# sources

title: OECD: Demographic old age to working age ratio 25476b96
node_name: Old-Age Dependency Ratio Inversion
created_at: 2026-06-21 04:18:45
url:
https://www.oecd.org/en/publications/2025/11/pensions-at-a-glance-2025_76510fe4/full-report/demographic-old-age-to-working-age-ratio_25476b96.html


node_name: Chaebol-Education-Fertility Trap
created_at: 2026-06-21 04:18:45
url:
https://www.the-generation.net/the-paradox-of-the-prestige-economy-how-chaebols-drive-youth-unemployment-in-south-korea/

title:
the-generation.net: The paradox of the prestige economy how chaebols drive youth unemployment in south korea


node_name: Chaebol-Education-Fertility Trap
created_at: 2026-06-21 04:18:45
url:
https://business-gurus.com/2025/09/27/south-koreas-demographic-collapse-threatens-to-reverse-decades-of-economic-growth/

title:
business-gurus.com: South koreas demographic collapse threatens to reverse decades of economic growth


title: scmp.com: Chinas state pension fund run dry 2035 workforce shrinks due
node_name: China Pension Fund 2035 Exhaustion
created_at: 2026-06-21 04:18:45
url:
https://www.scmp.com/economy/china-economy/article/3005759/chinas-state-pension-fund-run-dry-2035-workforce-shrinks-due


title: merics.org: Too little too late demographic and structural challenges hobble chinas pension system
node_name: China Pension Fund 2035 Exhaustion
created_at: 2026-06-21 04:18:45
url:
https://merics.org/en/comment/too-little-too-late-demographic-and-structural-challenges-hobble-chinas-pension-system


title: atlanticcouncil.org: Can chinas communist party defuse its demographic time bomb
node_name: China Pension Fund 2035 Exhaustion
created_at: 2026-06-21 04:18:45
url:
https://www.atlanticcouncil.org/blogs/new-atlanticist/can-chinas-communist-party-defuse-its-demographic-time-bomb/


title: OECD: Italy 3dd0d4fa en
node_name: Italy PAYG Pension Collapse
created_at: 2026-06-21 04:18:45
url:
https://www.oecd.org/en/publications/pensions-at-a-glance-2025-country-notes_8a53ef12-en/italy_3dd0d4fa-en.html


node_name: One-Child Policy Demographic Echo
created_at: 2026-06-21 04:18:45
url:
https://www.china-briefing.com/news/chinas-demographic-shift-how-population-decline-will-impact-doing-business-in-the-country/

title:
china-briefing.com: Chinas demographic shift how population decline will impact doing business in the country


node_name: Getting Old Before Getting Rich Trap
created_at: 2026-06-21 04:18:45
url:
https://theconversation.com/raising-the-retirement-age-wont-defuse-chinas-demographic-time-bomb-but-mass-immigration-might-236041

title:
theconversation.com: Raising the retirement age wont defuse chinas demographic time bomb but mass immigration might 236041


title: amro-asia.org: AMRO WP Macroeconomic Implications of Population Aging in China Sept 2024
node_name: Getting Old Before Getting Rich Trap
created_at: 2026-06-21 04:18:45
url:
https://amro-asia.org/wp-content/uploads/2024/08/AMRO-WP_Macroeconomic-Implications-of-Population-Aging-in-China_Sept-2024.pdf


title: OECD: Rapidly ageing populations will continue to put pressure on pension systems
node_name: Pay-As-You-Go Pension Math Breakdown
created_at: 2026-06-21 04:18:45
url:
https://www.oecd.org/en/about/news/press-releases/2025/11/rapidly-ageing-populations-will-continue-to-put-pressure-on-pension-systems.html


node_name: Japan Akiya Cascade
created_at: 2026-06-21 04:18:45
url:
https://www.worldpropertyjournal.com/real-estate-news/japan/tokyo-real-estate-news/japan-empty-houses-data-in-2026-akiya-ministry-of-internal-affairs-and-communications-japan-2026-real-estate-sales-data-akiya-banks-14748.php

title:
worldpropertyjournal.com: Japan empty houses data in 2026 akiya ministry of internal affairs and communications japan 2026 real estate sales data akiya banks 14748


title: japantoday.com: Japan today spotlight 42 vanishing point inside japan%27s rural depopulation crisis
node_name: Japan Akiya Cascade
created_at: 2026-06-21 04:18:45
url:
https://japantoday.com/category/spotlight/japan-today-spotlight-42-vanishing-point-inside-japan%27s-rural-depopulation-crisis


