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The Economy Markets

Niamh O’Sullivan

Setback to Currency-Based Expansion of ‘Coin Hub’ StrategyOpen Listings in Name, But a Gap Between Policy and Market Reality

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Siobhán Delaney

House Rejects Rule Blocking Anti-Tariff Resolution Senate Approval and Presidential Veto Power Constrain Practical Effect Alternative Measures Prepared Under Trade Expansion Act Section 232 and Trade Act Sections 301 and 122 The U.S.

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Tyler Hansbrough

Solar Product Price Increases Across China’s Industry Erosion of Price Competitiveness Amid Rising Input Costs and Reduced State Support Prospects of Weakened Position for Renewable Energy as the Lowest-Cost Power Source Chinese solar manufact

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David O'Neill

America First tariffs avoided an immediate recession but shifted trade into geopolitical strategy Short-term stability hides real household costs and long-run productivity risks The real test is whether tariffs build lasting capacity without weakening institutions

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Keith Lee

Speculation cannot fix structural affordability Stablecoins may look stable but can shift systemic risk Real reform requires stronger incomes and safer credit systems In 2024, a study found that about 63% of adults in the United Stat

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Ethan McGowan

High public debt is weakening the power of the zero lower bound in Europe When fiscal credibility erodes, lower interest rates no longer guarantee stronger growth or stable inflation Europe must rebuild fiscal space and institutional trust if monetary policy is to work again

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Stefan Schneider

Shift in the beneficiary of productivity gainsLabor share of income declines, warning signs in employment data

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Stefan Schneider

Capital Inflows Surge into AI and Defense Amid Push for Security SovereigntyShift from IPOs to PE Exits Reshapes Investment Landscape

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Aoife Brennan

Vietnam Resumes Nuclear Development, South Korea Emerges as Leading Contender Westinghouse Technology Licensing Pact Seen as Double-Edged Sword Surging Global Nuclear Demand to Test Team Korea’s Capabilities As the Vietnamese government moves

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Anne-Marie Nicholson

Listings surge beyond Gangnam to Nowon and Dobong Capital gains tax surcharge deferral extended from three to four months Homebuyers without property allowed to purchase tenant-occupied units

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Niamh O’Sullivan

Production cuts in consumer NAND → price surge and supply instabilitySupercycle expectations accelerate capital investment

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Siobhán Delaney

Cooling inflation without signs of a rebound in consumption or employment AI-driven shifts in labor structure and tariff-related uncertainty accumulate Eroding demand for Treasuries and weakening confidence in the dollar further constrain rate cuts

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Niamh O’Sullivan

First New Reactor in 25 Years Signals Industrial Re-entryPower Supply Instability and Cost Pressures Rise After Nuclear Phaseout

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Ethan McGowan

China’s domestic deflation is no longer contained; it now reshapes global prices, profits, and financial risk Industrial subsidies extend price pressure, turning a trade shock into a systemic financial spillover Global policy must adapt quickly to manage a deflationary force emanating from the world’s manufacturing center

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Anna Keller

Appetite is not a single switch but a network that can now be powerfully overridden Multi-pathway obesity drugs deliver record weight loss while introducing new biological risks Policy and education must adapt as fast as the science does

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Erik Van der Meer

AI is changing wildfire management by prioritizing where human effort matters most, not by predicting fires. Human-in-the-loop systems cut response time and reduce ignition risk under tight resource limits. This shift turns wildfire control from emergency reaction into practical prevention.

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Tyler Hansbrough

S&P Slashes China’s New-Home Sales Forecast, Warning of Prolonged Downturn Rapid Expansion of Advanced Industries Falls Short of Replacing Growth Engine “Growth Could Falter at Any Moment” China’s Economy Balances on a Knife’s Edge

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Aoife Brennan

Vietnam Signals Air Force Overhaul by Weighing Adoption of French Rafale Fighters Indonesia, India, Iraq Also Purchasing Rafales, Expanding France’s Export Channels Franco-German Rift Over Next-Generation Fighters Raises Question: Rafale Exports as a Strategy to Reinforce Strategic Autonomy?

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Anne-Marie Nicholson

China Reviews Shanggui Canal Following Pinglu Waterway, Expanding Inland–ASEAN Logistics Corridor Cambodia Advances Funan Techo Canal With China to Reduce Reliance on Vietnam Security Controversy Intensifies Amid Concerns Over Potential Military Use

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