global-economy

Report

The Rise of Stablecoins: New Policy Challenges and Threats to Monetary Sovereignty

— A BIS Perspective and Global Regulatory Analysis —1. Introduction: The Emergence of a Parallel Monetary SystemAs of mi...
Report

ステーブルコインの急成長がもたらす政策的課題と主権への挑戦

〜BIS報告と国際規制動向の分析〜       報告日:2025年7月1. はじめに:新たな通貨モデルの台頭2025年現在、ステーブルコイン市場は約2,550億ドル(約37兆円)に達し、暗号資産の中でも中核的な存在へと進化している。特にUS...
Japan

Comparative Economic Analysis: Germany vs. Japan (2025 Outlook)

Prepared by: Chief Economist  Date: July 2025I. Executive SummaryAs of 2025, both Germany and Japan—two of the world’s l...
Japan

The Impact of Trump Tariffs on the Japanese Economy

President Trump’s 2025 tariff policy poses serious risks to Japan’s auto, tech, and export sectors. This report analyzes key impacts, economic scenarios, and Japan’s strategic options for safeguarding fiscal and industrial stability.
Report

The Looming Risk of Economic Recession in the United States Amid Prolonged Global Conflicts

As the U.S. deepens its military commitments in Ukraine, the Middle East, and Asia, its economy faces a triple threat: ballooning debt, persistent inflation, and declining global trust in the dollar. This expert analysis explores the rising risk of a 1970s-style stagflation, outlines three future scenarios, and offers strategic insights for investors, economists, and policymakers.
Japan

The Risk of a 21st-Century Great Depression and Japan’s Strategic Response

As global financial bubbles grow and trade tensions escalate, economists warn of a potential 21st-century Great Depression. This report analyzes the risk and outlines Japan's strategic policy response to avoid systemic collapse.
China

Why Wealthy Chinese Investors Choose Japanese Real Estate

Discover how affluent Chinese investors are strategically acquiring high-end properties in Japan as part of a global asset diversification strategy. Explore the key factors driving this trend in 2025.
Invest

Ray Dalio’s Strategic Warning for the International Economy

Billionaire investor Ray Dalio warns of a systemic global crisis driven by rising debt, trade wars, and geopolitical instability. Discover key risks and future outlook.
Report

【コラム】シャドーフリートの拡大と制裁の形骸化:ロシア経済を支える“海の抜け道”

ロシアへの経済制裁が効かない理由——それはシャドーフリートによる“海の抜け道”にある。本記事では、その仕組みと世界経済への影響、トランプ政権の対応を経済学の視点から分析します。
Report

How the Shadow Fleet Is Undermining Sanctions on Russia: The Hidden Artery of Energy Exports

Despite Western sanctions, Russia continues to export oil via a hidden “Shadow Fleet.” This report explores how that fleet operates, why sanctions are failing, and what it means for global markets.
未分類

Trump’s “Major Announcement” on Russia: NATO Arms Shift and the Shock of 500% Tariffs

President Trump has announced a major upcoming statement on Russia for July 14, alongside a new NATO-based military aid framework and a potential 500% tariff on Russian energy imports. This article explores the global and Japanese implications of these developments.
GOLD

The Fall of the Dollar and the Rise of Gold and Platinum

As the U.S. dollar weakens amid rising debt and geopolitical tensions, investors are turning to gold and platinum. Discover why precious metals are surging in 2025.
Japan

Strategic Positioning of Japan in the Emerging Global Order

In a shifting global landscape, Japan must redefine its diplomatic strategy. Explore how Tokyo can act as a stabilizing force in the era of multipolarity and fractured alliances.