The Nexperia crisis: a wake-up call for Europe’s approach to Chinese investment

Why is Nexperia’s case so relevant?The standoff over Nexperia, a Dutch semiconductor manufacturer owned by China’s Wingtech Technology, has exposed a critical vulnerability in Europe’s economic relationship with China. The Dutch government took over management control of Nexperia in October 2025 in what began as a corporate governance dispute, but which has since escalated into a diplomatic crisis with much wider consequences. The case reveals an uncomfortable truth: Chinese foreign direct investment (FDI) into Europe may be far more volatile and geopolitically driven than European policymaker...

10、11 月の雇用統計：プレビュー

October/November Employment Preview

The labor data printing tomorrow has been a long time coming. The October payrolls number was originally scheduled to be released November 7 and the November data was supposed to come out December 5, with both being delayed from the government shutdown earlier this quarter. Though much anticipated, we think that absent an extreme outcome, this print will not be decisive for the Fed meeting in January. As Fed Chair Powell suggested at last week’s FOMC meeting, the Fed will look at the October and November data releases with “somewhat of a skeptical eye” due to the incomplete collection of data ...