The Economy Markets

Accumulated friction over cooperation → alternative scenarios under reviewFrance reaches out to UAE, equity demands emerge as a variable

Intel, AMD Server CPU Supply Disruptions Drive Price Hikes and Delivery Delays ‘Post-Settlement’ Clauses Emerge in Prolonged Memory Shortage Global Data Center Expansion Expected to Slow Amid Component and Power Grid Constraints Intel and AMD

Trump Presses Ahead With the ‘SAVE Act,’ Reiterating Claims of Election Fraud Democrats Warn Supporters Will Lose Voting Rights, Use Filibuster to Block Passage Trump Administration Advances SAVE Program to Build a New Citizenship Verification Regime

“First mass production of HBM4” restores confidence in technologyCommodity DRAM selected as the profit engine

Bessent “China’s Trading Disorder, a Speculative Peak” From Chinese “Auntie” Investors to the State, Broad-Based Gold Buying China-Origin Capital Distorting Market Mechanisms As sharp surges and abrupt sell-offs repeatedly unfold in the

Interest costs on federal debt have already surpassed current defense spending, Federal interest outlays projected to reach $1.8 trillion by 2035, Explosive AI-driven growth touted as the last bulwark against sovereign default As U.S.

Most powerful executive branch to date takes shape “Takaichi power” fuels prospects of long-term rule

Davos survives by staging power, not by exercising it Ritualized presence replaces accountability and real decision-making Its persistence reveals deep institutional and educational gaps Inflation no longer creeps; it bolts

Climate shocks now directly strain public budgets and weaken tax bases Disaster spending and insurance gaps are becoming fiscal risks Without EU coordination, climate risk turns into a lasting deficit The most revealing

Inflation spreads faster because firms reprice in response to shocks, not calendars Energy and AI amplify this speed, but state-dependent pricing is the core driver Policy and education must adapt to inflation that moves in days, not months

North Korea’s economic rise is less about growth than about funded capabilityConflict-linked cash is speeding up industrial and military learningPolicy must disrupt cash-to-capacity channels, not just impose sanctions

Tariffs do not just redirect trade; they quietly reroute skills, students, and institutions Trade diversion reshapes education and jobs Policy must treat trade shocks as human-capital shocks, not only as economic ones. When the U.S.

Selling US Treasuries hurts the seller first by lowering the value of what remains Only coordinated action by major holders could move markets, and that coordination is unlikely US Treasuries function as a shared stability asset, not a usable financial weapon

This is no longer a race to catch up, but a push to reduce strategic dependence on China Supply chains and education systems are now instruments of geopolitical power Resilience will depend on how quickly institutions adapt skills, policy, and procurement

FDI now succeeds by linking into global value chains, not by expanding domestic production German investment in China uses local labor and efficiency while value stays global Policy should shape how FDI integrates into chains, not just how much arrives

The early-2020s inflation surge was driven by energy and supply shocks, not monetary excess Energy costs set off pricing cascades and productivity losses across key sectors Policy should prioritize supply resilience over demand tightening <

Moves to redesign U.S. production cost structuresLabor relations emerge as a key variable shaping adoption speed

Vietnam Steps Up Efforts to Foster the Rare Earth Industry, Moves to Overhaul Regulatory Framework Expansion of the Mining Value Chain to Absorb Surging Global Rare Earth Demand South Korea, the United States, and the EU Move Early to Establish Cooperative Ties With Vietnam

EU brings satellite-based infrastructure into the security domainEarly warning without interception contrasts with the U.S.-style space shield

China’s biotech sector has sharply expanded its market presence on the back of government support Surpassing the U.S.