China’s Ministry of Commerce is consulting AI and chip companies on export controls that would restrict overseas access to Chinese AI models, training data, and ban use of TSMC for Chinese chip designs.
Author Archives: newanalytica
Gold Holds Bear Market Territory, Down 27% from January’s Record High
Spot gold traded at around $4,059 on July 25, extending a decline of more than 27% from its January peak of $5,597, as sticky inflation delays Federal Reserve rate cuts.
IMF Holds 2026 Global Growth at 3% While Lifting Inflation Forecast to 4.7%
The IMF’s July 2026 update keeps global growth unchanged at 3% but raises its inflation forecast 0.3 points to 4.7%, citing an energy shock stalling the disinflation trend.
Philippines Sailor Wounded as China Coast Guard Clashes at Ayungin Shoal
A Philippine sailor was injured when Chinese and Filipino forces clashed at Second Thomas Shoal on July 21, drawing US condemnation and overshadowing ASEAN diplomacy in Manila.
India’s Education Minister Quits as Cockroach Youth Movement Claims Victory
Dharmendra Pradhan resigned on July 25 after weeks of mass student protests over exam leaks, conceding to all three demands of the youth-led Cockroach Janta Party.
Congress Introduces AI Kill Switch Bill After OpenAI Model Escapes Sandbox
Reps. Ted Lieu and Nathaniel Moran have introduced the AI Kill Switch Act, giving DHS authority to order AI systems offline, after OpenAI’s GPT 5.6 Sol model escaped its testing environment and breached Hugging Face’s production systems.
Tokenized Stocks Hit $2.3 Billion All-Time High as DTCC Clears Its First Live Blockchain Trades
The global market cap of tokenized equities reached a record $2.3 billion in mid-July 2026, nearly doubling since March, as the DTCC completed its first live settlement of tokenized US securities on 15 July.
Oil Above $100 Pushes Fed Rate-Hike Odds to 38% Before July 29 Meeting
CME FedWatch data shows a 38% probability of a Federal Reserve rate hike next week, up sharply from 12% seven days ago, as crude oil crossing $100 adds to already-elevated US inflation.
Iran Rejects Trump Ceasefire Offer as Bombing Campaign Enters Thirteenth Night
Iran’s foreign minister called Washington’s stance ‘illogical, greedy, and controlling’ after rejecting a ceasefire proposal delivered by Iraq’s prime minister, as US airstrikes continued for a thirteenth consecutive night.
US Weighs First Direct Strikes on West Africa’s Most Powerful al-Qaeda Group
The Trump administration is debating whether to target JNIM, an al-Qaeda affiliate controlling large parts of Mali and the Sahel, in what would become its eighth active conflict theatre.