Column China’s Fiscal Stimulus Turns Proactive: 2026 Local Bonds Pulled Forward
Beijing signals stronger fiscal support by bringing forward 2026 local bond issuance, aiming to stabilize growth amid weak revenue and rising debt concerns.
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Column Japan’s Markets Cheer Takaichi’s Win: Yen Weakens, Stocks Hit Record
Japan’s Nikkei hits record highs and the yen slides as Sanae Takaichi—seen as a fiscal dove—wins the LDP leadership race, shaping expectations for expanded government spending.
Column Global Stocks Surge Despite U.S. Government Shutdown Fears
Despite growing fears of a U.S. government shutdown, global equity markets reached record highs as investors priced in potential rate cuts and resilient liquidity conditions.
Column Capital Flows Rebound to the U.S. on AI Hype and Fed Easing Hopes
Institutional investors are redirecting capital from global markets back into the U.S., fueled by AI investment enthusiasm and Federal Reserve rate-cut expectations.
Column Trade Policy Uncertainty Puts Global Supply Chains at Risk
Rising trade policy uncertainty is disrupting global supply chains and investment. UNCTAD warns of mounting risks for businesses and growth.
Column Fitch Raises 2025 Global Growth Forecast but Flags U.S. Slowdown Risks
Fitch Ratings upgraded its 2025 global growth forecast to 2.4%, citing resilience in China and Europe, but warned of mounting risks from a U.S. slowdown.
Column Fed Rate Cut Hopes Boost Equities, Sink Dollar, and Lift Gold and Bonds
Weak U.S. jobs data raises hopes for Fed rate cuts, lifting equities and gold while sending the dollar lower.
Column India and Japan Launch $68 Billion Partnership for Clean Energy and Innovation
India and Japan unveiled a $68 billion, 10-year cooperation framework focusing on clean energy, semiconductors, and technology innovation. The strategic partnership strengthens Indo-Pacific ties while reducing supply chain dependencies and advancing both nations' economic security objectives.
Column The New Global Trade Order: How the US-China Truce Extension Reshaped World Economics
Discover how the US-China trade truce extension on August 11, 2025 reshaped global economics. Learn about the highest tariff rates since 1933 and the emergence of the new Turnberry trade system.
Column 39% Swiss Gold Tariff Sends Futures Prices Soaring to Record Highs – Trade Policy Shockwaves Rock Global Markets
US imposes shock 39% tariff on Swiss gold bars, sending futures soaring past $3,500. Market chaos as White House calls ruling "misinformation." Latest analysis.