Report

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...
Crisis

Military Clash Between Palestine and Iran: Implications for Japan’s Energy-Sensitive Economy

June 2025 | Keigo Shibata, Senior EconomistThe June 2025 military clash between Palestinian armed factions and Iranian-s...
Invest

Strategic Investment Report for Individual Investors Amid Global Uncertainty

IntroductionAs of 2025, the global economy faces a dual challenge of geopolitical risk and structural low growth. With e...
GOLD

Structural Drivers of Gold Price Appreciation

— Tangible Assets in a Fragmented World Order —Author: Senior Gold Market StrategistDate: June 2025 EditionGeopolitical ...