Financial

Rising cases of license holders abandoning plans to open officesThe brokerage downturn timeline begins in 2022

Plans focus on securing LNG development funding and sales channelsTransport distance and long-term contracts remain key burdens

Prime Minister Takaichi Announces Food Tax Cuts Ahead of General Election Ultra-Long JGB Yields Surpass 4% for the First Time on Record Global Financial Markets Grow Wary of Japan-Originated Shockwaves As Japanese Prime Minister Sanae Takai

The End of China’s Property Invincibility Myth Gold Buying Frenzy Amid Safe-Haven Preference Chinese Investment Concentration in Tokyo Apartments As the myth underpinning China’s property market—long regarded as the backbone of the eco

Global CEOs’ confidence in revenue growth sinks to a five-year low Pressure mounts to show returns on AI spending, with few firms seeing real financial gains Rushed AI rollouts backfire, hurting service quality and driving up costs Glo

Reciprocal tariffs raise costs at home, shrink global trade, and rarely deliver lasting protection When two countries retaliate, third-party exporters often gain while consumers and firms lose Measuring the true cost of protection shows tariffs and counter-tariffs are equally damaging policies

Inflation is a mix of shocks and trends, not a single number Inflation decomposition clarifies causes and improves policy decisions It should be central to both forecasting and economic education Inflation isn't simple.

Global liquor makers’ inventories pile up as COVID-era output surge backfires Shifting consumer trends erode alcohol’s role as a traditional defensive stock Demand pivots to non-alcoholic drinks, accelerating industry reshuffle Global liquor

Lower capital requirements failed to increase UK lending Banks chose shareholder payouts over new loans Capital policy without conditions does not drive growth In December 2025, the Financial Policy Com

AI investment looks inflated, but much of its value is already embedded in real productivity gains Profits and adoption show substance, even as debt and feedback loops create fragility The real policy challenge is managing systemic risk without mistaking transformation for a bubble

Productivity gaps widen depending on AI adoptionJob restructuring and downsizing spread across industries

EU pushes “Made in Europe” legislation, doubling down on protectionist trade stance Moves to shield industrial competitiveness amid fiscal strain and slowing growth Energy supply risks and trade tensions with China add pressure across the bloc

Pullback in promotion of overseas investment productsCriticism grows over rising costs for financial firms and investors

Fed Independence as a Global Collective Defense Line Markets Focus on Next Fed Chair Appointment Pro-Trump Dove Kevin Warsh Emerges as Front-Runner As controversy surrounding the criminal investigation of U.S.

Controversy Over Erosion of Fed Independence as Powell Faces Investigative Pressure; Fitch Issues Downgrade Warning Political Interference Spurs Inflation Risks and Treasury Sell-Off, Raising Fears of Foreign Capital Flight Fiscal Dominance Undermines the Foundations of Dollar Hegemony, Amplifying Systemic Financial Risk

Bessent “Excessive Exchange-Rate Volatility a Concern” U.S. Equity Investment Frenzy Persists, FDI Negative for Three Consecutive Quarters Corporate Relocation Accelerates, Undermining Economic Foundations U.S.

China’s December 2025 exports and imports rebound sharply, beating expectations Annual trade surplus jumps 20%, driven by partner diversification and an undervalued yuan Subsidy-led export growth fuels global push for higher tariff barriers on China

Dimon, BNY CEO issue joint warnings: “Federal Reserve independence is the bedrock of markets” Trump renews public attacks, branding Powell “incompetent and corrupt,” signals intent to press ahead with successor nomination Financial sector alarm grows as erosion of Fed independence threatens the dollar’s global standing

“Ease the cost-of-living burden,” Trump demands steep cuts to credit card interest rates U.S. financial industry warns of side effects, including reduced credit access for low-income borrowers and fewer card benefits J.P. Morgan, the largest U.S.

A clear transaction gap emerges ahead of supply expansionDemand concentrates on prime offices defined by location and quality