Japan Structural Risks to Japan from the Erosion of FRB Credibility
An economist’s analysis of how declining Federal Reserve independence could impact Japan’s reserves, currency stability, and reliance on U.S. institutional credibility.
Japan 
US The United States at the Threshold of Central Bank Independence
An economist’s analysis of the confrontation between the U.S. administration and the Federal Reserve, examining institutional risk, judicial pressure, market credibility, and implications for the dollar’s global role.
Global Economy How President Trump’s Greenland Ambition Could Escalate into Broader Geopolitical Problems
President Trump’s renewed interest in Greenland risks destabilizing alliances, accelerating Arctic militarization, and eroding international norms. A strategic risk analysis.
Global Economy Global Economic Risk Report 2026
A senior economist’s analysis of S&P Global’s 2026 risk outlook. Explores credit erosion, geopolitical persistence, AI and climate risks, and why resilience—not growth—is the key economic theme.
Global Economy Global Economic Outlook 2026
An in-depth economic analysis of the 2026 global outlook based on Eurasia Group’s Top Risks. Explores U.S. political risk, China’s dual-track economy, geopolitical fragmentation, AI governance, and the erosion of long-standing global assumptions.
China Scenarios for a Taiwan Contingency and Their Early Warning Signals
An in-depth analysis of Taiwan contingency scenarios, from gray-zone pressure to blockade and conflict, with early warning signals and global economic implications.
Global Economy The Petro-China Thesis and the Global Monetary Order Toward 2026
Why the World Is Not Experiencing Currency Hegemony Shift, but Functional Fragmentation1. Framing the Question: Why “Pet...
Global Economy Saudi Arabia’s Currency Strategy
An in-depth economic analysis of Saudi Arabia’s currency strategy, explaining how Riyadh preserves the petrodollar system while selectively expanding renminbi use for strategic flexibility.
WORLD China, Russia, and Venezuela
An in-depth economic analysis of how China and Russia engage with Venezuela through oil, finance, and sanctions adaptation, creating an asymmetric non-Western energy network.
WORLD The BRICS Plus Naval Exercise
The BRICS Plus naval exercise highlights a structural shift toward multipolar security. This report analyzes implications for U.S. leadership, global order, and financial risk.
US U.S. Economic Report
High U.S. credit card interest rates are exposing structural limits in the consumption-led economy. This report analyzes household stress, financial stability risks, and global spillovers.
Global Economy Trump’s Monroe Doctrine and Its Collision with China’s Belt and Road Initiative
An economist’s analysis of Trump’s Monroe Doctrine and how it raised geopolitical risk and long-term costs for China’s Belt and Road Initiative without stopping it outright.
Report Geopolitical Backlash to a Hypothetical U.S. Acquisition of Greenland
A strategic economic analysis of how Russia and China would respond if the U.S. acquired Greenland, and why Arctic dominance could raise long-term geopolitical costs.