US

Report

When Washington Stumbles, the World Shakes: Global Fallout from the 2025 U.S. Government Shutdown

The 2025 U.S. government shutdown sends shockwaves worldwide — disrupting markets, trade, tourism, and global security. Explore how Washington’s paralysis reverberates across Japan, the EU, China, India, and emerging economies.
Report

The Longest U.S. Government Shutdown: A 35-Day Standoff That Shook America

The 2018–2019 U.S. shutdown lasted 35 days, halting services, hurting workers, and costing billions. Discover its human and economic impact.
Report

Report: A Political Science Analysis of President Trump’s Criticism of the United Nations and International Organizations

President Trump denounces the United Nations as “empty words” with no real action, questioning its legitimacy and highlighting the decline of multilateralism.
Report

Trump at the UN: Tensions, Theater, and the Human Side of Diplomacy

On-the-ground report from the UN: Trump’s paradoxical speech, Russia’s pushback, Guterres’ struggle, and the human drama shaping global diplomacy.
Report

H-1B Visa Shake-Up: $100,000 Fee Changes Everything

The White House has clarified that the newly introduced US$100,000 fee on H-1B visa petitions applies only to new applicants and not to existing visa holders or renewals. Here’s what businesses and visa holders need to know.”
Report

The Outlook for the U.S. Economy: Employment Weakness, Policy Uncertainty, and Structural Risks

U.S. jobs are slowing, debt risks are rising, and courts challenge Trump’s tariffs. Explore Ray Dalio’s warning of 1930s-style fragility in America’s economy.
Report

Trump’s Intervention in the Federal Reserve: The Cook Dismissal Case and Its Implications

President Trump’s attempt to dismiss Federal Reserve Governor Lisa Cook has ignited a legal battle over the Fed’s independence. Learn how the case, the confirmation of Stephen Miran, and the September FOMC meeting could reshape U.S. monetary policy and market stability.
Report

Trump’s Middle East Strategy: AI and Data Centers as the New Pillars of Geopolitics

Discover how President Trump’s Middle East strategy leverages massive Gulf investments in AI and data centers. From Saudi Arabia’s Humain projects to the UAE’s 5GW AI campus, explore the tech-driven shift in U.S.–Gulf relations, energy security, and global competition with China.
Report

Jackson Hole 2025: Powell Signals Gradual Rate Cuts and a Return to Policy Normalization

At the 2025 Jackson Hole Symposium, Fed Chair Jerome Powell hinted at modest rate cuts while emphasizing a return to a normalized policy framework. He highlighted labor market fragility, tariff-driven inflation risks, and reaffirmed the 2% inflation target.
Report

【Jackson Hole Aftermath】FRB Policy and U.S. Rate Cut Scenarios

Executive SummaryAt the Jackson Hole meeting in August 2025, Federal Reserve Chair Jerome Powell signaled a return to th...
Report

U.S. Rail Mega-Merger: An Economist’s Analysis of Union Pacific’s $85 Billion Bid for Norfolk Southern

Union Pacific’s $85 billion bid to acquire Norfolk Southern could create the first coast-to-coast freight rail network in U.S. history. Explore the economic benefits, competition risks, and regulatory challenges in this in-depth analysis.
Japan

How U.S. Pressure on Semiconductors and Pharmaceuticals Threatens Japan’s Economic Core

The U.S. is targeting Japan’s semiconductor and pharmaceutical sectors with tariffs up to 250%. This report explores the economic fallout, Krugman’s warnings, and how Japan must rethink its industrial and trade strategy to defend its core industries.
Invest

📘 Global Macro Strategy Briefing | Q2 2025

Reallocating Capital Under Structural Geopolitical StressA Strategic Framework Inspired by Ray Dalio1. Strategic Premise...