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The Economy Markets

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

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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.

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Niamh O’Sullivan

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

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Niamh O’Sullivan

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

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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

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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

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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

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Stefan Schneider

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

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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

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Niamh O’Sullivan

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

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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.

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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

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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’

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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

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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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