Financial

SFDR has increased disclosure, but it has not shifted capital in a meaningful way Europe’s sustainable finance rules prioritize paperwork over market consequences Real reform must link sustainability claims to enforceable financial incentives

The weak dollar reflects a loss of trust in U.S. financial stability Political risk is now priced directly into U.S.

Debt service exceeds new capital inflows Record principal and interest burdens amid “reverse capital flows” Trade share at 44%, with vast spillovers for the global economy As global public debt rises rapidly across low- and middle-income countri

Headline growth masks economic contractionOvercapacity-driven “push exports” hit structural limits

China Sells U.S.

Delays at Songdo plant extend revenue gapCDMO requires trial-and-error and long-term investment

Hyundai Motor Union Strongly Opposes Plan to Deploy ‘Atlas’ Humanoid Robots Cost Cuts and Reduced Tariff Risk Expected, With Hyundai Likely to Push Ahead Global Automakers’ Robot Race Intensifies as Hyundai Motor Seeks to Cement Its Position

Internal Fed candidates lose momentumRate views and policy outlook shaped by experience

Trump policy uncertainty and rate-cut expectations accelerate dollar weakness U.S.–Japan intervention speculation rattles the “policy trust premium” Trump openly embraces a weaker dollar to boost U.S. exports The U.S.

Ukraine cannot rely on the 1990s transition model without rebuilding core infrastructure The Korea 1953 case shows why catalytic capital must target hard assets first A phased Ukraine reconstruction strategy is key to unlocking private investment and EU integration

Lee Jae-myung Sends a Clear Warning on Korea’s Duplicate-Listing Practice LS Drops Its IPO Plan Amid the Dual-Listing Debate, Forcing Other Conglomerates to Rethink Subsidiary Listings Tighter Rules Could Fuel Offshore Spin-Off Listings, Raising the Need for Policy Safeguards

Silent tightening was not silent — it reshaped global credit through hidden market channels Geopolitical shocks shifted capital from venture funding to private credit, slowing growth The real policy failure is ignoring how financial plumbing redirects risk

Reduced Reliance on the U.S.

Poland Opts to Preserve Monetary Sovereignty Eroding Confidence in the Euro Amid Weakness in Core Economies Downside Risks to Europe’s Economy Intensify as Transatlantic Economic Frictions Mount Poland has made clear that it will not rush i

Won Slides as Talk of Coordinated U.S.–Japan Action Adds Downside Pressure Korea Could Get Some Relief After Months of Costly FX Defense Japan’s Takaichi Government Eyes a Poll Boost Ahead of a Snap Election The won–dollar rate, which had be

Tax authorities weigh “materiality and intent”Exit from congestion control zones points to tax-minimization motives

Banks increasingly meet capital rules with synthetic structures instead of real equity Derivatives and risk transfers weaken the power of countercyclical buffers Regulation now measures resilience on paper more than resilience in practice

Delayed investment is the hidden tax of policy uncertainty across all economies Unclear rules turn rational caution into long-term growth loss Predictable policy is not cosmetic reform; it is a core economic growth tool

Call on U.S. government to intervene through trade channelsCoupang distances itself, calls it “unrelated,” as accountability debate persists

Extending the push into green and energy assets“Fire-sale” controversy and retail shareholder backlash remain variables