Asia Pacific Taiwan’s Budget Stalemate Raises Defense Risks as China Pressure Mounts
Taiwan warns its delayed $40B defense budget could weaken deterrence against China, raising geopolitical risks across Asia and global markets.
Asia Pacific 
US Why a Messy Fed Chair Confirmation Could Rattle Global Markets
A potential battle over the next Federal Reserve Chair is raising concerns about central bank independence, market volatility, and U.S. monetary credibility.
Global Economy A Messy Divorce: Why the US–China Economic Split Is Becoming Hard to Control
The US and China are moving beyond managed de-risking toward a messy economic separation. Here’s why the shift threatens global growth, trade, and financial stability.
Ukraine-Russia Russia’s Oil and Gas Revenues Sink to Post-Pandemic Lows, Testing the Kremlin’s War Economy
Russia’s oil and gas income fell to its lowest level since 2020, highlighting the growing fiscal strain from sanctions and raising new questions for global energy markets.
US Trump, Powell, and the Battle for the Fed: Why Kevin Warsh’s Rise Could Test Central Bank Independence
Trump’s feud with Fed Chair Jerome Powell could fast-track Kevin Warsh’s rise — and test the independence of the U.S. central bank. Here’s what it means for markets.
US What Kevin Warsh as Fed Chair Could Mean for US Interest Rates—and the World
Trump’s nomination of Kevin Warsh as Federal Reserve chair could reshape US monetary policy, rate cuts, and global markets. Here’s what investors need to know.
Tech Microsoft’s AI Spending Shock: Is the Market Rethinking the AI Boom?
Microsoft’s sharp market value decline raises fresh doubts about AI investment returns, Big Tech spending, and the sustainability of the AI-driven market rally.
Asia Pacific Talks or Tactics? US-Iran Tensions Rise as Diplomacy Signals Clash With Military Moves
As US forces deploy in the Middle East, claims of renewed talks with Iran clash with rising military risks. What it means for oil markets and global stability.
Asia Pacific China’s Central Bank Bets on New Policy Tools to Contain Rising Financial Risks
China’s central bank says it will innovate policy tools to maintain financial stability. What this means for markets, debt risks, and global investors.
Global Economy India and the EU Seal Landmark Trade Deal as Global Supply Chains Rewire
India and the EU are set to conclude a landmark free trade agreement. Here’s what the deal means for global supply chains, trade policy, and economic power shifts.