title: oecdecoscope.blog: The fiscal impact of population ageing how can we afford getting older
node_name: Healthcare Cost Multiplier Effect
created_at: 2026-06-21 04:18:45
url:
https://oecdecoscope.blog/2025/11/07/the-fiscal-impact-of-population-ageing-how-can-we-afford-getting-older/


node_name: Korea Pension Contribution Impossibility
created_at: 2026-06-21 04:18:45
url:
https://www.wtwco.com/en-hk/insights/2024/12/south-korea-proposed-pension-system-reforms-include-a-substantial-increase-in-contributions

title:
wtwco.com: South korea proposed pension system reforms include a substantial increase in contributions


node_name: Japan JGB 40-Year Yield Breakout 2026
created_at: 2026-06-21 04:18:45
url:
https://www.wrightresearch.in/blog/japans-bond-market-crash-what-just-happened-and-why-it-matters-for-global-markets/

title:
wrightresearch.in: Japans bond market crash what just happened and why it matters for global markets


title: IMF: Pr 26105 japan imf executive board concludes 2026 article iv consult
node_name: Japan JGB 40-Year Yield Breakout 2026
created_at: 2026-06-21 04:18:45
url:
https://www.imf.org/en/news/articles/2026/04/02/pr-26105-japan-imf-executive-board-concludes-2026-article-iv-consult


title: ainvest.com: China real estate market inevitable shift services demographic collapse 2507
node_name: China Housing Wealth Destruction Loop
created_at: 2026-06-21 04:18:45
url:
https://www.ainvest.com/news/china-real-estate-market-inevitable-shift-services-demographic-collapse-2507/


title: visiontimes.com: Chinas real estate enters death spiral economic miracle comes to a permanent end
node_name: China Housing Wealth Destruction Loop
created_at: 2026-06-21 04:18:45
url:
https://www.visiontimes.com/2025/09/01/chinas-real-estate-enters-death-spiral-economic-miracle-comes-to-a-permanent-end.html


node_name: Yen Carry Trade Global Contagion Chain
created_at: 2026-06-21 04:18:45
url:
https://wolfstreet.com/2025/12/22/yen-carry-trade-at-risk-japans-10-year-jgb-yield-hits-25-year-high-yield-curve-steepens-finance-ministry-verbally-props-up-yen/

title:
wolfstreet.com: Yen carry trade at risk japans 10 year jgb yield hits 25 year high yield curve steepens finance ministry verbally props up yen


node_name: Robot Density Emergency Response
created_at: 2026-06-21 04:18:45
url:
https://siliconcanals.com/sc-n-japans-robotics-industry-sees-record-orders-as-global-labor-shortages-intensify/

title:
siliconcanals.com: Sc n japans robotics industry sees record orders as global labor shortages intensify


title: ceoworld.biz: Chinas property crisis is starting to look a lot like japans lost decade
node_name: China Japan Lost Decade Parallel
created_at: 2026-06-21 04:18:45
url:
https://ceoworld.biz/2026/03/29/chinas-property-crisis-is-starting-to-look-a-lot-like-japans-lost-decade/


title: atlantafed.org: 13 aging deflation and secular stagnation
node_name: Demographic Deflation Spiral
created_at: 2026-06-21 04:18:45
url:
https://www.atlantafed.org/research/publications/policy-hub/2022/10/06/13--aging-deflation-and-secular-stagnation


title: fes.de: China removes hukou barriers to enrolling in social insurance where people work
node_name: China Hukou Pension Exclusion Bomb
created_at: 2026-06-21 04:18:45
url:
https://www.fes.de/en/news/china-removes-hukou-barriers-to-enrolling-in-social-insurance-where-people-work


node_name: Italy Youth Brain Drain Death Spiral
created_at: 2026-06-21 04:18:45
url:
https://www.investing.com/news/economic-indicators/demographic-crisis-and-brain-drain-major-threats-to-italys-economy-panetta-says-4449011

title:
investing.com: Demographic crisis and brain drain major threats to italys economy panetta says 4449011


node_name: Japan US Treasury Repatriation Cascade
created_at: 2026-06-21 04:18:45
url:
https://fortune.com/2026/05/17/us-debt-japan-investors-treasury-bonds-top-foreign-holders-repatriation-jgb-treasury-yields/

title:
fortune.com: Us debt japan investors treasury bonds top foreign holders repatriation jgb treasury yields


title: koreatimes.co.kr: National pension anticipated to be fully drained in 2055 nps
node_name: Korea NPS Liquidation Time Bomb
created_at: 2026-06-21 04:18:45
url:
https://www.koreatimes.co.kr/economy/20230127/national-pension-anticipated-to-be-fully-drained-in-2055-nps


