Financial

U.S.

Export controls can accelerate innovation by forcing substitution China’s AI stack shows rapid adaptation under GPU limits Education must train for constraints, secure compute, and resilient supply chains The fastest st

September home prices fall 0.4% month-on-month Prices drop in 63 of 70 major cities Weakened consumption and slower growth deepen downturn China’s property market slump is worsening.

Banks That Extended Credit Now Shoulder Losses Shares of Zions and Western Alliance Plunge Fears of a Repeat of 2023 Bank Failures Concerns are mounting that a wave of bankruptcies among U.S.

SCMP: China in Talks with South Korea and Japan on Possible Trilateral Currency Swap Amid Trump-Era Tariff Threats, Beijing Seeks to Bolster Financial Stability Focus on Whether Japan, a Quasi-Reserve Currency Nation, Will Agree to China’s Proposal <

Limited real effects, symbolic diplomacy at bestArgentina collapses under reform fatigue

Japan Considering Allowing Bank-Affiliated Firms to Enter the Cryptocurrency Market Since the 2016 revision of the Payment Services Act, Japan has maintained a pro-crypto stance This year’s PSA amendment aims to accelerate deregulation and establish clearer market rules

Chinese Property Investors Rush to Cut Losses and Exit the Market Many Failing to Recover Even Their Principal as Losses Deepen the Longer They Hold Property Slump Accelerates China’s Deflationary Pressures

Credit Agencies Flag Persistent Fiscal Strains General Government Debt to Reach 116.5% This Year Policy Dilemma Between Fiscal Austerity and Growth Stimulus Standard & Poor’s (S&P), one of the world’s three major credit rating agenc

Digital money has arrived at scale Public rails should anchor trust while markets build services Schools and regulators must prepare for multi-rail payments with privacy, openness, and interoperability A single numb

EU firms keep investing despite weaker growth and falling U.S.

Through 2023, trade decoupling welfare held up as flows re-routed rather than collapsed New tariffs and export controls in 2024–2025 risk delayed cost spikes and shortages by 2026 Protect education: keep open lanes, diversify sourcing, and lean on services

SK Group Puts Non-Core Subsidiaries on the Market “Big Deal” Sale of SK Siltron Gives Chairman Chey More Room as Legal Risks Ease PEFs Reach Out to Doosan Over Potential SK Siltron Acquisition SK Group is accelerating efforts to streamline its portf

Former Senior Chinese Official Says “China to Maintain 4.5–5% Growth Over Next Five Years” Domestic Demand Remains Weak as Beijing Hesitates on Stimulus Property Slump Deepens Deflation, Leaving Questions Over Path to Recovery A f

Collapse of Dollar Credibility Sparks Fracture in Reserve Currency System Accelerating Shift Toward “Non-Dollar Assets” Shrinking U.S. Share of Global GDP Fuels De-Dollarization Signs of a shift in U.S.

Specialized banks help firms but amplify shocks in their niche Concentration risk—now visible in CRE—can turn local downturns into credit crunches Policy should “specialise, but insure” with sectoral buffers, syndication, and clean risk transfer

Asian Foreign Exchange Market Volatility Deepens Regional Central Banks Intensify Defense Efforts China Signals Policy Shift on Exchange Rate As trade tensions between the United States and China intensify, Asian currencies have collective

S&P: “China’s Homebuyer Sentiment Remains Fragile as Policy Support Loses Momentum” Housing Prices Keep Sliding, With Even New Builds Losing Steam Local Governments Roll Out Stimulus Measures, but Impact Remains Unclear

Family wealth driving a new global market orderAsia’s financial hubs expand their family office ecosystems

The IMF Warns: “Global Markets Growing Complacent Amid Rising Risks” Major economies weighed down by fiscal deficits and debt Trade conflicts and the Russia–Ukraine war add to mounting strain The International Monetary Fund (IMF) has proje