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Financial

Tyler Hansbrough

Korean regulators and parliament move in tandem to strengthen CISO authority at financial firms Repeated hacking and data breaches fuel growing consumer concerns Financial sector revamps security systems, but market says “lenient penalties are the real problem”

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Niamh O’Sullivan

Two-thirds of companies plan workforce cuts or freezesGrowth increasingly driven by technology, not labor

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Siobhán Delaney

Local-Government Debt Expansion Amid a Property Downturn China’s “Lost Decades” Risk Intensifies China’s Debt Ratio Breaks Above 300% of GDP for the First Time China’s local governments are sharply ramping up issuance of asset-backed

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Anne-Marie Nicholson

Limited FX-Market Reaction Despite BOJ Policy-Rate Hike Last Week Global IB Warning of Large-Scale Liquidation Risk on Early-Year Yen Appreciation Entrenchment of Yen Carry Capital Amid Persistent Early-Year Yen Weakness Despite the Bank of Japan’s

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Niamh O’Sullivan

“Dollars must return home, listings under review”Expanded control scope steers firms toward Hong Kong listings

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Tyler Hansbrough

China’s Debt Ratio Climbs to 302.3% by End-September, Liabilities Top 400 Trillion Yuan Surge in Local Government Debt and Deflation-Driven Nominal Growth Slowdown Push Ratio Higher Authorities Move on Debt Rollovers and Demand Stimulus, but Doubts Linger Over Short-Term Impact

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David O'Neill

2022 proved the nonlinear Phillips curve under tight labor Use two-speed budgets: inflation >4% and v/u >1 trigger Teach regime-switching to keep small misses small After the pandemic, inflation surged: in Europ

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Keith Lee

SVB proved digital runs can topple banks fast Real-time diversification is the best defense Faster, targeted supervision blunts coordinated risk In March 2023, the future of financial oversight looked grim.

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Tyler Hansbrough

Harman to Buy ZF ADAS Unit for €1.5bn, Stepping Up SDV Push Samsung Electronics on M&A Spree With Fläkt, Sound United, Xealth Legal Risks Cleared, New M&A Team in Place — Questions Linger Over Scale and Direction

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Niamh O’Sullivan

U.S. corporate bond issuance nears record highsDemand holds firm despite rising Treasury yields

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Aoife Brennan

Strategy Chooses Common-Stock Sale Over Bitcoin Buys Last Week With Fears of a Large Bitcoin Selloff Growing, Strategy Moves to Boost Liquidity MSCI Index-Removal Worries Spread—Saylor Still Signals “More Buying” Strategy, the bitcoi

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Siobhán Delaney

Yen Weakness Persists Despite ‘Highest Rate in 30 Years’ Increase “Speculative Yen Sell-Off, Decisive Action Needed,” Japan Signals Possible Intervention Fiscal Expansion Fuels Yen Selling, Highlighting Structural Economic Concerns Beyond Rates

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Ethan McGowan

Foreign threat consolidation is binding Ukraine—and now Europe—around credible defense Budgets climb, conscription returns, and schools build civic resilience Expect wider mandatory service soon—if paired with fair pathways and legal guardrails

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David O'Neill

Acquisitions slow innovation as buyer governance overrides speed Bound, don’t ban: output floors, retention covenants, access terms Educators: design for portability and use escape clauses There's a number that s

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Matthew Reuter

Consumer inflation remains in the 2% range Limited prospects for a reversal in currency weakness Persistent risks of a prolonged strong-dollar environment While the United States and other major economies are enjoying the rare combination

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Aoife Brennan

China’s Export Growth Masks Weak Domestic Demand as Property Slump Drags on Consumption and Investment Limits Emerge in China’s Subsidy-Driven Export Model, Growth Engine Wobbles Amid Trade Tensions Chinese Party and Government Set Boosting Domestic Demand as Top Policy Priority for Next Year

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Siobhán Delaney

Rewiring of labor-market compensation architecture amid AI diffusion Automation acceleration and economy-wide employment-contraction pressure Productivity-driven widening of asset and income gaps The U.S.

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Ethan McGowan

Bank recapitalization can protect Main Street faster than broad firm subsidies in crises It works best when credit supply is impaired, banks are viable, and bail-ins are credible Diagnose the bottleneck; if banks are the constraint, recapitalize first to crowd in private lending

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Stefan Schneider

Liquidity safeguards now subject to adjustmentWeight of the reserve requirement “exception”

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Tyler Hansbrough

South Korea’s Five Guys to Be Acquired by H&Q Equity Partners at an Estimated $45–55 Million After a String of Failed Bets Including Esquire and 11st, Is Five Guys a Comeback Play? Securing Japan Rights Through Equity Purchase—Could It Become the Next Burger King Japan?

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