Global Economy

Global Economy

The Global Standing of the Japanese Yen and the Structural Forces Driving Further Depreciation

Central banks now hold only 5–6 percent of global reserves in yen, reflecting Japan’s declining influence in the international monetary system. This report analyzes the structural forces driving long-term yen depreciation.
2025.12.20
Global EconomyJapanReport
Global Economy

The Rising Importance of Gold in Global Foreign Reserve Portfolios

Central banks worldwide are increasing gold reserves as geopolitical tensions rise and confidence in dollar assets weakens. This report explains the structural drivers behind gold’s resurgence in global reserve portfolios.
2025.12.19
Global EconomyReportWORLD
Global Economy

Where Is Serbia’s NIS Heading?

Serbia’s energy giant NIS is entering a historic transition as U.S. sanctions force Russia’s Gazprom Neft to exit. This article explains the ownership shift, supply disruptions, emergency operations, and what the restructuring means for Serbia and the wider Balkan region.
2025.12.16
Global EconomyReportRussia
China

Geopolitical Report: China’s Aircraft Carrier Fujian Deployment near Taiwan

China’s newest aircraft carrier Fujian has sailed near the Taiwan Strait soon after its commissioning, signaling Beijing’s military confidence and geopolitical intent toward Taiwan and the U.S.–Japan alliance. This report analyzes its operational details, strategic implications, and future scenarios for the Indo-Pacific balance.
2025.12.12
ChinaGlobal Economy
Global Economy

The Putin–Trump Tunnel Initiative: A Visionary Project or a Geoeconomic Fault Line?

A visionary plan to connect Alaska and Siberia through the Bering Strait could reshape global supply chains, energy routes, and the balance of power between the US, Russia, and Asia. This economic analysis explores both the potential and the risks behind the so-called “Putin–Trump Tunnel.”
2025.12.01
Global EconomyInvest
Global Economy

🌍 Executive Summary: U.S. Government Shutdown 2025 — Economic Fallout and Workforce Disruption

The 2025 U.S. government shutdown has entered a critical phase. JPMorgan estimates each week reduces GDP by 0.2 points as layoffs hit Education and CDC sectors, posing lasting risks to growth and institutional stability.
2025.11.17
Global EconomyReportUS
Global Economy

Report: The 2025 U.S. Government Shutdown — Real Economy Distortions and the Spread of Credit Risk

The 2025 U.S. government shutdown triggered one of the deepest economic disruptions in decades — freezing wages, raising unemployment to 4.4%, and spreading credit delinquencies across cards, mortgages, and auto loans. This in-depth report analyzes how political paralysis became a credit event, reshaping America’s financial stability.
2025.11.12
Global EconomyReportUS
Global Economy

米国政府閉鎖2025：世界経済と地政学への波及リスク

Wrote by : Global Economist 2025/102025年10月、米国連邦政府の閉鎖は単なる国内政治危機にとどまりません。世界最大の経済が一部機能停止したことで、その余波はワシントンを越え、国際市場や同盟国、そして地政...
2025.10.16
Global EconomyJapan
Global Economy

The 2025 U.S. Government Shutdown: Causes, Consequences, and Global Implications

The U.S. government shutdown of October 2025 has halted federal agencies, disrupted workers, and shaken markets. Explore its causes, history, and global impact.
2025.10.15
Global Economy
Global Economy

Russia Deliberately Slows Growth to Curb Inflation, Putin Says

President Putin says Russia is intentionally slowing economic growth to fight inflation, dismissing recession fears. What this means for sanctions, markets, and global trade.
2025.10.07
Global EconomyReportRussia
Global Economy

The Strategic Advantages of Wealth Management Companies for High-Net-Worth Individuals

High-net-worth individuals are increasingly using wealth management companies to optimize taxes, secure succession, and expand investment flexibility. This report explores the key benefits, risks, and Buffett’s timeless insights for preserving wealth across generations.
2025.09.09
Global EconomyInvest
Global Economy

China’s Perspective on the U.S.–Russia Summit: Strategic Concerns and Diplomatic Calculations

The U.S.–Russia summit in Alaska reshapes global dynamics, raising concerns in Beijing. With U.S.–China ties at historic lows, China fears a Washington–Moscow rapprochement that could undermine its influence in Eurasia and heighten Indo-Pacific pressure.
2025.08.31
Global Economy
Global Economy

Ray Dalio’s Investment Philosophy and the Yen Carry Trade

Explore how Ray Dalio and Bridgewater Associates integrate the yen carry trade into their global macro investment strategy, leveraging Japan’s ultra-low interest rates for diversified, risk-managed portfolios.
2025.08.29
Global EconomyJapan
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