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The Economy Markets

Matthew Reuter

Japan Turns to Korea to Rebuild LNG Carrier Industry Rare Earth Supply Race With the U.S.

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Anne-Marie Nicholson

BOJ Moves Back Toward Tightening, Highest Interest Rate in 31 Years Within Reach Expectations for Sustained U.S.-Japan Rate Differential Drive Record Yen Short Positions Stabilizing Oil Prices Amid Hopes for an End to the War Add Uncertainty to Tightening Path

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Siobhán Delaney

Launch of discussions on the first accession chapter Breakthrough enabled by Hungary’s change in government Potential reshaping of Europe’s postwar security architecture The European Union (EU) has formally launched the accession process for U

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Matthew Reuter

NPEs Under Fortress Umbrella File Complaint With U.S. ITC Republican Lawmakers Join Calls for Action TSMC’s Critical Role in Semiconductor Supply Chains Raises Odds of Settlement Taiwan Semiconductor Manufacturing Co.

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Anne-Marie Nicholson

Trump speaks with Putin for nearly an hour, stressing the need to halt the war Also discusses battlefield conditions and peace proposals with Zelenskyy Diplomatic push on Ukraine resumes following efforts to contain the Middle East conflict <

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The Economy Ed…

Unemployment alone can hide a weak labour market Payrolls, participation and hours reveal the real bottleneck Policy must treat labour supply as a moving target Back in June 2022, the U.S.

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Aoife Brennan

Germany's TKMS and South Korea's Hanwha Ocean enter full-scale competition over Canada's CPSP program Shifting dynamics in the NATO submarine market raise questions over Germany's traditional dominance Germany's submarine industry strained by existing orders, with workforce and supply chains under pressure

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Matthew Reuter

Lapses in security management and unauthorized data collection uncovered Regulatory intensity exceeds cases involving Meta and Amazon Coupang immediately pushes back as activity emerges within U.S.

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Anne-Marie Nicholson

Highest CPI Increase in Three Years Rising Cost-of-Living Pressures, Slowing Labor-Market Momentum America’s Fiscal Stability Faces a Critical Test Amid Surging Debt U.S.

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Siobhán Delaney

Military Clash Fears Give Way to Expectations of Diplomatic Compromise Strait of Hormuz to Reopen Upon MOU Signing War-End Clock Accelerates as Hard-Line Variables Recede The United States and Iran have moved close to a dramatic war-ending agreement

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The Economy Ed…

Digital payments replace cash only when they feel easier than cash Poorer users adopt when payments are cheap, simple, and trusted Inclusion depends on open systems, merchant use and fraud protection Cash is not disapp

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The Economy Ed…

Remote work loneliness shows that flexibility has a hidden social cost Small talk is not office noise; it is part of how trust and learning move through work The answer is not office nostalgia, but better social design for hybrid work

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Oliver Griffin

CXMT Targets Mega-IPO, With Valuation Expected to Exceed $139 Billion Backed by Hefei Government Investment, Company Survived Industry Downturn and Benefited From Semiconductor Supercycle “Foil to the Big Three” vs.

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Tyler Hansbrough

SpaceX Emerges as a Global “Liquidity Black Hole” During IPO Process Investor Attention Focuses on Future Growth Engines Such as Starlink and Space-Based Data Centers Reusable Rockets Deliver Major Cost Efficiencies, While Capital-Raising Capacity Remains Unmatched

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Siobhán Delaney

Key Material at the Core of Next-Generation AI Semiconductor Packaging China and Japan Accelerate Production Line Construction and Prototype Development Competition Expands Beyond Technology Into Full-Scale Manufacturing Ecosystem Development

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