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Japan faces a long, hot summer of inflation and tightening
Scott Foster reports that Japan is entering a difficult period of inflation, rising bond yields and monetary tightening as the Iran war drives energy disruptions, forcing Sanae Takaichi’s government toward subsidies and emergency spending to cushion mounting economic stress.
Germany’s political risk premium is rising fast
Diego Faßnacht argues that Germany’s weakening industrial base, falling manufacturing employment and political fragmentation are turning Europe’s largest economy into a growing political-risk story as support for the AfD surges amid deepening economic stagnation.
Russia and NATO drift closer to confrontation over Ukraine
James Davis reports that intensified fighting in Ukraine, rising drone incidents over NATO territory and growing European military rhetoric are heightening the risk of direct Russia-NATO confrontation as both sides prepare for a potentially decisive summer campaign.
