Financial

China’s tech-led growth shift is real, but its subsidy model is creating political backlash Europe now sees Chinese overcapacity as a trade and security problem Without fairer competition, China’s growth will face stronger barriers abroad

Kevin Warsh, the newly appointed Chair of the Federal Reserve, highlights the importance of the trimmed mean inflation measure Relatively stable trimmed mean inflation contrasts with surging PCE and PPI readings Divergent inflation indicators strengthen Wall Street expectations for an extended rate pause

Fed Officials Converge Around Hawkish Consensus: "Price Stability Comes First" Expectations for Policy Easing Under the Warsh Fed Lose Momentum Bond Markets Move Ahead of Policy Rates as Major-Economy Long-Term Yields Trace an Upward Curve Officials

U.S.

Major economies including the United States, the United Kingdom, and the European Union face mounting growth headwinds from the Iran war Southeast Asian nations expand biofuel utilization, putting food supply chains under severe strain IMF projects slower global growth while inflation accelerates sharply

AI-driven trading rapidly proliferates, alongside mounting fraud schemes Algorithmic trading patterns risk becoming homogenized, raising warnings over investor “herding behavior” Fears grow over a replay of the SVB collapse, prompting regulatory crackdowns worldwide

China Targets Fed-Style Liquidity Framework U.S.

Cheap trade became leverage China dominates key EU supply chains Europe needs de-risking, not isolation The warning is no longer buried in a policy paper.

US monetary policy does not hit the world evenly Its effects depend on inequality, financial openness, debt, and credit access Small central banks need balance-sheet strategies, not copycat rate moves The target rate of

Energy inflation can turn a medium shock into a wider economic risk Oil and gas shocks spread fast because energy sits inside almost every price Policy must contain the pass-through early before inflation becomes self-reinforcing A

Tariffs can create inflation and weaker growth at the same time Modern supply chains turn border taxes into domestic cost shocks Tariff stagflation makes rate cuts risky and policy credibility essential A tariff rate

OpenAI Moves Aggressively Toward IPO After Concluding Court Battle With Musk Growth Momentum Fails to Match Massive Investment Scale as AI Bubble Debate Persists Competitive Positioning War Across Global AI Industry Intensifies From Anthropic and Google to China

Targets $75 Billion Raise and $2 Trillion Valuation Musk’s Blueprint Extends From Mars Colonization to Space Data Centers SpaceX Listing Seen as a ‘Headwind’ for Tesla Shares SpaceX, the aerospace company pursuing what could become the largest ini

China and Japan unload massive volumes of U.S.

Uber expands Delivery Hero stake from 7% to 19.5% Uber reinforces strategy after setbacks in Korea and Southeast Asia Global race for dominance in AI- and robotics-driven delivery intensifies Photo=Uber Eats

Middle East conflict fuels inflation fears, driving prolonged rally in U.S.

China’s economy flashes warning signs again as retail sales growth hits lowest level in 3 years and 4 months Property recovery remains distant, raising pressure for additional policy support amid deteriorating conditions Effectiveness of stimulus measures questioned as debt-dependent growth model shows mounting strain

Currency risk can turn liquidity into panic Credit Suisse exposed that weakness Swiss TBTF reform shifts the burden back to banks Global foreign exchange reached

Dollar stablecoins now dominate digital money China’s retreat shows control has beaten openness The real task is to make dollar stablecoins safer While roughly 99% of the stablecoin market cap today is USD pegge

Franchise F&B Assets Flood the Market as FIs and SIs Spend Years Merely Weighing Acquisitions Negative Perceptions Spread After Theborn Korea’s Owner Risk and Pizza Hut’s “Margin Franchise Fee” Dispute Risk Management Becomes More Critical Than Cash Flow and Brand Power