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No surprises from Japan as risks mount
Scott Foster reports that Japan’s economy is coming under mounting pressure from higher energy costs, rising bond yields and weakening markets as the Iran war feeds imported inflation. The anticipated Takaichi boom is increasingly at risk of turning into a Takaichi downturn.
Germany’s infrastructure fund exposes a system in decline
Diego Faßnacht reports that Germany’s €500 billion infrastructure fund has failed to generate meaningful new investment, instead exposing deeper structural weakness in growth, fiscal capacity and administrative efficiency. More debt is being created without the capital formation needed to revive the economy.
Putin under hardline pressure for Israel-style escalation in Ukraine
James Davis reports that while Putin still appears open to a negotiated settlement, Russia’s hardline faction is gaining influence and urging sharper escalation against Ukraine. The Iran war is strengthening arguments in Moscow that this is a strategic moment to press harder rather than compromise.