title: fpri.org: Chinas closing window strategic compression and the risk of crisis
node_name: China Closing Window Aggression Risk
created_at: 2026-06-21 04:18:45
url:
https://www.fpri.org/article/2025/10/chinas-closing-window-strategic-compression-and-the-risk-of-crisis/


title: pensionresearchcouncil.wharton.upenn.edu: AI and the Future of Work in an Aging Economy
node_name: Pension Fund Phase Transition
created_at: 2026-06-21 04:18:45
url:
https://pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2025/08/AI-and-the-Future-of-Work-in-an-Aging-Economy.pdf


title: weforum.org: Population ageing and immigration germanys demographic question
node_name: Germany Hartz Reform Escape Model
created_at: 2026-06-21 04:18:45
url:
https://www.weforum.org/stories/2017/04/population-ageing-and-immigration-germanys-demographic-question/


node_name: Italy Mezzogiorno Accelerated Collapse
created_at: 2026-06-21 04:18:45
url:
https://spacedaily.com/d-italy-is-now-losing-population-so-rapidly-that-by-2050-it-is-projected-to-have-nearly-5-million-fewer-residents-than-today/

title:
spacedaily.com: D italy is now losing population so rapidly that by 2050 it is projected to have nearly 5 million fewer residents than today


node_name: Korea Jeonse Debt-Demographic Trap
created_at: 2026-06-21 04:18:45
url:
https://www.ainvest.com/news/south-korea-s-household-debt-crisis-role-of-unique-jeonse-rental-system-25021010d385176fb0ed80f3/

title:
ainvest.com: South korea s household debt crisis role of unique jeonse rental system 25021010d385176fb0ed80f3


title: Bloomberg: Japan s bond meltdown spurs speculation of gpif portfolio shift
node_name: GPIF JGB Stabilization Paradox
created_at: 2026-06-21 04:18:45
url:
https://www.bloomberg.com/news/articles/2026-01-27/japan-s-bond-meltdown-spurs-speculation-of-gpif-portfolio-shift


title: capitaleconomics.com: Using gpif stabilise jgb market not panacea
node_name: GPIF JGB Stabilization Paradox
created_at: 2026-06-21 04:18:45
url:
https://www.capitaleconomics.com/publications/japan-economics-update/using-gpif-stabilise-jgb-market-not-panacea


title: asia.nikkei.com: Japan pension whale gpif posts 678bn in returns over 5 years
node_name: GPIF JGB Stabilization Paradox
created_at: 2026-06-21 04:18:45
url:
https://asia.nikkei.com/business/markets/equities/japan-pension-whale-gpif-posts-678bn-in-returns-over-5-years


title: IMF: Book review the great demographic reversal goodhart pradhan
node_name: Great Demographic Reversal Debate
created_at: 2026-06-21 04:18:45
url:
https://www.imf.org/external/pubs/ft/fandd/2021/03/book-review-the-great-demographic-reversal-goodhart-pradhan.htm


title: Brookings: The lying flat movement standing in the way of chinas innovation drive
node_name: Demographic Labor Market Inversion
created_at: 2026-06-21 04:18:45
url:
https://www.brookings.edu/articles/the-lying-flat-movement-standing-in-the-way-of-chinas-innovation-drive/


title: internationalaffairs.org.au: Gender inequality a key to understand chinas population decline
node_name: China Sex Ratio Marriage Squeeze Bomb
created_at: 2026-06-21 04:18:45
url:
https://www.internationalaffairs.org.au/australianoutlook/gender-inequality-a-key-to-understand-chinas-population-decline/


node_name: China Provincial LGFV Fiscal Collapse
created_at: 2026-06-21 04:18:45
url:
https://www.atlanticcouncil.org/blogs/econographics/beijing-extends-and-pretends-to-deal-with-its-mountain-of-local-government-debt/

title:
atlanticcouncil.org: Beijing extends and pretends to deal with its mountain of local government debt


title: english.ckgsb.edu.cn: A bridge too far can chinas lgfvs tackle their debt issues
node_name: China Provincial LGFV Fiscal Collapse
created_at: 2026-06-21 04:18:45
url:
https://english.ckgsb.edu.cn/knowledge/article/a-bridge-too-far-can-chinas-lgfvs-tackle-their-debt-issues/


title: economics.mit.edu: Zombie%20Lending%20and%20Depressed%20Restructuring%20in%20Japa
node_name: Japan Zombie Corporate-Demographic Loop
created_at: 2026-06-21 04:18:45
url:
https://economics.mit.edu/sites/default/files/publications/Zombie%20Lending%20and%20Depressed%20Restructuring%20in%20Japa.pdf


