The Economy Markets

China’s Actual Gold Purchases This Year Estimated at 250 Tons — Far Above Official Figures A Strategy to Hedge Dollar Risk and Strengthen the Yuan’s Global Role As De-Dollarization Spreads Around China, the U.S.

Trump’s tariffs largely borne by U.S. firms and consumers 89% of U.S.

Supreme Court hearing signals trouble for Trump’s tariff strategy“Tariff dividend for the people” seen as a populist pitch

Publicity is now a measurable asset, not just awareness AI “digital doubles” and new laws make identity portable, licensable, and enforceable Schools should value identity with attention-adjusted EMV and share revenue transparently

COP30 must set enforceable trade rules Join a carbon price-floor club with fair borders Recycle revenues and standardise carbon data to reward clean goods The most crucial climate figure this month is not another reco

China’s global economic influence creates shared dependence It reshapes rich-country industry and developing-country debt Open-source AI deepens this reliance, making resilience vital In 2023, China accounted for about

AI server demand triggers a supply shockChina accelerates both DDR5 and HBM

Average spend shifts fuel a wave of profit turnaroundsIndustry-wide restructuring and voluntary retirements

China Urges Citizens to Avoid Travel to Japan Amid Escalating Tensions With No Shift in either Side’s Position, Anti-Japan Sentiment Expected to Rise Sharp Drop in Chinese Tourists Looms — Will It Hit Japan’s Real Economy? China’s foreign m

Surging Capital Inflows Driven by AI and Big Tech Rally, Hitting Highest Level in Four Years Market Caps of Alibaba and Tencent Surpass U.S.

USD 103.2 Billion Lost, with 80% Concentrated in Non-Manufacturing Sectors Such as Hotels Labor Shortages Trigger Rising Personnel Costs and a Surge in Bankruptcies Employment Index Falls into Negative Territory, Marking a Record Low

Rubio’s Signal: “Foreign Terrorist Organization” Designation Coming on the 24th Carrier Strike Group Deployment Seen as Pretext for Action Against Maduro Experts Warn of Guerrilla Warfare, Military Takeover, and Long-Term U.S.

Europe’s rare-earth magnet production becomes a reality Despite urgent supply-chain needs, core capabilities remain weak Rare-earth facility investments accelerate across Europe Estonia’s Narva-based rare-earth magnet plant o

U.S.

Deepening property slump intensifies downward pressure on China’s economy Sector once responsible for a quarter of GDP now trapped in protracted downturn Market collapse driven by oversupply, mounting debt, and regulatory shocks

Chinese Startups Secure Only 10% of Overseas Funding Prolonged Venture Slump Keeps Profitability Stagnant Oversupply and Weak Consumption Send a Chill Through China’s Domestic Market Overseas venture-capital firms have sharply scaled back t

TSMC’s plan to build a six-fab semiconductor cluster has hit the brakes A cost structure 50% higher than Taiwan and a severe shortage of skilled labor Heavy-handed regulations mean that even six fabs cannot meet U.S.

Globalization shifts tasks to cheaper hubs while people move unevenly Left-behind places lose jobs and grow politically angry Insure workers, boost mobility, and invest in local productivity The narrative about regional bac

Manufacturing hires fewer people; services now drive job growth Digital services hit $4.25T and robot density doubled, shrinking mid-skill factory roles Pivot to service-led industrialisation with skills, standards, and digital trade rules

Private school subsidies risk emptying public schools by erasing price differences Competition will shift to entrance exams and prep, as Korea shows Link subsidies to fair admissions and fee caps, invest in public quality, and track enrolment