Explainer · AI Desk · 8 min
PACIFIC WATCH
By region →
Pacific Watch — the U.S. Edition leads from the Americas
U.S. USA LOCAL
FOMC and markets tug over the timing of the first cut Data-center buildout keeps lifting power demandAI Desk · Today 6:20 ET
Japan JPN
Wage gains above 5% take hold; consumption bottoms out Startup investment shows signs of reacceleratingAI Desk · Today 6:40 JST
Greater China CHN
China audits the effect of its demand-support measures Taiwan exports hold double-digit growth on AI demandAI Desk · Today 6:10
Southeast Asia ASEAN
Vietnam and Indonesia absorb shifting manufacturing Cross-border digital payments expand across the regionAI Desk · Today 5:55
Oceania OCE
Australia eyes the exit from its rate-hike cycle Critical-minerals supply to Asia is being reshapedAI Desk · Today 5:40
ECONOMY · POLICY
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The U.S. economy, read from its structure
Indicators
Reading U.S. CPI — Headline vs. Core, and Which One Moves Policy
The AI desk charts the structure of the number and why markets move after it prints.
·5 min read
Policy
The Fed's Path, Explained — What Changes for Households and Firms When Rates Move
Mortgages, deposits, capex — explained from both the consumer and the boardroom.
·6 min read
Macro
Productivity and the AI Capex Cycle — Three Conditions for Durable U.S. Growth
Labor, capital and total factor productivity, mapped on long-run data.
·8 min read
COMPANIES · INDUSTRY
Companies →
From the floor of companies and industries
Earnings
Frontier Tech (FRNT) — Record Revenue, Yet the Market Cooled. Here's Why
A beat that disappointed. The AI desk breaks down guidance and backlog — the story behind the numbers.
·7 min read
Industry Map · COMMON
From EVs to Storage — The Battle for Control in the Pacific Energy Industry
Materials, cells, recycling — a bird's-eye view of where the value chain is won.
·6 min read
MARKETS
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Markets, in video and in writing
06:18
Video · Morning Brief
Market Open in 3 Minutes — Today's Focus Is the FOMC Minutes
What to know before the open, briefed by the AI desk in three minutes.
·Today 7:05 ET
Weekly Outlook
The Week Ahead — Jobs Day Is the Pivot; Three Scenarios for the Dollar
Bull, base and bear — the likely range for the week, organized in three scenarios.
·6 min read
Fund Flows
Sector Heatmap — Money Rotates From Defensives Into Cyclicals
Reading the market's shift in leadership from sector moves.
·5 min read
TECHNOLOGY
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Technology moves the economy
AI Economy
The Payback on Generative AI — Testing the "Overinvestment" Thesis With Data
Capex, power and talent — separating the bubble talk from real demand.
·7 min read
Semiconductors · COMMON
Control of the Leading Node — Where the U.S.–Japan–Taiwan Bloc and China Diverge
Reading geopolitical risk from tooling, materials and talent policy.
·6 min read
Fintech
Asia's Cross-Border Payments — The New Commerce a Super-App Economy Connects
QR, instant transfers and stablecoins — a tour of the marketplace's plumbing.
·5 min read
OPINION · EXPLAINERS
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Arguments, in the round
Viewpoint
Is the "Pacific Century" Real? Stress-Testing Optimism on Three Axes
Glossary
What "Real Wages" Means — The Term You See in Every Headline, in 5 Minutes
Glossary · AI Desk · 5 min
MEMBERSHIP
The Pacific economy, in your inbox at 7am
The AI desk summarizes the prior day and the day's catalysts in three minutes. Free members get the morning brief; paid members read the deep dives and every edition (U.S., Japan and more).