Revision Passed at Final NPC Standing Committee Session of the Year Enhanced Capacity to Engage in Trade Disputes With the U.S., Japan, and the EU Supply-Chain Anxiety Spreads Beyond Rare Earths to Intermediate and Consumer Goods China has revise

Tencent Secures $1.2 Billion in Nvidia Compute Access via Japanese Cloud Network U.S. DOJ Indicts H100/H200 Smuggling, Tightens Physical Controls While Remote Cloud Access Remains a Gap U.S.

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

Core LCD Material Polarizers Pushed Out by China, Forcing ‘Strategic Retreat’ Samsung and LGD Even Ceding Plants Under ‘Red Tech’ Offensive OLED Also at Risk as Chinese Players Gain Ground in Next-Generation Technologies Alongside semicondu

Oracle’s $10 billion data-center financing disrupted by Blue Owl’s withdrawal Financial institutions reassessing AI infrastructure as high-risk assets Optimism around AI moderates as financial strain grows and valuation sorting begins Warni

Judiciary Puts the Brakes on Tesla’s Autonomous Driving Marketing Gap Confirmed Between Technological Reality and Advertising Claims Regulatory Tightening Poised to Spread Across the EV Industry Photo=Tesla

Red Sea insurance premiums fall to 0.2%, while Black Sea premiums surge 250%, deepening regional risk decoupling Despite toll discounts by the Suez Canal Authority, security costs outweigh benefits, sustaining a “cost inversion” favoring the Cape of Good Hope route If routes normalize, shorter sailing distances combined with record newbuild deliveries could trigger a supply glut, experts warn

The European Commission remains silent as Germany and others seek direct channels European industrial competitiveness trapped by Green Deal regulations Loss of decision-making power between great powers becomes reality, strategic autonomy recedes

Ionic MT Confirms North America’s Largest Estimated Rare Earth Deposit China Controls the Entire Global Value Chain, Making a Rapid Reset Unlikely Trump Administration Expands Private-Sector Investment to Pursue “Rare Earth Self-Sufficiency”

Funds Continue Channeling Capital Into Chinese AI Companies Focus on the Innovative Potential of China’s AI Ecosystem Power Infrastructure Advantage and the Impact of U.S.

European Commission Notifies Google of Preliminary Findings for Alleged “DMA Breach” AI Overviews Drive Sharp Click-Through Declines, Accelerating “Zero-Click” Search and Deepening Fears of a Publisher Ecosystem Breakdown Trump Administration’s Retaliatory Tariff Warnings Collide With a Hardening EU Line, Intensifying U.S.-EU Trade Frictions

Policy rate cut by 25bp to 3.50–3.75% November private payrolls hit by ‘negative growth shock’ Aggressive rate cuts likely if chair is replaced The U.S.

Concerns Mount Over Higher Neutral Rate, Acceleration of Yen-Carry Unwinds Government Hit Directly as JGB Issuance Surpasses About $7.5 Trillion Real Wages Decline and Consumption Contracts, Economy Shrinks for First Time in Six Quarters Japan’s 10

Conditional U.S.

White House Pressure for Message Revision Concern Over Voter Backlash in Midterms if Cost-of-Living Issues Ignored Will Trump Adjust His Economic Narrative as Inflation Erodes Public Sentiment? Growing voices inside the White House are urging Presi

Booming Incomes, Assets, and Spending Among High Earners Low-Income Households Squeezed by Rates, Prices, and Delinquencies Asset Inequality Poised to Widen Further with Technological Change The U.S.

GS Retail Shuts Down Overseas Home Shopping Operations Decline of TV Viewership Accelerates “Home-Shopping Exodus” Consumers Turning to Live Commerce Channels Photo=GS Retail GS Retail has dra

Technical Bottlenecks in Humanoid Robotics Commercialization Hurdles Amidst Lofty Expectations Early-Stage Operational Structures Still Dependent on Human Oversight As humanoid robots equipped with artificial intelligence (AI) begin to

China Denounces Takaichi’s Remarks as Interference in Internal Affairs “China Retains Ample Retaliatory Measures Against Japan” Most Powerful Option Still on the Table: Rare-Earth Sanctions China has escalated its multidimensional retaliati

China–Japan Government Bond Yield Gap Nearing First-Ever Inversion China’s Production, Consumption, and Investment in Retreat Stimulus Measures Failing to Restore Momentum The yield spread between Chinese and Japanese government bonds h