Washington urges Japan, South Korea, and the Philippines to double their defense budgets—a demand that generates as many industrial opportunities as it does regional geopolitical tensions.
Jun 25, 2026 at 22:34 11 10
China's supply-driven growth strategy has resulted in a negative PPI for 23 consecutive months and a record trade surplus of $990 billion. Heinrich Vogel analyzes the mechanisms and implications for global sector allocations.
Jun 24, 2026 at 18:03 12 8
The two Korean giants are massively investing in HBM chips for AI - as signs of oversupply accumulate on standard DRAM. Structural bet or cycle error?
Jul 1, 2026 at 09:39 7 8
Deflation in AI computing shows no signs of stopping: DeepSeek announces V4 for mid-July with a peak-time pricing grid—a structural signal for specialized cloud margins.
Jun 30, 2026 at 10:07 10 11
At the close of Q2 2026, the yen hits a 40-year low against the dollar. The Nikkei and Kospi post a strong quarter in nominal terms—a paradox masking structural monetary fragility. Both the BoJ and FOMC meet on July 30-31: the dual catalyst approaches.
Jun 30, 2026 at 09:35 9 12
The Bank for International Settlements sounds the alarm: massive investments in AI could form a capital bubble likely to crash markets and trigger a recession—a warning that resonates as the U.S. Moratorium Act puts pressure on the sector.
Jun 29, 2026 at 17:15 8 11
Two contradictory signals from the Fed in 48 hours, a Japanese government encoding its tolerance for further BoJ hikes – one month ahead of the FOMC/BoJ double meeting, markets are reading between the lines.
Jun 28, 2026 at 15:39 9 10
Binance suspends, others settle in—but not just anywhere. The mapping of MiCA approvals reveals that European crypto harmonization replicates the classic regulatory arbitrage of traditional finance.
Jun 28, 2026 at 15:37 11 10
BTC breaks below the psychological threshold of $60,000, poised to record two consecutive quarters of losses—a structural bear market setup unseen since the Terra/FTX collapse.
Jun 28, 2026 at 12:53 9 13
