GLOBAL ECONOMY SITE

Japan’s Energy Realignment: U.S. Pressure to End Russian Oil Imports and the Redefinition of Energy Security

Japan is under U.S. pressure to halt Russian oil imports. This report analyzes the geopolitical, economic, and energy implications as Tokyo reshapes its security strategy.

2025.11.21

JapanReport

Japan’s Gold Holdings: Current State, Strategy, and Outlook

While central banks worldwide are rapidly expanding their gold holdings, Japan’s reserves remain steady at around 846 tonnes.This report explains why the Bank of Japan maintains a cautious, stability-oriented approach, and how its strategy contrasts with the global de-dollarization trend.

2025.11.20

InvestJapanReport

The Global Gold Renaissance: How Central Banks Are Redefining Reserve Strategy in 2025

In 2025, central banks from China to Poland are accelerating gold accumulation at record speed.This in-depth analysis reveals why nations are diversifying away from the U.S. dollar, how de-dollarization and inflation are reshaping global reserves, and what the next monetary order could look like.

2025.11.19

GOLDInvest

The World in Transition: Debt, Division, Technology, Order, and Adaptation

Explore Ray Dalio’s latest macro perspective on the 2025 global economy.From America’s mounting debt and political division to shifting world powers and AI-driven disruption, this report reveals how today’s five major forces—debt, social conflict, geopolitics, technology, and climate—are converging to reshape the next world order.

2025.11.18

ReportUS

🌍 Executive Summary: U.S. Government Shutdown 2025 — Economic Fallout and Workforce Disruption

The 2025 U.S. government shutdown has entered a critical phase. JPMorgan estimates each week reduces GDP by 0.2 points as layoffs hit Education and CDC sectors, posing lasting risks to growth and institutional stability.

2025.11.17

Global EconomyReportUS

The New Frontline of U.S.–China Trade Friction — Maritime Sanctions and the Port Fee War

China’s sanctions on Hanwha Ocean’s U.S. subsidiaries and the introduction of reciprocal port fees signal a new phase in the U.S.–China trade war.This report analyzes how maritime logistics, shipbuilding, and third-country companies have become the new battlegrounds in global economic competition.

2025.11.16

未分類

🌍 Rare Earth Shock 2025: The Fragmentation of Resource Economics and the New Geopolitical Equilibrium

An in-depth economist report on the 2025 rare earth crisis—how China’s export controls and the Pentagon’s stockpile strategy are redefining global trade, finance, and Japan’s role in economic security.

2025.11.15

ChinaReportWORLD

Geopolitical Risk Report on Rare Earths (October 2025)

A comprehensive analysis of the 2025 rare earths crisis—how US–China rivalry, export controls, and defense policies are reshaping global supply chains and Japan’s economic security.

2025.11.14

ChinaReportUS

Pentagon’s $1 Billion Critical Mineral Stockpile Expansion: Strategic Implications for Japan

The U.S. Pentagon is expanding its critical minerals stockpile by $1 billion, signaling a new phase in global resource security. This in-depth analysis explains how Japan should respond through national stockpiling, JBIC financing, and supply chain diplomacy.

2025.11.14

Report

Pentagon’s $1 Billion Critical Minerals Stockpile Expansion

A Strategic Response to China's Export Controls and the New Resource GeopoliticsExecutive SummaryIn October 2025, the U....

2025.11.13

USWORLD

Japan’s Strategic Response to the Rare Earth Geopolitics

Japan is building a three-pillar strategy—supply diversification, dual industrial standards, and financial stabilization—to reduce dependence on China and secure critical rare earth materials amid rising geopolitical tensions.

2025.11.12

ChinaJapan

Report: The 2025 U.S. Government Shutdown — Real Economy Distortions and the Spread of Credit Risk

The 2025 U.S. government shutdown triggered one of the deepest economic disruptions in decades — freezing wages, raising unemployment to 4.4%, and spreading credit delinquencies across cards, mortgages, and auto loans. This in-depth report analyzes how political paralysis became a credit event, reshaping America’s financial stability.

2025.11.12

Global EconomyReportUS

Geopolitics of Rare Earths: How Resource Power Reshapes the New Cold War Economy

As U.S.–China tensions escalate, rare earths have become the silent weapon shaping a new Cold War economy. Explore how resource power, supply chain alliances, and technological decoupling are redrawing the global order.

2025.11.11

ChinaUSWORLD