Worst-case, a dreaded term could apply to the 2026 energy shock
In the war between Iran, the United States and Israel, economics has become as much of a weapon…
Ghosts of 1997 and 2008 stir as Iran spooks markets
TOKYO — Asia is seeing ghosts again. One apparition amid tight credit markets dates to the 2007-2008 global…
Nvidia halts H200 production as China backs Huawei AI chips
Nvidia has reportedly halted production of its H200 artificial-intelligence (AI) chips intended for China amid rising political tensions…
The rising risk of China turning Japanese
The world today is witnessing an unsettling sense of economic deja vu. Beneath the gleaming skyline of Shanghai…
China moving early as confidence in US debt frays
China is urging its biggest banks to curb their exposure to US Treasuries, a calculated intervention in the…
Economic nationalism giving rise to a zero-sum world
The world we inhabit today bears little resemblance to the one imagined by the architects of the global…
Silicon shock is the big ‘26 theme
In the early 2000s, the world of fine spirits broke. Demand for aged whiskey and fine wine exploded…
First and second largest economies in charts and figures
One is the loneliest number that you’ll ever do.Two can be as bad as one.It’s the loneliest number…
China’s big layoff wave now buffeting its tech sector
China’s long‑running wave of corporate layoffs is spreading from manufacturing and property to the technology sector, with some…
Hong Kong is China’s most underestimated strategic asset
It has become fashionable in some circles to speak of Hong Kong’s decline. The narrative is familiar: geopolitical…
Next financial meltdown could be much worse with US on sidelines
This is the second in a two-part series. Read part one here. Globalization has always had its critics…
US manufacturers face higher Chinese hurdles than soybean farmers
American soybean farmers aren’t alone in their dangerous overdependence on China. In a different way, so are many…