Households’ inflation beliefs move more with media framing than ECB verbosity Extra, unscheduled talk can backfire; clarity, timing, and audiovisual formats anchor expectations Make communication a measurable policy tool with simple targets and state-contingent triggers

Over 90% of foreign investors vow to increase China allocations Rising prominence of high-tech industries fuels renewed interest Undervaluation appeal and stimulus prospects drive capital inflows Global investors are redirecting their gaze toward

Tighter Visa Rules and Deportations Slash Tourist Arrivals Hotel occupancy rates plunge across the board Losses projected to reach as much as $12.5 billion The U.S.

The UK–India pact swaps targeted tariff cuts for larger services and mobility gains Phased quotas protect adjustment while amplifying each side’s comparative strengths Biggest risk: an EU–India deal; move fast and fund skills to preserve advantage

Signals Refusal to Make Premature ConcessionsSwiss-Style Defiance Brings Short-Term Shock

Leading inflation gauge PPI down 0.1% in August Sharp reversal after last month’s surge Expectations rise for Fed rate cut next week U.S. Producer Price Index (PPI) Trends (MoM, seasonally adjusted, unit: %)/Source: U.S.

Korean Government Finalizes Plan to Restructure Financial Regulators Into “Four-Agency System” Regulators, Financial Firms, Employees, and Opposition Party All Push Back Temporary Turmoil on the Way to a Better Supervisory Framework?

910,000 Jobs Wiped Out in Revision Largest Downward Adjustment in 23 Years Fed Poised for Rate Cut at This Month’s FOMC U.S.

China drives disinflation through trade, while U.S.

Business and financial cycles require different neutral interest rates East Asian data show the gaps are often large Policy must balance growth needs with financial stability The most crucial number in monetary policy

Japanese Firms Sold Off to Foreign Capital One After Another SoftBank and Others Step Up Overseas Acquisitions Is Japan Abandoning Manufacturing to Follow America’s Path of “Financialization”? A new wave is sweeping Japan’s mergers and acquisitio

“Down 25% in Just a Month” — U.S. Lumber Prices Plunge Housing Market Slump Leaves Stockpiles With Nowhere to Go Trump-Era Tariff Risks Add to Market Uncertainty U.S.

Aid can raise political violence by making public office a richer prize Design fixes—timing, transparency, smaller discretion, cash or in-kind by context—reduce that risk Gaza shows the stakes: build neutral, auditable rails and protect multi-year humanitarian budget

‘25bp vs 50bp,’ U.S. August Employment Shock Mounting Pressure from Record U.S.

U.S.

Tariffs in 2025 weakened the dollar instead of strengthening it Markets priced in retaliation, limited U.S.

U.S.

Hawkish Tone with a Contrarian StreakTariffs and Inflation Add to Policy Uncertainty

Japanese long-term bond yields hit record highs Fiscal deficit fears following tax-cut proposals trigger market convulsions Global upswing in long-duration yields amid fiscal uncertainty Japanese Long- and S

Tariffs act as hidden taxes, falling mainly on U.S.