The Economy Markets

Oliver Griffin Jan 21, 2026 07:32

[AI Hegemony War] U.S. Loosens the Lock Despite “Selling Nuclear Weapons” Warning, China Counters With Customs Rejection

Anthropic CEO likens exports to “selling nuclear weapons to North Korea,” issuing a hardline security warning China defies U.S.

Matthew Reuter Jan 21, 2026 07:10

[China Property] From a Symbol of Wealth to a Liability: Capital Exodus Toward Gold and Tokyo

The End of China’s Property Invincibility Myth Gold Buying Frenzy Amid Safe-Haven Preference Chinese Investment Concentration in Tokyo Apartments As the myth underpinning China’s property market—long regarded as the backbone of the eco

Aoife Brennan Jan 21, 2026 06:51

Nvidia piracy-data claim fuels AI copyright fights, rules diverge by country

Nvidia faces growing copyright infringement allegations over use of pirated book data to train AI Copyright lawsuits over generative AI training continue to pile up worldwide Regulatory gaps widen by country as the U.S., Japan, and the EU move toward looser rules

Niamh O’Sullivan Jan 21, 2026 06:20

[AI Slop] How far has AI really come? What lies beneath the “bubble theory” seen through remarks by Microsoft’s chief

“AI must not remain confined to internal corporate discourse”Premature proliferation clouds the information market

Siobhán Delaney Jan 21, 2026 05:23

[China Bio] From Fast Follower to Core Hub, Closing in on the United States

China sees a surge in new drug clinical trials and global licensing deals Accelerating capture of the global biopharma market through innovation A string of Chinese biotech technology exports, including big-ticket deals with U.S.

Tyler Hansbrough Jan 21, 2026 04:12

[AI shock] AI becomes a growth litmus test as returns pressure mounts, outcomes hinge on strategy

Global CEOs’ confidence in revenue growth sinks to a five-year low Pressure mounts to show returns on AI spending, with few firms seeing real financial gains Rushed AI rollouts backfire, hurting service quality and driving up costs Glo

Niamh O’Sullivan Jan 21, 2026 03:28

[US-EU] Danish pension fund dumps U.S. Treasuries, signaling Europe’s turn to financial pressure

Rising pressure on U.S. interest ratesScenario of broader Treasury sell-offs across Europe

Aoife Brennan Jan 21, 2026 02:07

[U.S. defense industry] Korean shipbuilders expand in U.S. defense market on MASGA boost, pro-U.S. bloc push seen as next catalyst

Korean shipbuilders move to enter U.S. Navy warship programs head-on, beyond MASGA Push accelerates despite steps to expand U.S. production capacity, including shipyard acquisitions With Trump administration signaling a pro-U.S.

Keith Lee Jan 20, 2026 20:02

Why AI Infrastructure Policy — not chips alone — will decide who leads in AI

U.S.

David O'Neill Jan 20, 2026 19:56

When Reciprocity Fails: Why Reciprocal Tariffs Are Mostly Economic Self-Harm

Reciprocal tariffs raise costs at home, shrink global trade, and rarely deliver lasting protection When two countries retaliate, third-party exporters often gain while consumers and firms lose Measuring the true cost of protection shows tariffs and counter-tariffs are equally damaging policies

Ethan McGowan Jan 20, 2026 19:50

Reframing Inflation: Why inflation decomposition must be central to policy and teaching

Inflation is a mix of shocks and trends, not a single number Inflation decomposition clarifies causes and improves policy decisions It should be central to both forecasting and economic education Inflation isn't simple.

Ethan McGowan Jan 20, 2026 18:15

Donroe Doctrine: When ‘America First’ Becomes America’s Only Rule

The Donroe Doctrine replaces global leadership with blunt self-interest Tariffs now function as leverage, not policy tools Education and governance must adjust to a less predictable order The Donroe Doctrine isn’t a sweeping histori

Anne-Marie Nicholson Jan 20, 2026 07:51

[AI Infrastructure] The Shifting AI Investment Landscape, Expanding Beyond GPUs to “Physical Infrastructure” Including Power, Cooling, and Networks

Power bottlenecks emerging as AI-driven electricity demand from data centers surges Infrastructure investment gains prominence as a prerequisite for operating the AI ecosystem “Innovation in AI infrastructure will become the next engine of value creation”

Stefan Schneider Jan 20, 2026 07:33

EU moves to upend reliance on Chinese equipment, signaling broad bans across telecoms, energy, and security infrastructure

Equipment exclusions pushed on security and market-rule concernsChina seeks to undermine legitimacy with “double standards” claims

Aoife Brennan Jan 20, 2026 07:29

Defensive no more: global liquor inventories pile up as young consumers go sober

Global liquor makers’ inventories pile up as COVID-era output surge backfires Shifting consumer trends erode alcohol’s role as a traditional defensive stock Demand pivots to non-alcoholic drinks, accelerating industry reshuffle Global liquor

Siobhán Delaney Jan 20, 2026 05:10

Micron, Long a Perennial Third Player, Steps Up Pursuit of SK Hynix With Full Takeover of Taiwan Fab

Intensifying capacity race amid surging AI server demand Micron acquires Taiwan fab for $1.8 billion Full-scale DRAM mass production expected from the second half of next year U.S.

Tyler Hansbrough Jan 20, 2026 05:03

South Korea’s tech-leak crimes surge again as “legal revisions fail to bite,” calls to raise real penalties to U.S. levels

Surge in technology leaks hits semiconductors, displays, and secondary batteries Laws tightened, but light prison sentences blunt deterrent effect Korea should look to tougher responses in the U.S.

Niamh O’Sullivan Jan 20, 2026 04:55

[U.S. Defense Industry] Is U.S. defense rebuilding being done at allies’ expense? Questions raised by the “Donro Doctrine”

Limits of a high-end, low-volume production model exposedBreakthrough sought through opening to allies

Aoife Brennan Jan 20, 2026 02:45

AI-driven memory crunch forces even Apple and Google to line up, pushing price shocks into PCs and smartphones

Memory shortage deepens amid AI demand surge, DDR5 prices jump as much as fourfold Global big tech queues up as supply-demand balance flips PCs and smartphones hit hard, with price hikes and product cancellations mounting Global memory ch