Financial

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

Extending beyond property investment into development and operations No detailed rules for converting PFVs into project REITs Deemed acquisition tax imposed upon title transfer during conversion Although the government is promoting “p

U.S.

Summons of Fed Chair Jerome Powell by U.S. prosecutors Clash with Trump escalates into a legal confrontation Renewed controversy over policy independence amid rate pressure U.S.

High likelihood of reaffirming the existing policy stance“Raise rates and hurt domestic demand, cut rates and fuel assets”

Ripple CEO Monica Long’s denial of IPO plans and large-scale whale sell-offs trigger a sharp drop in XRP prices Tron-based stablecoin settlement volume reaches $24.2 billion, surpassing Ripple’s remittance scale by more than tenfold Ripple pivots with RLUSD launch and Rail acquisition, raising concerns over XRP’s shrinking role amid a dual-track strategy

Headcount at Korea’s top 10 builders falls 6.5% in a year, signaling a real hiring collapse Property downturn, tighter PF rules, and soaring construction costs pile up, drying up demand for labor Major builders seek growth through overseas orders as the domestic market darkens

Growth Exceeds 4%, Yet Employment Cools Firms Opt for AI Over Hiring, Pursuing ‘Slimmed-Down’ Strategies AI Boosts Productivity but Weighs on Job Creation The prevailing keyword defining corporate hiring strategies in

Tariffs may work for semiconductors, but they fail as a broad industrial policy Volatile tariff revenue signals deeper economic and institutional costs Punishment-based trade erodes trust that long-term investment needs

Trump Ally Myron Calls for More Than a 100-Basis-Point Rate Cut This Year Fed Officials Lean Toward Caution, Weighing Inflation and Labor Market Conditions Concerns Mount That President Trump’s Political Pressure Could Amplify Uncertainty Stephen

New Record High Reached Again Just Six Sessions After Surpassing $12,000 AI Data Centers and Power Grid Demand Underpin Prices Big Tech–Driven Demand Remains Resilient Despite Rising Prices, Rally Expected to Continue Copper prices have hit an

Korean Shipbuilding assets pile up in M&A market, but deals move slowly MASGA hopes and the supercycle inflate valuations, raising acquisition burden Capex pressure, Japan’s catch-up and other risks remain piled up K

U.S. invasion of Venezuela unlikely to have major short-term impact on global oil prices Despite holding the world’s largest reserves, output accounts for just 1% as infrastructure collapse and U.S.

The neutral interest rate is rising Borrowing costs for education will stay higher Hedge risk and fund only projects with fast, proven payback In 2025, the U.S.

Six consecutive half-years of declining hiring, deepening employment contraction among SMEs Exports hit $700 billion, yet semiconductor dependence remains entrenched Chinese offensive erodes manufacturing competitiveness, heightening urgency for corporate restructuring