Skip to main content

The Economy Markets

Stefan Schneider

Reflects push for overseas expansion and U.S. market entryStrong price competitiveness anchors foothold in Mexico

Read More
Matthew Reuter

CME Reviews Neodymium-Praseodymium Futures Contracts China’s Supply Chain Weaponization Drives Price Swings, Expanding Industry Hedging Demand Japan Pushes Rare Earth Supply Chain Realignment; Beijing Dismisses “Rare Earth Independence” as Illusion

Read More
Tyler Hansbrough

Prolonged Western Sanctions and India’s Exit Weigh on Russian Crude Demand Urals Crude Plunges, Cargoes Pile Up at Sea as China Exports Near Ceiling Cornered Moscow Pursues Economic Engagement With Washington, Including Return to Dollar Settlement

Read More
Stefan Schneider

Moves to divest flagship U.S. assetsRenovation seen as pre-sale value enhancementAftereffects of Anbang’s expansion phase come into focus Waldorf Astoria New York Hotel/Photo=Waldorf Towers

Read More
Aoife Brennan

China’s January New Vehicle Sales Down 3.2%, NEV Sales Plunge 20% Domestic Demand Cools Following Reduction in Government NEV Tax Incentives Chinese Firms Turn to Export Expansion and Low-Price Competition for Survival China’s new vehicle s

Read More
Oliver Griffin

Taiwan Allocates $40 Billion in Defense Spending to Counter China and Reinforce Military Capabilities Taiwan, Japan, and the Philippines Bolster Institutional Security Cooperation and Joint Drills Fears Mount Over Paralysis of Sea Lanes and Global Supply Chains in the Event of Armed Conflict

Read More
Anne-Marie Nicholson

Healthcare and Social Assistance Accounting for 95% of Job Gains Contraction in White-Collar Industries Including Finance Formation of a Low-Employment, High-Productivity Economic Order U.S.

Read More
Niamh O’Sullivan

Surging capital investment, including the emergence of 100-year bondsDebate over hidden liabilities and funding sources gains momentum

Read More
Siobhán Delaney

Nuclear Icebreaker Capable of Cutting Through 2.5-Meter Ice Arctic Pipeline as Hedge Against Western Maritime Blockade Latecomer United States Enters Arctic Route Rivalry China is accelerating its “

Read More
Niamh O’Sullivan

Proposal centers on an “energy + currency + policy” economic allianceWar costs, sanctions pressure, and frozen assets add complexity

Read More
Ethan McGowan

War weakens democracy not by necessity, but by creating incentives for leaders to centralize power The erosion of courts, media, and civil liberties often outlasts the conflict itself Protecting democratic institutions during crisis is a policy choice, not a luxury

Read More
David O'Neill

Trade resilience has real economic value in a volatile world Protection can act as temporary insurance, but productivity is the stronger long-term hedge Policy must price trade risk honestly and invest in domestic capacity Glob

Read More
Ethan McGowan

India growth momentum is strong, but its durability depends on education reform Investment gains will fade unless skills systems scale with industry demand The real test is whether growth becomes long-term capability India i

Read More
Stefan Schneider

Gaps in production capacity, build costs, and supply chain concentrationOverseas construction followed by U.S.-based maintenance scenario

Read More
Aoife Brennan

A Chinese invasion of Taiwan could slash global GDP by 10%, with South Korea and Japan Facing Direct Impact Semiconductor Supply Chain Collapse Threatens Advanced Industries and Financial Markets Russia-Ukraine War Imposes Massive Economic Losses Amid Protracted Conflict

Read More
Niamh O’Sullivan

The prospect of AI replacing decision-making and execution functions comes into focusAnthropic unveils an agent capable of “doing virtually anything”

Read More
Tyler Hansbrough

U.S. FY2026 Tariff Revenues Surge 304%, Delivering Short-Term Fiscal Relief Delayed Supreme Court Ruling Sustains Risk of Retroactive Refunds Tariff Burden Shifted to U.S. Firms and Households, Raising Growth Concerns U.S.

Read More
Anne-Marie Nicholson

Kering Grapples With Gucci Weakness, Moves to Divest Assets and Restructure Operations Major Luxury Houses Post Parallel Earnings Declines, Global Industry Growth Momentum Stalls Unprecedented Demand Retrenchment Driven by Gen MZ Pullback and China Property Slump

Read More
Aoife Brennan

Intel’s next-generation CPU Nova Lake to consume up to 700W Intel’s dominance falters amid AMD and Arm advances, market share erosion accelerates High-stakes bet embracing thermal and yield risks, testing the durability of its leadership Intel’

Read More
Matthew Reuter

EUV Procurement Bottlenecks Constrain Capacity Expansion CXMT DRAM Output at Half the Level of SK Hynix Medium- to Long-Term Technology Catch-Up Through HBM Entry ChangXin Memory Technologies (CXMT), the DRAM manufacturer spe

Read More