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The Economy Markets

Matthew Reuter

Stagnant investment execution in film accounts despite expansion of content funds Deteriorating profitability due to surging OTT usage and higher ticket prices Capital erosion in theater chains and collapse of the industry’s virtuous cycle

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The Economy Ed…

China’s rare earth dominance comes mainly from processing technology Supply disruptions often trigger innovation elsewhere Critical minerals cooperation is key for resilient supply chains In 2024, data indicate that Ch

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The Economy Ed…

Banking groups shift lending across affiliates when regulation tightens This weakens policies aimed only at banks Effective oversight requires sector-wide and global coordination The landscape of worldwide finance has experience

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The Economy Ed…

The oil price cap reduced Russian oil revenue without cutting global supply Oil producers adjust extraction timing based on future price expectations The oil price cap increased volatility but did not raise global oil prices

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The Economy Ed…

Europe should build an EU industrial strategy based on its own strengths Subsidies work only when strong markets and supply chains exist Europe must reinforce its industrial advantages, not copy U.S.

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The Economy Ed…

Tariff uncertainty is the real cost of U.S. trade policy Asian economies must diversify trade partners Some firms reduce risk by producing in the United States In 2024, according to the U.S.

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The Economy Ed…

Chinese exports to EU rose mainly due to price advantages, not tariff diversion Subsidies and cost differences intensified price competition in Europe Policy responses must address structural trade distortions In 2025, Chin

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The Economy Ed…

CDS spreads do not always reflect true credit risk Market frictions and low liquidity distort price signals Better transparency can improve CDS market efficiency In global finance, the speed at which credit default sw

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Anne-Marie Nicholson

Russia’s Expanding Military Capabilities Bringing All of Europe Within Nuclear Range Modernization of France’s Nuclear Deterrent and Forward Deployment to Allied Territory Establishment of a Europe-Centered Autonomous Deterrence Architecture Through Continental Security Leadership

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Siobhán Delaney

Retaliation Continues Despite Khamenei’s Death “No Time Limit” Signal Delivered in Tandem Bid to Recast U.S.

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The Economy Ed…

U.S. interest in Ukraine is about protecting system stability, not just territory Support for Ukraine strengthens deterrence, alliances, and the U.S.

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The Economy Ed…

Nuclear escalation risks now stem from fragile systems, not just intent Drones and misinformation shrink decision time and raise miscalculation Education can reduce nuclear escalation risks through civic resilience At the start of

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The Economy Ed…

Ukraine lessons for US military planning show that cheap drones and mass artillery now shape modern war Deterrence today depends on industrial scale, resilient logistics, and decentralized command Future conflicts will reward forces that combine high-end power with attrition resilience

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The Economy Ed…

Ukraine EU membership hinges less on speed and more on credible sequencing Reconstruction costs, public opinion, and veto politics demand phased and enforceable integration A structured, conditional pathway can secure Ukraine’s future while protecting EU cohesion

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David O'Neill

India labour formalization is redefining the country’s economic base Without social protection and skills, it will stall Done right, it secures growth and worker protection It is estimated that around 90% of Indian workers a

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Stefan Schneider

Security concerns overshadowed by political confrontationU.S. seen laying groundwork for potential tariff action

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Stefan Schneider

Limits of an internal combustion–centered strategy delay innovationSubsidy cliff triggers sales plunge and rising financial strain

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Aoife Brennan

Japan Mounts All-Out Push for Semiconductor Self-Reliance Through R&D Hub Development Will Japan’s Materials, Components and Equipment Sector, a Pillar of the Global Supply Chain, Further Expand Its Market Dominance? Massive Capital Injections Flow to Foundries Including TSMC and Rapidus

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Anne-Marie Nicholson

Average 30-Year Fixed Mortgage Rate Drops to 5.98%, First Sub-6% Reading in Three Years Mortgage Rates Remain Elevated Even as Home Prices Climb Break Below Key Psychological Threshold Fuels Hopes of Housing Market Rebound

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