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Siobhán Delaney

$800 million spent with only 22% completion An additional $1.9 billion required U.S. military capability constraints laid bare Los Angeles-class nuclear-powered attack submarine USS Boise/Photo=U.S.

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Tyler Hansbrough

SoftBank and other major Japanese companies establish an AI joint venture Japanese government turns to physical AI as it seeks remedies for labor shortages Competitive dynamics shift toward full-stack systems as large-scale U.S.

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Oliver Griffin

High jewelry posts robust growth despite the downturn A means of wealth transfer beyond the tax net Seen as an investment asset due to scarcity Despite geopolitical risks emanating from the Middle East and mounting inflation conce

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Matthew Reuter

AI Anxiety Fuels Extremist Rage Physical Resistance to AI Spreads, Rejecting Technological Change and Innovation Backlash Echoes the Luddite Movement of the Industrial Revolution Sam Altman, chief executive offi

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Anne-Marie Nicholson

IMF and WB Signal Downgrades to This Year’s Growth Outlook Surging Oil Prices and Fading Growth Momentum War-Driven Global Economic Uncertainty Deepens The Iran war is sending significant shock waves through the global economy.

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Matthew Reuter

Merchant fees ↓ Card loan delinquencies ↑ Corporate bond dependence remains in the 70% range All-out cost-cutting including voluntary retirement As profits at credit card companies sh

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Siobhán Delaney

Growth forecasts revised downward in successive rounds, signaling weakening economic fundamentals Tariff effects fade as investment and consumption cool, accelerating the downturn Surging oil prices and mounting price pressures heighten stagflation risk

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Matthew Reuter

Washington sends conciliatory signals to Beijing ahead of the May summit Beijing stays in wait-and-see mode, focusing less on trade frictions than on Northeast Asian security centered on North Korea North Korea emerges as a U.S.

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Tyler Hansbrough

Samsung Electronics’ 2-nanometer pilot production nears, ushering in full-scale competition at the leading edge of foundry manufacturing Samsung Electronics parts ways with Arm, aggressively embraces the open-source RISC-V architecture "Aiming to end its reliance on AMD by 2027," the company accelerates its drive toward GPU design independence

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Anne-Marie Nicholson

OpenAI Adopts Process Stability–Focused Technological Pragmatism Widening Gap in CoWoS-Based Packaging Competitiveness Urgent Need to Restore Trust Through Yield Stabilization and Low-Cost Orders OpenAI’s proprietary semiconductor develop

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Niamh O’Sullivan

Divergence between accommodative policy stance and rising market ratesProlonged downturn despite property stimulus efforts

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Siobhán Delaney

Experimental thorium molten salt reactor converts material into nuclear fuel Construction costs stand at one-quarter of Western levels, reshaping the market through the “manufacturing industrialization” of nuclear power plants Inner Mongolia reserves alone secure the potential to supply electricity for 60,000 years

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The Economy Ed…

Gig jobs can pull excluded immigrants into legal work When regular jobs are blocked, platform work can support stability Europe should use gig work as a bridge, not a destination Europe is facing a shortag

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The Economy Ed…

The EU carbon border tax works like a green trade barrier for many non-EU firms It may help EU producers now, but that edge will not last Without technology transfer, it risks becoming protectionism, not fair climate policy

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The Economy Ed…

Purges shake elites but do not replace relationships with rules China’s problem is structural: guanxi still outweighs formal rules Real reform means rules—not people—decide outcomes According to Transparency Intern

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The Economy Ed…

China’s energy rise is now a story of renewable energy security, not only emissions Its real advantage is not just hardware, but the education and training system behind it Countries that teach energy skills well will be less exposed to future oil and power shocks

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