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China Enters 'Japan-Style' Era of Frequent, Small-Scale Stimulus, ANZ Warns
EconomyEN
China Enters 'Japan-Style' Era of Frequent, Small-Scale Stimulus, ANZ Warns

China has entered a 'Japan-style' phase of frequent, smaller stimulus packages instead of large-scale bailouts, warns ANZ's Chief Economist. This changes the investment calculus for Chinese assets.

AI's Insatiable Demand for Memory Chips Threatens to Derail Next-Gen Gaming Consoles
EconomyEN
AI's Insatiable Demand for Memory Chips Threatens to Derail Next-Gen Gaming Consoles

The AI industry's massive demand for HBM memory chips is creating a supply shortage for the videogame industry, potentially delaying and increasing the price of the next PlayStation and Xbox.

Bitcoin Slips Below $88,000 as Traders Brace for Record $28.5 Billion Options Expiry
EconomyEN
Bitcoin Slips Below $88,000 as Traders Brace for Record $28.5 Billion Options Expiry

Bitcoin's price is down below $88,000 as the market prepares for a historic $28.5 billion options expiry on Deribit this Friday, with data suggesting potential for increased volatility.

IHG Bets Big on Osaka's Casino Future with 800-Room Waterfront Complex
EconomyEN
IHG Bets Big on Osaka's Casino Future with 800-Room Waterfront Complex

IHG is building a huge 800+ room hotel in Osaka, opening in 2029 to target the new casino. We analyze the investment thesis and its impact on Japan's real estate and tourism sectors.

Yen Jumps to 156 as Minister Signals 'Free Hand' for Intervention
EconomyEN
Yen Jumps to 156 as Minister Signals 'Free Hand' for Intervention

The Japanese yen rallied to the 156-per-dollar level after Finance Minister Satsuki Katayama said Japan has a "free hand" to counter its depreciation, signaling a heightened risk of currency market intervention.

U.S. Freezes Five Major Offshore Wind Farms, Wiping Billions From Valuations
EconomyEN
U.S. Freezes Five Major Offshore Wind Farms, Wiping Billions From Valuations

The U.S. government has frozen five major offshore wind projects, causing shares of Ørsted, Equinor, and BP to dive. An analysis of the market impact and what this means for investors.

Sanctioned Russian LNG Plant Makes First Shipment, Testing U.S. Resolve
EconomyEN
Sanctioned Russian LNG Plant Makes First Shipment, Testing U.S. Resolve

A Chinese-owned tanker, the Kunpeng, has loaded the first LNG cargo from Russia's sanctioned Arctic LNG 2 plant, testing the effectiveness of U.S. sanctions and potentially impacting global energy markets.

U.S. Finalizes 'Gold Standard' Hydrogen Rules, Squeezing Producers and Boosting Utilities
EconomyEN
U.S. Finalizes 'Gold Standard' Hydrogen Rules, Squeezing Producers and Boosting Utilities

Analysis of the final U.S. Treasury rules for the 45V clean hydrogen tax credit under the IRA. Learn how the strict 'three pillars' framework impacts hydrogen stocks like Plug Power and benefits utilities like NextEra Energy.

Iran Oil Exports Hit 7-Year High as China Defies U.S. Sanctions
EconomyEN
Iran Oil Exports Hit 7-Year High as China Defies U.S. Sanctions

Iran's crude oil exports have climbed 5% in 2025 to a 7-year high, driven by massive purchases from China that defy U.S. sanctions. What does this mean for oil prices and geopolitics?

ECB Signals June Rate Cut, But Warns of 'Bumpy' Road on Wages
EconomyEN
ECB Signals June Rate Cut, But Warns of 'Bumpy' Road on Wages

The European Central Bank (ECB) has signaled a potential rate cut in June as inflation cools, but high wage growth remains a key concern. We analyze the ECB's dilemma and what it means for investors.

ETHZilla Dumps $74.5M in Ether to Tame Debt as Stock Plummets 96%
EconomyEN
ETHZilla Dumps $74.5M in Ether to Tame Debt as Stock Plummets 96%

Nasdaq-listed ETHZilla (ETHZ) sold $74.5 million of its ether (ETH) treasury to pay down debt amid a 96% stock collapse, highlighting a crisis for digital asset treasury firms.

Blackstone Inks Japan's Largest 2025 Property Deal, Buying Tokyo Logistics Hub for Over $630M
EconomyEN
Blackstone Inks Japan's Largest 2025 Property Deal, Buying Tokyo Logistics Hub for Over $630M

Blackstone strikes Japan's largest logistics property deal of 2025, acquiring a central Tokyo hub from Nippon Express for over $630 million. The move highlights intense demand for urban distribution centers amid a labor crunch.