title: theglobalhealthinquirer.org: When fertility becomes political the problem with pronatalist policies
node_name: Pro-Natalist Spending Trap
created_at: 2026-06-21 04:18:45
url:
https://theglobalhealthinquirer.org/2025/06/26/when-fertility-becomes-political-the-problem-with-pronatalist-policies/


title: cambridge.org: FCCA7EAC66F472FF42179B178FD611EC
node_name: Silver Democracy Political Lock
created_at: 2026-06-21 04:18:45
url:
https://www.cambridge.org/core/journals/perspectives-on-politics/article/aging-democracy-demographic-effects-political-legitimacy-and-the-quest-for-generational-pluralism/FCCA7EAC66F472FF42179B178FD611EC


title: npr.org: Rapidly aging societies such as japan worry about whats called silver democracy
node_name: Silver Democracy Political Lock
created_at: 2026-06-21 04:18:45
url:
https://www.npr.org/2023/06/29/1184972678/rapidly-aging-societies-such-as-japan-worry-about-whats-called-silver-democracy


title: koreatimes.co.kr: Koreas military faces deepening troop shortage due to plummeting birthrate
node_name: Korea Military Conscription Collapse
created_at: 2026-06-21 04:18:45
url:
https://www.koreatimes.co.kr/southkorea/defense/20250922/koreas-military-faces-deepening-troop-shortage-due-to-plummeting-birthrate


title: pionline.com: Pi japan bond meltdown gpif next move
node_name: GPIF Bond Meltdown Portfolio Dilemma
created_at: 2026-06-21 04:18:45
url:
https://www.pionline.com/institutional-investors/pension-funds/pi-japan-bond-meltdown-gpif-next-move/


title: IMF: Pr26042 germany imf executive board concludes 2025 article iv consultation
node_name: Germany Silent EU Anchor Erosion
created_at: 2026-06-21 04:18:45
url:
https://www.imf.org/en/news/articles/2026/02/11/pr26042-germany-imf-executive-board-concludes-2025-article-iv-consultation


title: sk.finance.yahoo.com: Sk hynix cfo says demand to outstrip supply for at least three years
node_name: Korea Semiconductor-Military AI Feedback Loop
created_at: 2026-06-21 04:18:45
url:
https://sk.finance.yahoo.com/news/sk-hynix-cfo-says-demand-to-outstrip-supply-for-at-least-three-years/


node_name: China Youth Unemployment Paradox
created_at: 2026-06-21 04:18:45
url:
https://english.ckgsb.edu.cn/knowledge/article/chinas-employment-crossroads-navigating-structural-shifts-in-a-changing-economy/

title:
english.ckgsb.edu.cn: Chinas employment crossroads navigating structural shifts in a changing economy


node_name: China Youth Unemployment Paradox
created_at: 2026-06-21 04:18:45
url:
https://www.caixinglobal.com/2025-09-19/analysis-youth-unemployment-surge-exposes-cracks-in-chinas-economic-transition-102363893.html

title:
caixinglobal.com: Analysis youth unemployment surge exposes cracks in chinas economic transition 102363893


title: asiasociety.org: 19 percent revisited how youth unemployment has changed chinese society
node_name: China Youth Unemployment Paradox
created_at: 2026-06-21 04:18:45
url:
https://asiasociety.org/policy-institute/19-percent-revisited-how-youth-unemployment-has-changed-chinese-society


node_name: Tang Ping Bai Lan Cultural Deflation Loop
created_at: 2026-06-21 04:18:45
url:
https://www.business-standard.com/world-news/china-youth-unemployment-bai-lan-tang-ping-economic-shift-xi-jinping-125030500829_1.html

title:
business-standard.com: China youth unemployment bai lan tang ping economic shift xi jinping 125030500829 1


title: euronews.com: Bank of japan hikes interest rates is a global bond crisis looming
node_name: BOJ 1% Rate = 2.5% GDP Debt Service Trap
created_at: 2026-06-21 04:18:45
url:
https://www.euronews.com/business/2025/12/19/bank-of-japan-hikes-interest-rates-is-a-global-bond-crisis-looming/


title: iiss.org: Asian defence spending in 2026 growth under fiscal constraints
node_name: Guns vs Butter Demographic Fiscal Compression
created_at: 2026-06-21 04:18:45
url:
https://www.iiss.org/online-analysis/online-analysis/2026/05/asian-defence-spending-in-2026-growth-under-fiscal-constraints/


title: en.sedaily.com: Global tech giants target koreas chip veterans as samsung
node_name: Korea Semiconductor Talent Hemorrhage
created_at: 2026-06-21 04:18:45
url:
https://en.sedaily.com/finance/2026/06/19/global-tech-giants-target-koreas-chip-veterans-as-samsung/


