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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.

2025.09.24

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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.

2025.09.21

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【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...

2025.09.08

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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.

2025.08.18

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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.

2025.08.17

JapanUSWORLD

📘 Global Macro Strategy Briefing | Q2 2025

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

2025.08.13

InvestUS

🌍 U.S.-Africa Trade Tensions in 2025: The Collapse of Preferential Tariffs and Africa’s Strategic Response

As the U.S. ends AGOA preferences and imposes sweeping tariffs, African nations like South Africa and Madagascar face economic disruption. Explore how countries are adapting through negotiations, trade diversification, and multilateral diplomacy.

2025.08.10

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U.S. Stocks in a Slowdown Era: What Wealthy Investors Must Watch in Late 2025

U.S. labor data signals slowdown, rate cuts loom, and risks rise. Explore a strategic portfolio playbook tailored for high-net-worth investors in volatile times.

2025.08.08

InvestUS

【Economic Report】Summer 2025: U.S. Economy at a Crossroads

The July 2025 U.S. jobs report revealed sharp deceleration in hiring and rising unemployment, fueling expectations for Fed rate cuts by year-end. Explore expert analysis, macroeconomic scenarios, and policy implications in this in-depth report.

2025.08.07

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The Impact of Immigration Crackdowns on Little Tokyo: Economic, Legal, and Community Responses

Under Trump’s renewed immigration enforcement, Little Tokyo in Los Angeles experiences economic disruption, legal protests, and cultural resistance. A historic neighborhood under stress.

2025.08.06

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📘 U.S. Interest Rates at a Turning Point: Internal FOMC Divides and the Outlook for Late 2025

Amid growing recession fears and slowing inflation, two Fed governors voted for a rate cut in July 2025. This rare dissent signals a pivotal shift in U.S. monetary policy.

2025.08.05

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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.

2025.08.01

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📘 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...

2025.07.25

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