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Showing posts with the label Nikkei 225

Global Supply Chains Rewrite: Middle Powers Rise

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I've been tracking the global supply chain restructuring all year, and the convergence of three narratives — Japan's Nikkei breakout, the Singapore-NZ pact, and the mega-tech IPO pipeline — tells me something profound about where capital markets are heading. May 25, 2026 — Tokyo, Singapore, New York. Three stories are unfolding simultaneously across the global economy, and together they tell a single, larger story about how the world is reorganizing itself. Japan's Nikkei 225 index has broken through 65,000 for the first time in history, capping a multi-year rally driven by corporate governance reform and the return of inflation to an economy that spent three decades fighting deflation. Gold, which spiked to $5,280 per ounce in February amid geopolitical turmoil and inflation fears, has corrected to $4,587 — a 13% decline that suggests safe-haven demand is ebbing even as global uncertainty persists. And in the United States, three of the most valuable private companies in...