Economy

The U.S. has added Chinese chipmaker SMIC to its trade blacklist, cutting it off from key American technology. We analyze the impact on SMIC, the global semiconductor supply chain, and what it means for investors.

The U.S. Federal Reserve holds interest rates at 5.25%-5.50% for the fourth straight meeting. Officials project three rate cuts in 2026 but emphasize the need for more confidence in falling inflation.

Fusion Power Inc.'s nuclear fusion breakthrough causes an 8% drop in WTI oil prices. Analyze the market impact, investment risks, and long-term implications for energy portfolios.

Japan plans a ¥1 trillion injection into its domestic AI industry as part of a record ¥120 trillion budget. We analyze the investment implications and potential beneficiaries amid public concerns over inflation.

Japan's government is set to propose a record budget over ¥120 trillion, featuring a ¥1 trillion push for domestic AI development. Explore the market implications of this massive fiscal spending amid rising inflation concerns.

China's central bank kept its benchmark Loan Prime Rate (LPR) unchanged for the seventh straight month, reflecting a cautious approach to stimulus amid property woes and a weak yuan. We analyze the impact on global investors.

As the West raises interest rates, China's low-rate policy is turning the yuan into a major global funding currency. We analyze the boom in yuan-denominated debt and the risks for global investors.

The Bank of England holds its key interest rate at 5.25%, a 16-year high. But a 7-2 split vote signals a rate cut is likely coming in August, despite high services inflation.

The People's Bank of China (PBOC) cut its 5-year loan prime rate, a key mortgage benchmark, by a record 25 basis points to 3.95%. The move aims to revive the struggling property market, but markets remain skeptical.

A new FKI poll reveals 52% of South Korea's top companies expect a challenging 2026, citing a weak won and slow domestic demand. We analyze the risks and potential impact on the Korean economy and global investors.

Power is restored in San Francisco after an outage hit 110,000 customers. We analyze the economic impact on the tech hub and what PG&E's grid instability means for businesses.

OPEC+ announced a surprise 2.5 million bpd oil production cut, 1 million more than expected, sending Brent crude up 5%. The move fuels $100 oil forecasts and global inflation fears.