title: techtimes.com: Samsung vs sk hynix turnover gap flawed metric hides real chip talent risk
node_name: Korea Semiconductor Talent Hemorrhage
created_at: 2026-06-21 04:18:45
url:
https://www.techtimes.com/articles/317438/20260531/samsung-vs-sk-hynix-turnover-gap-flawed-metric-hides-real-chip-talent-risk.htm


title: digitimes.com: Samsung sk hynix semiconductor industry talent demand
node_name: Korea Semiconductor Talent Hemorrhage
created_at: 2026-06-21 04:18:45
url:
https://www.digitimes.com/news/a20260303PD227/samsung-sk-hynix-semiconductor-industry-talent-demand.html


title: capitaleconomics.com: Overcapacity keep china deflation
node_name: China Deflation-Demographics Structural Doom Loop
created_at: 2026-06-21 04:18:45
url:
https://www.capitaleconomics.com/publications/china-economics-update/overcapacity-keep-china-deflation


node_name: China Deflation-Demographics Structural Doom Loop
created_at: 2026-06-21 04:18:45
url:
https://www.visiontimes.com/2025/10/06/experts-warn-of-bottomless-pit-collapse-in-chinas-housing-market-amid-deepening-deflation-and-crashing-demand.html

title:
visiontimes.com: Experts warn of bottomless pit collapse in chinas housing market amid deepening deflation and crashing demand


title: fortune.com: China economy export led growth trade surplus real estate crash consumers deflation
node_name: China Deflation-Demographics Structural Doom Loop
created_at: 2026-06-21 04:18:45
url:
https://fortune.com/2026/02/01/china-economy-export-led-growth-trade-surplus-real-estate-crash-consumers-deflation/


title: npr.org: Chinas one child policy ended 10 years ago but birth rates remain low
node_name: Tang Ping Cultural Fertility Lock
created_at: 2026-06-21 04:18:45
url:
https://www.npr.org/2026/01/13/nx-s1-5668250/chinas-one-child-policy-ended-10-years-ago-but-birth-rates-remain-low


title: eunews.it: Low growth new debt interest rates in italy ingredients for budgetary unsustainability
node_name: Italy Debt Snowball Structural Trap
created_at: 2026-06-21 04:18:45
url:
https://www.eunews.it/en/2026/01/29/low-growth-new-debt-interest-rates-in-italy-ingredients-for-budgetary-unsustainability/


title: economy-finance.ec.europa.eu: Economic forecast italy en
node_name: Italy Debt Snowball Structural Trap
created_at: 2026-06-21 04:18:45
url:
https://economy-finance.ec.europa.eu/economic-surveillance-eu-member-states/country-pages/italy/economic-forecast-italy_en


title: eunews.it: Eu halves italys growth forecast 0 4 percent in 2025 bottom of the pack by 2027
node_name: Italy Debt Snowball Structural Trap
created_at: 2026-06-21 04:18:45
url:
https://www.eunews.it/en/2025/11/17/eu-halves-italys-growth-forecast-0-4-percent-in-2025-bottom-of-the-pack-by-2027/


node_name: Japan Care Worker 570K Deficit
created_at: 2026-06-21 04:18:45
url:
https://humansareobsolete.com/articles/japan-aging-workforce-robotics-crisis-570000-care-worker-shortage-2040-february-3-2026

title:
humansareobsolete.com: Japan aging workforce robotics crisis 570000 care worker shortage 2040 february 3 2026


title: itif.org: Koreas stem talent challenge fixing incentives for deployability
node_name: Korea STEM Enrollment Cliff
created_at: 2026-06-21 04:18:45
url:
https://itif.org/publications/2026/06/08/koreas-stem-talent-challenge-fixing-incentives-for-deployability/


title: OECD: Sovereign borrowing outlook 4470147b
node_name: Global Synchronized Aging Sovereign Trap
created_at: 2026-06-21 04:18:45
url:
https://www.oecd.org/en/publications/global-debt-report-2026_e9d80efd-en/full-report/sovereign-borrowing-outlook_4470147b.html


title: benefitsandpensionsmonitor.com: 393258
node_name: Global Synchronized Aging Sovereign Trap
created_at: 2026-06-21 04:18:45
url:
https://www.benefitsandpensionsmonitor.com/news/opinion/could-2026-plant-the-seeds-of-a-new-sovereign-debt-crisis/393258


title: morningstar.com.au: Why 54 trillion wealth transfer is generational tragedy
node_name: Japan Italy Elderly Wealth Inheritance Paradox
created_at: 2026-06-21 04:18:45
url:
https://www.morningstar.com.au/personal-finance/why-54-trillion-wealth-transfer-is-generational-tragedy


