Global Economic Monitor 260925

[World]

•   Markets: S&P 500 ends marginally lower as investors focus on US-Iran war

•   Markets: Global bond selloff rolls on, US 30-year yield at highest since 2004

•   Markets: Oil Prices Jump on Houthi Attacks, U.S.-Iran Escalation Fears

•   Markets: Fed rate hike cycles have a history of denting US stock prices

•   US: Trump Welcomes Xi to White House With Pomp and Pageantry

•   US: Trump Administration Presses China on Suspected Nuclear Tests in Confidential Talks

•   US: Mortgage Rates Just Hit 7%. Here’s How the Housing Market Is About to Change.

•   US: US New-Home Sales Rise to Fastest This Year as Prices Drop

•   US: US Jobless Claims Slip to 197,000, Remain Historically Low

•   US: The AI Build-Out Is Becoming the Biggest Economic Bet in U.S. History

•   US: Tech Industry Calls on Trump Administration to Withdraw New H-1B Visa Fee

•   US: The chart that inspired California’s billionaire tax campaign

•   US: Fed’s Williams Says More Work Needed to Lower US Inflation

•   Europe: The Debate Over a Diesel Export Ban Is Giving Europe Whiplash

•   Europe: ECB’s Schnabel Says Energy Shock Is ‘Much More Persistent’

•   Europe: UK and Germany among economies most exposed to China, new modelling shows

•   Europe: Germany Maps Exit From Fossil Fuels as Energy Crises Take Toll

•   Europe: German Institutes Double GDP Forecast as Outlook Brightens

•   Europe: Rate rise ‘increasingly likely’ if energy price shock persists, says BoE official

•   Europe: Russia raises taxes to fund its war in Ukraine

•   Middle East & Africa: France to Deploy Forces to Protect Saudi Red Sea Oil Port

•   Middle East & Africa: Saudis Surge Oil Exports to War-Time Peak on Hormuz Ramp Up

•   Middle East & Africa: Qatar Boosts LNG Traffic Through Hormuz as Global Shortage Bites

•   Americas: Why Brazil Can’t Hide From Its Debt

•   Business: Jeff Bezos’ Blue Origin Is Fueled With $30 Billion of His Fortune

•   Business: In a Race With China, German Robots Are Outnumbered 14 to 1

•   Business: Amazon to Expand Robot-Making Capacity With New, $100-Million Indiana Hub

[Korea]

•   대통령실: 李 "멕시코와 전기차 협력…FTA 협상 재개해야"

•   대통령실: "농지조사 꼭 필요 회피하지 않겠다"

•   재경위(정태호): 탈세 유튜버에 칼 빼든 국세청…작년 17명에 239억원 부과

•   정무위(김용만): [단독] 상속세 주식으로 받았는데, 관리 못 해 930억 원 날렸다

•   국토위(윤종군): [단독] 부동산 편법 거래 기승...1년 새 국세청 통보 2배↑

•   부동산원: 서울 아파트 매매가격 85주째 상승…최장 상승기간 동률

•   부동산원: 서울 아파트는 신축보다 재건축…20년 초과, 매매가 상승폭 압도

•   법원: [단독] "위작이라 언론에 흘리면" 판결문 속 '범행 은폐' 정황

[Opinions]

•   Project Syndicate(Joschka Fischer): The Return of the German Question

•   Project Syndicate(Michael R. Strain): Lies, Election Lies, and Trump’s Statisticians

•   Project Syndicate(이종화): Will AI Take Asian Young People’s Jobs?

•   WSJ(Editorial Board): Mr. Xi Makes His Taiwan ‘Independence’ Move

•   WSJ(Kimberley A. Strassel): The 2026 Diesel Wars

•   WSJ(Peggy Noonan): Trump Is in Denial About AI’s Danger

•   WSJ(Mike Sommers): The Diesel Export Ban Folly

•   WSJ(Mike Gallagher): AI and the Growing Threat to Taiwan

•   WSJ(Vitor Melo): The Amazing Things AI Is Already Doing for Humanity

•   WSJ(Jeb Bush, Mark D. Wallace): Malaysia Is a Lifeline for Iran

•   WP(Julia R. Cartwright): Did economics ‘destroy’ America? This 80-year-old approach might.

•   FT(Martin Sandbu): Notes on living in a dangerous world

•   FT(Robert Armstrong): The SVB postmortem continues

•   FT(Richard Waters): The AI agent revolution has moved a big step closer

•   FT(Soumaya Keynes): How to think about the end of the world

•   FT(Alan Beattie): Trump’s tariff war is clobbering the Hanks of America

•   FT(Adair Turner): Beyond the AI abundance delusion

•   FT(Karen Ward): Five is the magic number for US Treasuries

•   Bloomberg(Editorial Board): Good Luck to Canada and the EU. They’ll Need It

•   Bloomberg(David Fickling): Vietnam Can’t Beat China With the Lights Out

•   Bloomberg(Justin Fox): Your 3% Mortgage Rate Is Crippling the Housing Market

•   Bloomberg(John Authers): Bond Yields Return to 2007, But It Could Be Worse

•   Bloomberg(Lionel Laurent): Europe Is In a Dangerous Place. It’s On the Trump-Xi Menu