Policy

Poland deliveries feed through in earnest, sending Hanwha’s defense revenue soaring Production footholds in Europe and the US overcome the limits of finished-system exports Preserving manufacturing efficiency and completing localization key to further growth

China's growth model relied on cheap, precarious labor Consumption pivot needs secure income precarious workers lack Ruling-class "welfare" framing blocks meaningful labor redistribution In China, almost half of urban workers no lon

Europe sidelined in US-China rare earth talks US partnership may create new dependency Europe needs stronger independent leverage In three weeks, Xi Jinping will walk into the White House for the first state visit by a Chinese leader to Washingt

China lowers listing barriers for loss-making technology companies to foster strategic industries Valuations soar amid frenzied subscriptions, only for shares to plunge after market debuts Regulators launch sweeping review of IPO underwriters’ due diligence amid concerns over market confidence

U.S.

Japan’s power prices surge amid heat wave, with upward trend expected to persist in second half Total reliance on imported LNG leaves country acutely exposed to Middle East supply chain risks Japan’s LNG carrier revival plans face mounting uncertainty amid market turmoil

China pursues unpaid taxes from listed companies and high-net-worth individuals Antitrust penalties have also increased sharply in recent years Local government finances strained by collapse of land-based revenues and declining foreign investment

U.S. unleashes barrage of economic sanctions on Iran; Tehran retaliates with threat to “expand the battlefield” Iranian economy pushed to the brink; U.S.

U.S. imposes 50% tariffs on Canada under Section 338 of the Tariff Act Canada opts for “all-out confrontation” over further talks as it seeks to reduce U.S. dependence U.S.

U.S.

Rising government borrowing costs as fiscal expansion persists and interest rates normalize High-rate refinancing of debt issued during the low-rate era gathers pace, driving a 17% surge in debt-servicing costs next fiscal year A self-reinforcing debt spiral takes hold as additional borrowing pushes interest rates even higher

EU plans 1,600 new sanctions targets by October Shadow fleet sanctions grew, Baltic oil flows barely dropped Gas-price spike pulled more Russian LNG into Europe Kaya Kalas often repeats a number.

Washington Threatens Cascading Sanctions Against Third Countries to Choke Off Iran’s Funding Measures to Target Sanctions-Evasion Tactics, Including Ship-to-Ship Oil Transfers Rising Energy Procurement Costs and Supply Disruptions Converge on Chinese Industry

Russia claims stability; satellite data suggests otherwise Nighttime lights show persistent slowdown despite recovery claims Sanctions redistribute costs, concentrating damage in Russia's core The Russian Ministry of Econom

Decoupling from China could cost $23.6 trillion Strategic dependence can make that cost economically rational Security benefits must be measured alongside economic costs The $23,6 trillion was released in July 2026 as a warn

UAE curtails trade and commercial ties with Iran in line with US demands “Dubai would collapse”: Complete cutoff difficult given economic and security interests Iran maintains hard-line response to US pressure, with Europe also in its sights US

China Turns to Lower-Tier Markets to Spur Domestic Consumption Similar Policies Have Accumulated Since 2018, Yet Economic Indicators Remain Sluggish Growth Forecasts Slip into the 4% Range as Industrial Sectors Sound the Alarm The Chinese governmen

Trump's Korea drill cut undercuts NATO's disciplined burden-sharing gains Seoul responded with avoidance, not compliance, bypassing Washington entirely Structured timelines work; personal impulse-driven pressure does not I

Food consumption tax cut pushed through in response to inflation shock Two-year, $63.1 billion funding gap fuels debt and spending debate Long-term yields, the yen and social security finances face simultaneous pressure As soaring prices intens

EU gas storage levels decline as natural gas prices soar Falling Russian gas imports and Middle East risks deliver a severe blow Alternatives—including U.S.