The Economy Markets

Central banks diversify away from the dollar toward euro and gold U.S.

Eight Years of U.S.-China Trade War, Strategic Misfire for Washington China’s $1 Trillion Trade Surplus Reinforces Manufacturing Obsession “The U.S. Has No Capacity to Influence China’s Macroeconomic Strategy” U.S.

Output to increase by 137,000 barrels next month, suspended in Q1 2026 Move aims to defend prices and maintain unity amid supply glut fears U.S.-U.K.

“TSMC Is a National Strategic Asset” Sparks BacklashU.S. CHIPS Act Strategy Faces Pushback and Policy Reassessment

Beijing denounces Taipei contact as a diplomatic provocationFrosty APEC encounter underscores “smile-free diplomacy”

Electricity rates in New Jersey rise 19% year-on-year Power bills soar in neighborhoods near data centers Aging transmission networks add to the burden Electricity costs across the United States are climbing steeply.

Stalled U.S.-India Trade Negotiations Disputes Over Russian Oil Imports and Agricultural Market Access Agriculture: A Politically Symbolic and Highly Sensitive Sector India’s agricultural sector is taking a direct hit from climate change and mark

Rapid transition to DDR5–LPDDR5–LPDDR5XGovernment backing fuels talent shifts and industrial momentum

South Korea and China to Accelerate Second-Phase FTA Talks Focus on Livelihood Sectors such as Silver Economy, Startups, and Export Quarantine No Substantial Progress on Lifting the Hallyu Ban South Korean President

Policy uncertainty, not polarization, drives Spain’s talent loss Low vacancy rates and selective outflows show thin, unreliable opportunities Fix it with stable multi-year funding and fixed calendars to lift hiring Spain entered

China’s rare earth monopoly sits in midstream refining and magnet production, not mines An education-led push—rapid training, teaching factories, and industry-linked research—builds the workforce to shift capacity Procurement, recycling, and allied coordination then cut risk faster than tariffs alone

Families insure children’s income shocks—cash for short hits, saving for long ones In ageing, low-growth countries, this scales nationally: Japan’s seniors work longer to steady households Policy fix: public “reinsurance” via income-linked tuition, midlife upskilling, and flexible senior roles in education

Post-Earnings Call Reveals Progress in HBM4 ShipmentsMass Production of Samples Highlights Strengths and Risks of 1c DRAM

Streamlined Procedures Draw Foreign InterestChina Pushes a “Railway Alliance” Approach

Trump Administration Lowers Barriers for Biosimilars to Cut Drug Prices Pressures Pfizer and AstraZeneca to Sell at “Most-Favored-Nation” Prices Pharma Lobbying Surges Amid Hardline America-First Policy The U.S.

China’s EV Growth Myth Ends Market-Driven Restructuring Accelerates Government Shifts Focus to AI and Semiconductors China has removed electric vehicles (EVs) from its list of strategic industries in the 15th Five-Year Plan, signaling that

Growth Rate Doubles Rivals at 15% Outpacing All Global OTT Competitors in Revenue and Growth Consolidating Market Power as Domestic OTT Platforms Sink Deeper into Losses Photo=NETFLIX Netflix h

China Removes Electric Vehicles from Strategic Industry List Analysts Warn of Sharp Competitiveness Decline if Subsidies End Mass Closures Hint at Deepening Restructuring Crisis in China’s EV Sector The Chinese government has signaled a poten

Foreign Reserve Gains Estimated at $15 Billion Annually Additional Funding via Sovereign Funds and Bonds Won Weakness Poses Long-Term Risk South Korean President Lee Jae-myung and U.S.

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