node_name: Italy Brain Drain Emigration Feedback Loop
created_at: 2026-06-21 04:18:45
url:
https://en.ilsole24ore.com/art/italy-is-not-a-country-of-young-people-for-every-nine-under-34-who-go-abroad-only-advanced-economies-arrive-AIUVb3E

title:
en.ilsole24ore.com: Italy is not a country of young people for every nine under 34 who go abroad only advanced economies arrive AIUVb3E


title: loc.gov: Italy solidarity contribution reducing pensions for five years ruled unconstitutional
node_name: Italy Constitutional Pension Immunity
created_at: 2026-06-21 04:18:45
url:
https://www.loc.gov/item/global-legal-monitor/2021-01-08/italy-solidarity-contribution-reducing-pensions-for-five-years-ruled-unconstitutional/


title: pionline.com: South korean pension fund giant nps faces stronger calls reform
node_name: Korea NPS Reform-vs-Math Doom
created_at: 2026-06-21 04:18:45
url:
https://www.pionline.com/pension-funds/south-korean-pension-fund-giant-nps-faces-stronger-calls-reform


title: IMF: Population aging and pension reforms in china 574061
node_name: China Authoritarian Elasticity Ceiling
created_at: 2026-06-21 04:18:45
url:
https://www.imf.org/en/publications/wp/issues/2026/02/19/population-aging-and-pension-reforms-in-china-574061


node_name: Japan Care Robot Substitution Ceiling
created_at: 2026-06-21 04:18:45
url:
https://medium.com/@jinchannel6/japan-is-running-out-of-570-000-care-workers-and-ai-just-failed-its-most-important-test-8ce324b1f359

title:
medium.com: Japan is running out of 570 000 care workers and ai just failed its most important test 8ce324b1f359


title: ipe.com: 10134994
node_name: German Fiscal Anchor Collapse
created_at: 2026-06-21 04:18:45
url:
https://www.ipe.com/asset-class-reports/germanys-spending-spree-safe-bet-or-bumpy-ride-for-bund-investors/10134994.article


title: ainvest.com: Rise german 10 year bund yields implications eurozone fixed income investors 2509
node_name: German Fiscal Anchor Collapse
created_at: 2026-06-21 04:18:45
url:
https://www.ainvest.com/news/rise-german-10-year-bund-yields-implications-eurozone-fixed-income-investors-2509/


title: economy-finance.ec.europa.eu: Spring 2025 economic forecast
node_name: German Fiscal Anchor Collapse
created_at: 2026-06-21 04:18:45
url:
https://economy-finance.ec.europa.eu/economic-forecast-and-surveys/economic-forecasts/spring-2025-economic-forecast


title: digitimes.com: South korea semiconductor industry growth talent shortage samsung sk hynix
node_name: Korea Semiconductor Demographic Cliff
created_at: 2026-06-21 04:18:45
url:
https://www.digitimes.com/news/a20240925PD215/south-korea-semiconductor-industry-growth-talent-shortage-samsung-sk-hynix.html


node_name: Korea Semiconductor Demographic Cliff
created_at: 2026-06-21 04:18:45
url:
https://e.vnexpress.net/news/tech/tech-news/south-korea-s-semiconductor-industry-faces-crisis-as-top-students-choose-medical-schools-4860765.html

title:
e.vnexpress.net: South korea s semiconductor industry faces crisis as top students choose medical schools 4860765


title: IMF: The impact of aging and ai on japan s labor market challenges and opportunities 570528
node_name: Japan Automation Services Gap
created_at: 2026-06-21 04:18:45
url:
https://www.imf.org/en/publications/wp/issues/2025/09/19/the-impact-of-aging-and-ai-on-japan-s-labor-market-challenges-and-opportunities-570528


node_name: China Deflation Export Shield
created_at: 2026-06-21 04:18:45
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-2-11-the-great-deflation-export-how-chinas-factory-woes-are-colliding-with-the-new-tariff-era

title:
markets.financialcontent.com: Marketminute 2026 2 11 the great deflation export how chinas factory woes are colliding with the new tariff era


title: cepr.org: Great wall chinese goods effect tariff induced re rerouting euro area consumer prices
node_name: China Deflation Export Shield
created_at: 2026-06-21 04:18:45
url:
https://cepr.org/voxeu/columns/great-wall-chinese-goods-effect-tariff-induced-re-rerouting-euro-area-consumer-prices


title: capitaleconomics.com: Chinese overcapacity disinflationary gift and geopolitical threat
node_name: China Deflation Export Shield
created_at: 2026-06-21 04:18:45
url:
https://www.capitaleconomics.com/blog/chinese-overcapacity-disinflationary-gift-and-geopolitical-threat


