Asia Pacific

US and Japan’s $550 Billion Strategic Fund Signals a New Era of Economic Security

The US and Japan are launching a $550 billion strategic fund targeting energy security and semiconductor supply chains. Here’s what it means for global markets and US-China competition.
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.
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.