand is strengthening the pricing power of AI infrastructure providers, including data center operators. Once infrastructure bottlenecks ease, a sharp improvement in automation efficiency could trigger sweeping changes across the labor market.

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Matthew Reuter

Limits of Xbox's Expansion Strategy Exposed Revenue Declines Despite Massive Investment, Console Business Falters Microsoft Overhauls Xbox as AI Investment Takes Priority Microsoft's (MS) gaming division Xbox has embarked on a sweeping restruct

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Anne-Marie Nicholson

Chinese Firms Expand Adoption of Domestic AI Semiconductors AI Infrastructure Spending Exceeds Budget This Year Global AI Competitive Landscape Poised for Change China is accelerating the buildout of a self-reliant AI infrastr

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Siobhán Delaney

Guangzhou Futures Exchange opens lithium futures and options to overseas miners and battery makers Beijing accelerates efforts to attract foreign capital by linking physical supply chains with derivatives markets U.S.

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Oliver Griffin

Indonesia Moves Ahead With Acquisition of Naval Group's Scorpène Evolved Submarines South Korea Loses Ground After Indonesia Fails to Implement Existing Submarine Contract Could Indonesia's Enhanced Maritime Deterrence Shift the Balance of Power Around the Strait of Malacca?

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Tyler Hansbrough

Chinese tech giants discontinue personalized AI agent services under government regulatory pressure Rapid expansion of AI companion services fuels growing concerns over unintended consequences AI's tendency toward flattery heightens dependency risks while exposing users to privacy vulnerabilities

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Aoife Brennan

Nvidia seeks to expand market share and generate recurring revenue through GPU demand guarantees Circular transaction model spreads across AI infrastructure market, with Google joining Nvidia "In-House Chips Instead of Costly Nvidia GPUs" Big Tech Accelerates Shift Away from Nvidia

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