Closing
Beijing's simultaneous move to raise dollar deposit rates, capping yuan appreciation, and impose EV battery-weight regulations signals a state managing export competitiveness and industrial overcapacity in a single strategic frame.
Preview briefBeijing's simultaneous move to raise dollar deposit rates, capping yuan appreciation, and impose EV battery-weight regulations signals a state managing export competitiveness and industrial overcapacity in a single strategic frame.
Preview briefUS and UK regulators unlocking $1.3T in bank lending capacity through leverage ratio relief, while leaving stablecoin systemic risk unaddressed, is not a coordinated liberalisation strategy but an asymmetric deregulation that favours incumbent banks.
Preview briefLG Energy Solution's US utility storage contract and ProLogium's $3.8B Nasdaq SPAC listing mark a structural inflection in the energy storage investment cycle: demand-pull and capital-market validation are arriving simultaneously.
Preview briefDealmakers warning of EU merger review unpredictability and the IMF's call for joint EU sovereign debt to fund defence and energy are two expressions of the same structural failure: Europe's institutions cannot produce the clarity and pooled fiscal capacity its ambitions require.
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