US

Report

Trump’s Push for Fed Rate Cuts: Economic Rationale and Expert Warnings

President Trump is demanding aggressive rate cuts from the Federal Reserve to boost the economy and reduce debt costs. But top economists warn this could spark inflation, erode central bank independence, and trigger long-term financial instability.
Japan

📘 Report: Investment Strategy and USD/JPY Outlook Under Trump’s Economic Agenda (Late 2025 – 2026)

Author: Senior Economist | As of July 20, 20251. IntroductionWith Donald Trump’s return to the political spotlight and t...
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...
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.
Global Economy

🌍 How Trump’s Economic Policies Could Trigger a Global Financial Crisis

By: Senior Global Economist / International Macroeconomic Analyst■ Executive SummaryAs former President Donald Trump’s r...
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...
Report

How Trump’s Economic Strategy and Treasury Secretary Appointment Will Shape Markets

IntroductionAs Donald Trump gears up for a potential second term in office, the trajectory of U.S. economic policy is po...
Report

🏛️ Policy Brief: The “One Big Beautiful Bill Act” (OBBBA) – Trump’s Comprehensive Economic Blueprint

Executive SummaryThe “One Big Beautiful Bill Act” (OBBBA), passed narrowly in the U.S. House of Representatives in May 2...
US

The Evolving Relationship Between the US Dollar and Gold After 2024

This report explores the shifting dynamics between the US dollar and gold in the post-2024 global economy. With central ...
Global Economy

Why Exchange Rates Are a Leading Indicator for the Global Economy

― A Macroeconomic Perspective on Currency Movements and Economic Forecasting ―Introduction: Why Exchange Rates Matter Mo...
Global Economy

Summary of Key Statements by U.S. Treasury Secretary Scott Bessent – Week of May 19–25, 2025

This report provides a comprehensive summary of the most significant public statements and policy actions by U.S. Treasu...
Global Economy

From Acquisition to Partnership: Nippon Steel’s Strategic Pivot in the U.S. Steel Deal

In a dramatic shift from a $14.5 billion full acquisition to a politically acceptable “strategic partnership,” Nippon St...