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The Economy Markets

Oliver Griffin

DeepSeek V4 Pro usage surges after 75% price cut Other Chinese AI firms recalibrate pricing strategies on the back of domestic chips China’s rapidly expanding indigenous AI chip supply chain narrows Nvidia’s room to maneuver China’s generative a

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Tyler Hansbrough

China accelerates expansion of nuclear generating capacity under a state-led strategy Standardization strengthens infrastructure capabilities while delivering significant cost advantages Rapidly expanding nuclear market could reshape the standing of traditional leaders including the United States, France, and Switzerland

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Matthew Reuter

176,000 tickets listed on resale platforms just two days before kickoff More than 4,000 tickets available for the U.S.

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Anne-Marie Nicholson

Core CPI at 2.5%, Services Inflation Surges to 3.5% ECB May Raise Rates After Seven Consecutive Holds Europe Has Little Room for Either Stimulus or Tightening Europe’s economy is once again trapped in the shadow of inflation.

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Siobhán Delaney

Trump tells Iran after attack on Israel: “Return to negotiations and reach an agreement” Urges both Iran and Israel to avoid further escalation as region faces choice between peace deal and renewed conflict Outcome hinges on compromise between sanctions relief and security guarantees

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Matthew Reuter

Britain’s Core Astute-Class Nuclear Submarine Force Enters Port Simultaneously, Creating a Capability Gap Structural Constraints Continue to Generate Friction, Clouding the Future of the AUKUS Alliance Budget Pressures and Shortage of Available Vessels Disrupt Nuclear Submarine Operations and Decommissioning

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Tyler Hansbrough

SpaceX’s blockbuster IPO is drawing near, with a major shift in market liquidity expected Meta’s consideration of a capital raise ahead of the listing triggered a sharp share-price decline Cryptocurrency prices remain on a downward trajectory, squeezed by AI-driven capital flows and the loss of future-growth premiums

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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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