Report

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

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.
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.
Invest

🌍 Precious Metals Outlook 2025–2026

– Strategic Perspectives in a World of Geopolitical Uncertainty and Monetary Shifts –By: Senior Global Commodities Analy...
Report

📘 Economic Analysis of the OBBB Act and Arctic Investment Strategy

― Growth Strategy or Fiscal Breakdown? The Dilemma of Polar Infrastructure and Long-Term Sustainability ―By: Senior Econ...
Crisis

Economic Impact of Hormuz Strait Closure Risk: Geopolitical Tensions and Market Implications

July 2025: Middle East Instability and the Changing Structure of the Global Energy Economy■ IntroductionAs of July 2025,...
Global Economy

New Trade Theory and Its Macroeconomic Implications in the Global Economy

Introduction: The Significance of Krugman's InnovationDuring the 1970s and 1980s, traditional trade theories—such as Ric...
Japan

Navigating the Dual Traps in the Global Order: Japan’s Strategic Response― Analysis from the Perspective of the Thucydides Trap and the Kindleberger Trap ―

Date: June 2025Author: Senior Economist, International Strategic Affairs1. Executive SummaryToday’s global landscape is ...
Middle East

Report: Crude Oil Price Outlook Amid Geopolitical Turbulence – June/July 2025

By: Senior Energy Economist / International Market AnalystIntroduction: Crude Markets in a Pressure CookerAs of late Jun...
Invest

Ray Dalio’s Principles for Success: A Framework for Radical Transparency and Growth

OverviewRay Dalio, founder of Bridgewater Associates—the world’s largest hedge fund—has developed a philosophy that tran...