GLOBAL ECONOMY SITE

Why Disruptions in the Strait of Hormuz Could Become a Living-Cost Crisis for the World’s Most Vulnerable Economies

Based on UNCTAD’s latest report, this article explains how disruptions in the Strait of Hormuz could raise oil import costs, fuel inflation, intensify fiscal pressure, and slow growth in least developed countries and small island developing States.Category: Global Economy / Energy Security / Emerging MarketsTags: Strait of Hormuz, oil prices, UNCTAD, energy security, least developed countries, small island developing States, inflation, geopolitical risk

2026.06.07

CrisisMiddle East

Kaliningrad, Drone Incursions, and NATO’s Eastern Front: Is Russia Moving Closer to a Direct Clash with NATO?

Russia’s drone incursions near NATO territory and rising tensions around Kaliningrad reveal a dangerous new phase in European security. This analysis examines whether Russia and NATO are moving closer to direct confrontation.

2026.05.30

Russia

Why UK Cannot Cut China Out of Critical Minerals — The Age of Managed Dependency

メタディスクリプションThe UK cannot fully decouple from China’s critical mineral supply chains. This report explains why managed dependency, data protection, and supply-chain visibility are now essential for economic security.

2026.05.24

ChinaCrisis

What the Shanxi Coal Mine Gas Explosion RevealsーEnergy Security, Industrial Safety, and Local Governance Risks in China

Executive SummaryThe gas explosion at the Liushenyu coal mine in Shanxi Province should not be viewed merely as an indus...

2026.05.23

China

The Hormuz Crisis and the Limits of American Power

The Strait of Hormuz crisis reveals the limits of American military power and the rising strategic importance of Iran. This report examines how Iran resisted U.S. pressure, strengthened its position through ties with China, Russia, and Pakistan, and forced the West to consider a multinational framework for maritime security. It also explores the implications for Japan’s energy security, global shipping, LNG markets, and the future of the Middle East order.

2026.05.11

Global Economy

Ray Dalio’s View of 2026: The Global Economy Is Facing Not Just a Downturn, but a Breakdown of Order

Ray Dalio sees 2026 not as an ordinary business-cycle downturn, but as a historic turning point in which debt, currency risk, geopolitical conflict, domestic division, and technological disruption converge. This report examines what his worldview means for the global economy, the U.S.-led order, Japan, investors, and corporate risk management.

2026.05.10

Global Economy

US Treasury Market: Steepening Yield Curve Signals a Structural Shift

The US yield curve is steepening as rate cut expectations clash with rising fiscal deficits and Treasury issuance, reshaping global funding conditions.

2026.04.14

Global Economy

The Shock of “Non-Dollar Tolls” in the Strait of Hormuz

Iran’s proposal to charge Strait of Hormuz transit fees in yuan or crypto raises a critical question: is the petrodollar system at risk? A clear, structured analysis of implications, mechanisms, and scenarios.

2026.04.11

Middle EastWORLD

The U.S.–Iran Negotiations Are Not About a Deal

An economist’s analysis of U.S.–Iran negotiations. The talks aim not at a grand nuclear deal, but at buying time, managing risk, and preventing escalation.

2026.03.08

ReportUS

The Reality of America First Investment Pledges

A deep analysis of America First investment pledges, explaining their strategic design, economic realism, and why Japan’s commitment is structurally flexible rather than fiscally binding.

2026.03.07

ReportUS

Rediscovering The Analects in an Age of Uncertainty

How Confucian philosophy and The Analects offer a practical framework for leadership, decision-making, and resilience in an age of uncertainty.

2026.03.06

ChinaGlobal Economy

The Era of Capital Wars and the Reconfiguration of the Global Financial Order

Ray Dalio’s Davos warning signals a shift from a rules-based order to an era of capital wars. This report analyzes how geopolitics, U.S. Treasuries, the dollar, and gold are reshaping global finance for investors and policymakers.

2026.03.05

未分類

Structural Shifts in the International Bond Market

Recent divestments by Danish pension funds and China’s declining U.S. Treasury holdings signal a structural shift in global bond markets. This report analyzes term premium dynamics, reserve diversification, and long-term implications for investors and policymakers.

2026.03.04

Global Economy