title: asiasociety.org: Asean caught between chinas export surge and global de risking
node_name: China Deflation Export Bomb
created_at: 2026-06-21 04:18:45
url:
https://asiasociety.org/policy-institute/asean-caught-between-chinas-export-surge-and-global-de-risking


title: OECD: A historic decline in foreign aid preliminary 2025 oda data
node_name: ODA Historic Collapse 2025
created_at: 2026-06-21 04:18:45
url:
https://www.oecd.org/en/data/insights/data-explainers/2026/04/a-historic-decline-in-foreign-aid-preliminary-2025-oda-data.html


title: newsweek.com: Population crisis threatens trigger university closures south korea 11452047
node_name: Korea University Enrollment Death Spiral
created_at: 2026-06-21 04:18:45
url:
https://www.newsweek.com/population-crisis-threatens-trigger-university-closures-south-korea-11452047


title: koreatimes.co.kr: Demographic decline puts dozens of universities at risk experts warn
node_name: Korea University Enrollment Death Spiral
created_at: 2026-06-21 04:18:45
url:
https://www.koreatimes.co.kr/southkorea/society/20260114/demographic-decline-puts-dozens-of-universities-at-risk-experts-warn


title: carnegieendowment.org: Japans aging society as a technological opportunity
node_name: Automation Demographic Escape Route Structural Failure
created_at: 2026-06-21 04:18:45
url:
https://carnegieendowment.org/russia-eurasia/research/2024/10/japans-aging-society-as-a-technological-opportunity


node_name: Global Skill Partnership Africa-Aging Nations Bridge
created_at: 2026-06-21 04:18:45
url:
https://blogs.worldbank.org/en/developmenttalk/matching-skills-across-borders--are-global-skill-partnerships-a-win-win-solution-for-sending-and-receiving-countries/

title:
blogs.worldbank.org: Matching skills across borders are global skill partnerships a win win solution for sending and receiving countries


node_name: Global Skill Partnership Africa-Aging Nations Bridge
created_at: 2026-06-21 04:18:45
url:
https://www.visasupdate.com/post/global-labor-shortages-2026-why-japan-germany-spain-greece-south-korea-italy-and-more-are-turning-to-immigration-and-regularization-to-fill-millions-of-vacant-jobs

title:
visasupdate.com: Global labor shortages 2026 why japan germany spain greece south korea italy and more are turning to immigration and regularization to fill millions of vacant jobs


title: stlouisfed.org: Economic effects of potential armed conflict over taiwan
node_name: Taiwan Conflict Korean Fiscal Emergency Trigger
created_at: 2026-06-21 04:18:45
url:
https://www.stlouisfed.org/-/media/project/frbstl/stlouisfed/publications/review/pdfs/2025/feb/economic-effects-of-potential-armed-conflict-over-taiwan.pdf


title: canarymedia.com: Solar wind ev battery factories china
node_name: China Manufacturing Demographic Attrition
created_at: 2026-06-21 04:18:45
url:
https://www.canarymedia.com/articles/clean-energy-manufacturing/solar-wind-ev-battery-factories-china


title: cnbc.com: China risks deeper deflation by diverting exports to domestic market
node_name: Tariff Export Valve Deflation Amplifier
created_at: 2026-06-21 04:18:45
url:
https://www.cnbc.com/2025/05/05/china-risks-deeper-deflation-by-diverting-exports-to-domestic-market.html


title: capitaleconomics.com: Tariffs may stall trade growth chinas overcapacity bigger danger
node_name: Tariff Export Valve Deflation Amplifier
created_at: 2026-06-21 04:18:45
url:
https://www.capitaleconomics.com/blog/tariffs-may-stall-trade-growth-chinas-overcapacity-bigger-danger


title: IMF: The Impact of Aging and AI on Japan s Labor Market Challenges and Opportunities 570528
node_name: AI Demographic Escape Gap
created_at: 2026-06-21 04:18:45
url:
https://www.imf.org/en/Publications/WP/Issues/2025/09/19/The-Impact-of-Aging-and-AI-on-Japan-s-Labor-Market-Challenges-and-Opportunities-570528


title: IMF: G20 background note on aging and migration
node_name: Africa-Asia Labor Arbitrage Blockade
created_at: 2026-06-21 04:18:45
url:
https://www.imf.org/-/media/files/research/imf-and-g20/2025/g20-background-note-on-aging-and-migration.pdf


