you are all in on AI supply chain resiliency and maybe managing to ensure that China doesn't own it all. How does this particular Tennessee smelter speak to that initiative. >> Well, Caroline, it's great to be with you and um uh it's great to be on your show.So during my confirmation hearing back in June, the Senate asked for a strategy and the president's national security strategy gave them one. And every day the State Department is wasting no time to give them results. Our economic security strategy is b ...

You are all in on supply chain resiliency and maybe managing to ensure that China doesn't own it. Or how does this particular Tennessee smelter speak to that initiative. Well, Caroline, it's great to be with you and it's great to be on your show.So during my confirmation hearing back in June, the Senate asked for a strategy and the president's national security strategy gave them one. And every day the State Department is wasting no time to give them results. Our economic security strategy is based on four ...

Are we getting closer. Is Europe getting closer to getting a general license from China, as the United States has. Yes, I think that there I can I can say that we are in very close contact with Foreign Trade Minister and also his team.So we are communicating on different levels. We had here the team from China, specializing on export controls like couple of weeks ago, and I think we are getting initial reports from our industry that they are getting these general licenses, but we need to have a little bit m ...

Summary of Japan Equity Market Outlook 2026 Industry Overview - The report focuses on the Japanese equity market and its outlook for 2026, highlighting significant structural changes and geopolitical factors impacting the market [1][2][3]. Core Insights and Arguments 1. **Economic Normalization**: The Japanese economy is expected to continue its normalization process, overcoming previous shocks such as US tariffs, with an estimated annual upside of +8% for Japanese equities [2][3]. 2. **Inflation and Corporate Reforms**: Key drivers include an upswing in inflation, corporate reforms (involving shareholder returns, business restructuring, and growth investments), and investments focused on economic security [2][3]. 3. **AI and Geopolitical Factors**: Stock selection will be influenced by global AI expectations, with a widening performance gap among sectors due to operational resource allocation in response to inflation and geopolitical changes [3][35]. 4. **Sector Preferences**: Preferred sectors include banks and consumption-related sectors at the beginning of 2026, transitioning to AI-related sectors as the global economy accelerates [3][35]. 5. **Top Stock Picks**: Notable stock picks include: - **Technology Sector**: Tokyo Electron, Murata Manufacturing, Daikin - **Real Estate and Retail**: Mitsubishi Estate, FOOD & LIFE - **Corporate Reforms**: Toyota, Sumitomo Corporation, Panasonic, Kirin [3][4]. Important but Overlooked Content 1. **Fiscal Policy Impact**: The fiscal deficit is projected to widen from -0.8% of GDP in 2025 to -2.9% in 2026, which may boost GDP by approximately 0.7 percentage points [14][15]. 2. **Wage Growth and Inflation**: Wage growth is expected to persist, with base pay hikes projected to be slightly above 3%, contributing to a shift from deflation to sustained inflation [36][37]. 3. **Corporate Governance Reforms**: The Financial Services Agency (FSA) plans to revise the Corporate Governance Code, which may lead to improved balance sheet efficiency and resource reallocation among Japanese companies [37][38]. 4. **Geopolitical Risks**: The minority status of the new administration raises concerns about policy execution, with potential risks of a "Japan sell-off" if fiscal expansion is not managed effectively [15][39]. Economic Projections - **GDP Growth**: Real GDP growth is expected to accelerate from 0.9% in FY2025 to 1.2% in FY2026, with a nominal growth rate of about 3% over the next three years [11][12]. - **Inflation Rates**: Core CPI is projected to slow from 3.1% in 2025 to 1.7% in 2026, but inflation expectations may sustain around 2% beyond 2027 [12][13]. Conclusion - The Japanese equity market is poised for growth driven by structural reforms, inflationary trends, and strategic investments in key sectors. However, geopolitical risks and fiscal policy execution remain critical factors to monitor as 2026 approaches [1][2][3][4].

ELI5: How does Polkadot enable high scalability without sacrificing decentralization or economic security?Answer: Watch this 👇Web3 Foundation (@Web3foundation):ELVES, our protocol built on a groundbreaking idea, significantly reduces computational demand. It also strikes a perfect balance between security, decentralization, and scalability.In the following video, hosted by Chen-Da, one of our top research scientists at Web3 https://t.co/aqMd8ToC5w ...

Right now, airline and airport workers who are still getting paid are still feeling the pressure. We're seeing more flight cancellations, increased uncertainty from the government shutdown. It's a terrible situation, not only for travelers, but also flight attendants whose main job is keeping us safe in the skies.Sarah Nelson is president of the Association of Flight Attendants. It's good to have you back, boy. Um, >> thanks, Chris.You've said this decision um isn't about politics. It is about safety. But w ...

Core Insights - The establishment of a rare earth mineral processing center in South Carolina marks a significant step towards reducing reliance on China for rare earth materials, with production starting this week [1][2] - This facility is the first U.S. plant to produce rare earth magnets in 25 years, indicating a potential shift in the domestic manufacturing landscape [2] - The project has created 300 permanent jobs and involved 800 construction jobs, showcasing its impact on local employment [6][7] Industry Developments - The facility, operated by EVAC, is positioned as a critical player in the U.S. rare earth supply chain, which has been historically dominated by China [1][6] - The rapid permitting process in South Carolina, taking only 8 weeks, highlights a supportive regulatory environment for manufacturing initiatives [3] - The potential for expansion of the facility is significant, with plans to increase its size by 6 to 10 times, indicating strong growth prospects [8] Economic Implications - The project aligns with national security interests by reducing dependence on foreign sources for essential materials used in various technologies, including military applications [4][5] - The focus on high-paying manufacturing jobs is part of a broader strategy to enhance economic security and improve real wages for American workers [8][12] - The administration's trade policies are credited with fostering an environment conducive to the growth of such manufacturing facilities, aiming to replicate successes from previous terms [13]

I've had the benefit of spending some time with you in recent weeks looking at the company, seeing the technology, the technical breakthroughs, the use of a particle accelerator. But you were very keen to point out that you didn't take any IP from anyone else or work with another technology company. The response when we published the story was How is this different from a company called X Light.So take that and run with it, please. I think that what we've shown today is a working tool that is producing beau ...

JPMorgan tapped longtime investment banking executive Jay Horine to oversee its $1.5 trillion national economic security commitment. https://t.co/iRXExE6DEW ...

US-China Relations & Potential Conflict - The US and China are perceived to be dangerously close to war due to potential missteps and lack of open communication between their militaries [1][2] - Establishing a hotline between the US and Chinese militaries could build trust and prevent conflict [3] - A previous hotline agreement to limit cyber escalation was not effective as China never answered it [4] - Preventing a conflict with China would be a significant achievement for President Trump [8][13] - Avoiding a war between the US and China is crucial [15] Military Preparedness & National Security - Concerns about the US military being underprepared for a conflict with China are considered overblown; the US military in the Indo-Pacific is believed to be capable of winning a war [10] - Competing priorities can distract from vital national interests, such as the relationship with China; drug trafficking in Venezuela is less important [12] - Economic security and national security are closely linked, particularly regarding critical minerals and rare earths [7] Trade & Diplomacy - Trade conversations and military engagement are parallel but related [6][7] - President Trump has a deal with Australia to mitigate risks related to critical minerals [8] - President Trump is considered a good negotiator and could potentially achieve a surprising deal with China [14]