Asia China’s Rare Earth ‘One-Year Freeze’ and the Deadline That Won’t Wait
The reprieve lasts one year. On October 30, 2025, in Busan, South Korea, Xi Jinping and Donald Trump reached a sweeping ...
Economy & Trade
Asia Americas April 28, the Other Verdict. How the Section 301 Hearing Will Decide What Comes After 15 Percent
On April 28, USTR holds Section 301 hearings targeting Japan among 60 nations. After the Supreme Court killed IEEPA tariffs, Trump rebuilds the 15% wall via 301.
Economy & Trade Japan Burned Through 45 Days of Oil Reserves. What Comes Next?
Japan led the largest coordinated oil reserve release in IEA history, committing 80 million barrels to stabilize markets after the Hormuz blockade. With a second release of 20 more days now confirmed, the question shifts from crisis management to a structural reckoning with Japan's energy future.
Economy & Trade “Deport Them and the Jobs Come Back” — Why Every Data Point Says Otherwise
Goldman Sachs reports an 80% collapse in US net immigration under Trump's second-term crackdown. As agriculture sheds 155,000 workers and net population outflow hits levels unseen since the Great Depression, the policy's economic toll is becoming impossible to ignore.
Domestic Your Mortgage Just Became a Geopolitical Instrument. The BOJ Meets April 28
The BOJ meets April 28 with rate-hike odds plunging from 70% to 31%. Variable mortgage rates have crossed 1% for the first time in 15 years as Hormuz oil risks cloud the outlook.
Economy & Trade What the Number “3.1%” Is Really Hiding
The IMF's April 2026 World Economic Outlook cut global growth to 3.1%, but the headline number masks a far darker range of scenarios. With the Strait of Hormuz blockade driving the largest oil supply disruption in history, the worst-case path leads to a 2% global recession.