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...
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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...
Report Tariffs and Trade-offs: How U.S. Policy Is Reshaping Apple’s Global Operations
India vs. America: The Political Risks Facing Apple’s Supply ChainIntroductionOn May 23, 2025, former U.S. President Don...
AI Jensen Huang’s Critique of the U.S. China Policy Miscalculation
Executive SummaryIn May 2025, Jensen Huang, founder and CEO of NVIDIA, publicly declared that the U.S. export restrictio...
Middle East President Trump’s May 13, 2025, Visit to Saudi Arabia – Speech and Investment Agreements
Prepared from the perspective of a Global economistExecutive SummaryOn May 13, 2025, President Donald Trump visited Riya...
Report Moody’s Downgrades U.S. Sovereign Credit Rating: Implications and Outlook (May 16, 2025)
Published on May 16, 2025 | Prepared by Global EconomistExecutive SummaryOn May 16, 2025, Moody’s Investors Service down...
Global Economy President Trump’s Middle East Visit (May 13–15, 2025) Economic Investment and New Diplomatic Initiatives
Executive SummaryFrom May 13 to 15, 2025, President Donald Trump visited Saudi Arabia, Qatar, and the United Arab Emirat...
AI Global Economics Report トランプ氏中東歴訪レポート2025年5月16日（更新）
AI覇権と地政学的再編の最前線1. AIインフラの共同開発──「5GW UAE-US AIキャンパス」プロジェクトアラブ首長国連邦（UAE）では、米国とのパートナーシップのもと、世界最大級のAIデータセンター群「5GW AIキャンパス」の建...
AI 2025年 米国と日本のAI戦略の違い GDPへの影響
グローバル競争力を左右する両国のAI戦略アプローチ比較 はじめにAI（人工知能）は、経済・産業・社会の変革を牽引する基盤技術です。米国と日本は共にAI分野へ積極的な投資を行っていますが、その戦略やアプローチには明確な違いがあります。本レポー...
Report トランプ大統領2.0のディール思考に関する考察
突然の関税引き下げの衝撃、米中貿易摩擦のジレンマに迫る。2025年5月、米中両国が追加関税を115％引き下げることで合意した。この動きは、世界経済の構造転換を象徴するものであり、単なる貿易摩擦の沈静化以上の意図がある。両国の狙いは、経済成長...