The Economy Markets

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

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

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

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

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

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

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

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

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

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.

China Moves to Cut U.S.

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

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?

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

Business closures hit a four-year high as young entrepreneurs disappear Shrinking corporate activity erodes household purchasing power South Korea’s domestic market stands at the edge of chronic contraction The self-employed sector,

Big Tech Turns to Bond Markets for Financing Alphabet Reaches for 100-Year Maturities Relentless Race to Secure AI Dominance Despite Profitability Concerns Alphabet, the parent company of Google, has taken the unusual ste

A million satellites would overwhelm orbital coordination long before technical limits are reached Collision risk, debris, and governance failures scale faster than engineering solutions Without strict global control, orbital AI becomes a systemic liability, not progress

Mobile design is now governed, not just created This regime shapes how learning technologies function in schools Policy can still redirect design toward education Back in 2012, Apple won a case where a jury awarded it over a billion dol

U.S.

Yen Weakness and Government Bond Selling Pressure Expand SimultaneouslyMarkets on Alert Over Possible Unwinding of Yen Carry Trades