title: globaltaiwan.org: Taiwans shortage of chipmakers a major threat to the industrys long term growth
node_name: TSMC Silicon Shield Demographic Erosion
created_at: 2026-06-21 04:18:45
url:
https://globaltaiwan.org/2025/03/taiwans-shortage-of-chipmakers-a-major-threat-to-the-industrys-long-term-growth/


title: rusi.org: Japans defence budget surge new security paradigm
node_name: Allied Democratic Demographic Hollowing
created_at: 2026-06-21 04:18:45
url:
https://www.rusi.org/explore-our-research/publications/commentary/japans-defence-budget-surge-new-security-paradigm


title: aljazeera.com: Japan govt greenlights record 58bn defence budget amid regional tension
node_name: Allied Democratic Demographic Hollowing
created_at: 2026-06-21 04:18:45
url:
https://www.aljazeera.com/news/2025/12/26/japan-govt-greenlights-record-58bn-defence-budget-amid-regional-tension


title: ltcnews.com: Government run long term care insurance program in south korea facing financial woes
node_name: Elder Care Labor Cliff
created_at: 2026-06-21 04:18:45
url:
https://www.ltcnews.com/articles/government-run-long-term-care-insurance-program-in-south-korea-facing-financial-woes


title: introl.com: South korea 735b sovereign ai initiative infrastructure requirements opportunities
node_name: Korea Demographic AI Survival Bet
created_at: 2026-06-21 04:18:45
url:
https://introl.com/blog/south-korea-735b-sovereign-ai-initiative-infrastructure-requirements-opportunities


title: koreatechtoday.com: South korea unveils 735 billion plan to build sovereign ai built on korean data
node_name: Korea Demographic AI Survival Bet
created_at: 2026-06-21 04:18:45
url:
https://koreatechtoday.com/south-korea-unveils-735-billion-plan-to-build-sovereign-ai-built-on-korean-data/


title: eastasiaforum.org: South koreas ai revolution is forcing a us china balancing act
node_name: Korea Demographic AI Survival Bet
created_at: 2026-06-21 04:18:45
url:
https://eastasiaforum.org/2026/01/17/south-koreas-ai-revolution-is-forcing-a-us-china-balancing-act/


node_name: Korea Demographic AI Survival Bet
created_at: 2026-06-21 04:18:45
url:
https://carnegieendowment.org/research/2026/04/governing-ai-in-the-shadow-of-giants-koreas-strategic-response-to-great-power-ai-competition

title:
carnegieendowment.org: Governing ai in the shadow of giants koreas strategic response to great power ai competition


node_name: Generational Compact Fracture
created_at: 2026-06-21 04:18:45
url:
https://novasiagsis.com/south-korea-at-a-crossroads-is-the-countrys-national-pension-system-ready-for-the-future/

title:
novasiagsis.com: South korea at a crossroads is the countrys national pension system ready for the future


node_name: Generational Compact Fracture
created_at: 2026-06-21 04:18:45
url:
https://carnegieendowment.org/research/2026/03/governing-aging-economies-south-korea-and-the-politics-of-care-safety-and-work

title:
carnegieendowment.org: Governing aging economies south korea and the politics of care safety and work


title: ibef.org: The talent tsunami harnessing india s demographic dividend for global impact
node_name: India-Japan Labor Mobility Corridor
created_at: 2026-06-21 04:18:45
url:
https://www.ibef.org/research/case-study/the-talent-tsunami-harnessing-india-s-demographic-dividend-for-global-impact


node_name: Korea Pension Reform Fertility Paradox
created_at: 2026-06-21 04:18:45
url:
https://www.koreatimes.co.kr/economy/others/20251106/more-than-half-of-koreans-distrust-national-pension-amid-backlash-over-premium-hike-plan

title:
koreatimes.co.kr: More than half of koreans distrust national pension amid backlash over premium hike plan


title: global.lockton.com: South korea to increase national pension service contribution rates
node_name: Korea Pension Reform Fertility Paradox
created_at: 2026-06-21 04:18:45
url:
https://global.lockton.com/us/en/news-insights/south-korea-to-increase-national-pension-service-contribution-rates


title: korea.nabo.go.kr: FileDown
node_name: Korea Pension Reform Fertility Paradox
created_at: 2026-06-21 04:18:45
url:
https://korea.nabo.go.kr/naboEng/cmmn/file/fileDown.do?atchFileId=970ea69da439465bba93cda778b3f94a&fileSn=1


node_name: India Labor Absorption Race
created_at: 2026-06-21 04:18:45
url:
https://www.orfonline.org/research/india-could-age-before-it-becomes-rich-from-demographic-dividend-to-productivity-dividend

title:
orfonline.org: India could age before it becomes rich from demographic dividend to productivity dividend


