Recurring briefings on reshoring, defense, semiconductors, and supply chains.
CSIS ChinaPower
Leon Li
This report analyzes the most important economic impacts on China and shows that while China is better positioned than others, the Iran war threatens China’s economy in key ways. The post How Is the Iran War Impacting China’s Economy? appeared first on ChinaPower Project .
Defense One
Meghann Myers
The demand is about twice as high as the Marine Corps’ goal of three deployed at any given time, Gen. Eric Smith said Thursday.
Defense One
Meghann Myers
The 60 days allowable by the War Powers Resolution is about to run out, but the defense secretary thinks a ceasefire has paused the clock.
Defense One
Thomas Novelly
The 2027 budget request was made before dozens of aircraft were destroyed during Epic Fury.
Marketplace Morning Report
David Brancaccio
Yesterday, we got quarterly results for some of the biggest companies in the economy, including Google parent company Alphabet, Microsoft, Amazon, and Meta. Investors have been pinning hopes on Big Tech. We'll do the numbers on tech firms' earnings and discuss whether the good t…
Defense One
Bradley Peniston and Lauren C. Williams
Apex wants to provide satellite buses to primes building proliferated constellations, which means building at scale, CEO Ian Cinnamon says. The company recently announced plans to make an XL version of its Comet satellite bus, adding power and mass yet still remaining small enou…
Marketplace Morning Report
David Brancaccio
It’s Big Tech week on Wall Street. Quarterly results from Alphabet, Meta, Microsoft, and Amazon all beat expectations. And shocker: They’re all still spending a lot on AI. One of the biggest expenses is chips. That’s made Nvidia the most valuable company in the world. Now, other…
Defense One
Meghann Myers
Bell unveiled an armed version specifically for the Corps at the Modern Day Marine conference.
Defense One
Meghann Myers
The defense secretary and Joint Chiefs chairman appeared before Congress for the first time since strikes began Feb. 28.
Marketplace Morning Report
David Brancaccio
Five of the Magnificent Seven — Alphabet, Microsoft, Amazon, Meta, and Apple — are reporting earnings this week. These tech titans have kind of been single-handedly holding up the market for a while now. Can the good times last? Then, China is the largest manufacturer of solar e…
Marketplace Morning Report
David Brancaccio
Every five years or so, Congress considers and passes a new version of the farm bill. It is a massive law covering not just agriculture, but also food assistance programs. And it comes at a particularly tough time for farmers, who are being pinched by drought, tariffs, and risin…
Marketplace Morning Report
David Brancaccio
The Trump administration has reportedly been in talks to bail out Spirit Airlines, either with a big loan or by buying it. The budget airline had already been struggling, and now faces even tougher times with higher fuel costs. But does that justify bailing it out? Plus, an upst…
Marketplace Morning Report
David Brancaccio
We've talked a lot about the rollercoaster of tariffs. But behind every economic story is a human one, too. This morning, we check in with Joann Cartiglia, who runs a toy and doll shop in upstate New York. She's looking at around $15,000 in tariff refunds. Still, uncertainty, pr…
CSIS ChinaPower
Brian Hart
To shed light on the scope and impact of China’s sweeping military purges, the CSIS China Power Project constructed a database of over 100 senior officers who have been purged or potentially purged since 2022. This feature report summarizes insights from the data and reveals tha…
CSIS ChinaPower
Hugh Grant-Chapman
China’s robotics leaders are pioneering new innovations and eyeing new markets. This ChinaPower feature examines the growing role of robots in China’s economy and their geopolitical implications. The post Is China Leading the Robotics Revolution? appeared first on ChinaPower Pro…
CSIS ChinaPower
Leon Li
Analysis of open-source data shows that China’s military activities in the Indo-Pacific region increased in both operational tempo and geographical reach. The post Tracking China’s Increased Military Activities in the Indo-Pacific in 2025 appeared first on ChinaPower Proje…
CSIS ChinaPower
Leon Li
The CSIS China Power Project surveyed dozens of former U.S. government officials and leading China experts on key questions relating to U.S.-China relations. This report summarizes the findings of that survey. The post Surveying the Experts: The State of U.S.-China Relations Ent…
Third Wave
Raymond Castillo
Day 1 of an ambitious investing journey
Third Wave
Raymond Castillo
The gift and pain of having people that can tell you the truth
Third Wave
Raymond Castillo
We went to the Philippines during the holidays to celebrate the 80th birthday of my oldest aunt.
CSIS ChinaPower
Brian Hart
On November 5, 2025, China commissioned its third aircraft carrier, named Fujian, into its navy. This page provides key details about the carrier. The post How Advanced Is China’s Third Aircraft Carrier? appeared first on ChinaPower Project .
Third Wave
Raymond Castillo
Welcome to Raymond’s Newsletter by me, Raymond Castillo.
Recurring briefings on reshoring, defense, semiconductors, and supply chains. 8 sources / 7 live / 1 manual.
Barron's
Markets coverage of industrial companies, defense primes, and the real economy — earnings, M&A, and capital flows.
Breaking Defense
Daily defense industry news — Pentagon procurement, prime contractor moves, and new-entrant defense tech.
Center for a New American Security
Defense and national security briefs from CNAS — emerging tech, supply chains, and the reshaping of the American defense industrial base.
Center for Strategic and International Studies
Data-driven analysis of China's military, economic, and industrial power — essential for understanding the reindustrialization imperative.
Defense One
National-security reporting on defense acquisitions, technology, and the people inside the American military-industrial apparatus.
Lawfare
Law, policy, and national security — the regulatory and legal machinery behind CHIPS Act, DPA, and defense procurement.
David Brancaccio
Daily business news with recurring beats on factories, trade, tariffs, and the American manufacturing landscape.
Third Wave
A founder-operator newsletter on American industrial renaissance, defense tech, and the revival of domestic production.