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Financial

David O'Neill

Payment stablecoins now hold a quiet form of monetary privilege It comes from settlement design, not true money creation Until issuers are regulated as banks, the system remains distorted In 2024, stablecoins used for payments handled tri

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Erik Van der Meer

The market value of a degree now depends more on skills than prestige Employers pay for verified, job-ready learning Education policy must validate outcomes, not labels The worth of a college degree is changing quickly.

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Stefan Schneider

Steel’s core material also yields to oversupplyVertical integration weakens bargaining power

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Niamh O’Sullivan

Market intervention moves into a phase of depleted ammunitionConstraints on banks’ and companies’ foreign-currency operations likely

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Tyler Hansbrough

Homeplus Sees Payment Delays Spill Into Unpaid Supplier Bills and Wages Amid a Cash Crunch Labor and Management Urge DIP Financing, Saying Support Is Needed to Normalize Operations Potential DIP Lenders Meritz Financial and Korea Development Bank Show Limited Appetite for Additional Funding

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Siobhán Delaney

China Signals Determination to Break from the Dollar and Build a New Reserve Currency Xi Jinping Calls for a “Strong Currency,” Urges Elevation of the Renminbi to Reserve Status U.S.

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Siobhán Delaney

Trump-Fueled Dollar Distrust Drove Gold Frenzy Speculative Funds Exit En Masse on Warsh Nomination Talk Viewed as ‘Relatively Less Pro-Trump’ Figure Gold prices, which had been on what many described as a “ceiling-less rally” amid China’s massiv

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David O'Neill

The dollar’s strength is increasingly driven by funding stress, not stable safe-haven confidence China’s shift from U.S. Treasuries toward gold reflects rising concern over U.S.

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David O'Neill

SFDR has increased disclosure, but it has not shifted capital in a meaningful way Europe’s sustainable finance rules prioritize paperwork over market consequences Real reform must link sustainability claims to enforceable financial incentives

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David O'Neill

The weak dollar reflects a loss of trust in U.S. financial stability Political risk is now priced directly into U.S.

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Stefan Schneider

Debt service exceeds new capital inflows Record principal and interest burdens amid “reverse capital flows” Trade share at 44%, with vast spillovers for the global economy As global public debt rises rapidly across low- and middle-income countri

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Niamh O’Sullivan

Headline growth masks economic contractionOvercapacity-driven “push exports” hit structural limits

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Stefan Schneider

Delays at Songdo plant extend revenue gapCDMO requires trial-and-error and long-term investment

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Tyler Hansbrough

Hyundai Motor Union Strongly Opposes Plan to Deploy ‘Atlas’ Humanoid Robots Cost Cuts and Reduced Tariff Risk Expected, With Hyundai Likely to Push Ahead Global Automakers’ Robot Race Intensifies as Hyundai Motor Seeks to Cement Its Position

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Niamh O’Sullivan

Internal Fed candidates lose momentumRate views and policy outlook shaped by experience

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Anne-Marie Nicholson

Trump policy uncertainty and rate-cut expectations accelerate dollar weakness U.S.–Japan intervention speculation rattles the “policy trust premium” Trump openly embraces a weaker dollar to boost U.S. exports The U.S.

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David O'Neill

Ukraine cannot rely on the 1990s transition model without rebuilding core infrastructure The Korea 1953 case shows why catalytic capital must target hard assets first A phased Ukraine reconstruction strategy is key to unlocking private investment and EU integration

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Aoife Brennan

Lee Jae-myung Sends a Clear Warning on Korea’s Duplicate-Listing Practice LS Drops Its IPO Plan Amid the Dual-Listing Debate, Forcing Other Conglomerates to Rethink Subsidiary Listings Tighter Rules Could Fuel Offshore Spin-Off Listings, Raising the Need for Policy Safeguards

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David O'Neill

Silent tightening was not silent — it reshaped global credit through hidden market channels Geopolitical shocks shifted capital from venture funding to private credit, slowing growth The real policy failure is ignoring how financial plumbing redirects risk

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