Reflects push for overseas expansion and U.S. market entryStrong price competitiveness anchors foothold in Mexico

Moves to divest flagship U.S. assetsRenovation seen as pre-sale value enhancementAftereffects of Anbang’s expansion phase come into focus Waldorf Astoria New York Hotel/Photo=Waldorf Towers

Gaps in production capacity, build costs, and supply chain concentrationOverseas construction followed by U.S.-based maintenance scenario

Shift in the beneficiary of productivity gainsLabor share of income declines, warning signs in employment data

Capital Inflows Surge into AI and Defense Amid Push for Security SovereigntyShift from IPOs to PE Exits Reshapes Investment Landscape

Yen Weakness and Government Bond Selling Pressure Expand SimultaneouslyMarkets on Alert Over Possible Unwinding of Yen Carry Trades

Accumulated friction over cooperation → alternative scenarios under reviewFrance reaches out to UAE, equity demands emerge as a variable

Moves to redesign U.S. production cost structuresLabor relations emerge as a key variable shaping adoption speed

EU brings satellite-based infrastructure into the security domainEarly warning without interception contrasts with the U.S.-style space shield

January sales more than double Tesla’sExports–dealers–local production lift awareness

Spending capacity intact, but purchase decisions delayedLocal brands gain ground as buying criteria shift

Steel’s core material also yields to oversupplyVertical integration weakens bargaining power

Cost Structure Shifts Including Memory Drag ProfitsGlobal Appliance Market Reorganizing Around China

Nvidia’s next core challenge: physical AIActual executable tasks remain limited

Call for “pragmatic federalism” spanning fiscal and industrial policy Fiscal integration gap persists despite growth pressures in major economies Security and foreign-policy autonomy issues reignite debate Europe risks deindustrializ

Trump: “Not worried about a weaker dollar—it’s doing fine”Dollar index plunges to a four-year low; gold and other safe havens surge

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

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

A Decision Prioritizing Sustainability Over InnovationWithdrawal and downsizing speculation since 2023

Gap between “next-generation stealth” branding and real-world performanceProduction-driven strategy strengthened despite operational and reliability concerns