Economy

Korea logged 24,275 births in July. Taiwan and China fell by double digits; Japan reads two ways. We ask whether the rebound is cohort size or policy.

Trump said South Korea will invest up to $200 billion. The joint US-Korea fact sheet prices two projects, gas power and nuclear. Alaska LNG has no figure.

Chinese tourists to Japan fell by 3.8 million in Jan-Aug 2026. Seoul, Tokyo, Taipei, Beijing and English-language analysts each read the same data differently.

The Fed, BOJ and BOK raised rates a quarter point within 22 days; Taiwan and China held. What each said, plus the impact on Korean borrowers and the won.

The Bank of Korea lifted its benchmark rate a quarter-point to 2.75%, its first increase in three and a half years. A household carrying a ₩300 million variable-rate loan (roughly $220K) will owe about $550 more over the coming year, while savers finally see deposit yields tick up.

Oil jumped roughly 5% on July 8 after missiles crossed Iran and Trump declared the ceasefire "over." Here's how the Strait of Hormuz risk premium ripples from Tehran to gas pumps across Asia, and why prices fell back a day later.

Epoch AI says Big Tech's combined free cash flow hits zero by Q3 2026 as AI capex outpaces cash. Compare the bubble and bull case—and check your 401(k).

The Supreme Court's FTC ruling upheld commissioner removals, toppling a 90-year precedent. Here's what it means for M&A, antitrust, and SEC enforcement.

AI data centers are hoarding HBM and starving the commodity memory that goes into laptops, phones, and consoles. Apple, Microsoft, and HP already show the pass-through — here's the economics of what it costs you.

Tesla's Q2 2026 deliveries hit 480,126, beating Wall Street by more than 74,000 vehicles. Yet shares slid roughly 7% the same day — the worst drop in over a year. Here's why the beat and the sell-off tell the same story.

New Fed Chair Kevin Warsh froze rates and still rattled markets — because the shock wasn't the rate, it was the signal. Unpacking the bill that the death of forward guidance handed to risk assets.

Ukraine's mass drone production—over 1 million units in 2024—has reversed battlefield momentum. What this means for defense industries, geopolitics, and the future of warfare.