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The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
Shopify wants to be the checkout layer under every AI agent, and its Spring 2026 edition shipped 150-plus updates to prove it. Meanwhile air freight spot rates climbed 41% year over year while demand grew 4%. Somebody is paying for that gap.Shopify Spring 2026: building the plumbing for agents Checkout now runs inside Microsoft Copilot, paid with Shop Pay. There's a universal commerce protocol built with Google. A new agentic commerce plan lets brands sell across ChatGPT and the Shop app without ever being on Shopify. Native B2B is getting pushed down to every plan, aimed at a $36 trillion market. The bet is clear: own the merchant-of-record layer before the agents do.Kimberly-Clark: $3 billion to fix the supply chain Two years into a five-year productivity program. CFO Nelson Urdaneta points to simpler manufacturing, a redrawn distribution network, and more automation. A $1 billion automated DC is going into Beech Island, South Carolina, plus an advanced plant in Ohio. The Kenvue merger closes in the back half and lets them pack trucks tighter by mixing heavy and high-volume goods.Amazon's Peter DeSantis at VivaTech: AI is nowhere near done DeSantis says models need to get 100 to 1,000 times more efficient before they're genuinely useful. The next leap comes from speed: a 40-millisecond reaction time to match human conversation. His fix is a flywheel where chips and models get designed together to drop cost and lift performance.Air freight: 41% up on 4% demand Spot rates hit $3.40 per kilo in May. Surcharges, fuel swings, and Middle East instability are doing the work, not volume. Northeast Asia is up 39%, Southeast Asia up 33%, and Europe to North America has softened. Most of that cargo is data center hardware and semiconductors.The Investor Minute contains 5 stories this week.The Watson Weekly is sponsored by Avalara. It works with platforms like Shopify, BigCommerce, and WooCommerce, helping teams manage compliance faster and scale with confidence. Learn more at avalara.watsonweekly.com.
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
The latest news from home and abroad, with a close eye on Northeast Asia and the Korean Peninsula in particular
While U.S. attention has been consumed by wars in the Middle East and Europe, North Korea's Kim Jong Un is expanding his nuclear arsenal, testing missiles from land and sea, and locking in a new strategic partnership with Russia. In this episode, hosts Ray Powell and Jim Carouso sit down with Ankit Panda - Stanton Senior Fellow at the Carnegie Endowment for International Peace, co‑host of the Asia Geopolitics podcast at The Diplomat, and one of the world's leading experts on North Korea's nuclear and missile forces - to unpack what's really going on in Pyongyang and why it matters far beyond the Korean Peninsula.Ankit explains why North Korea is now America's “third nuclear adversary,” with intercontinental ballistic missiles that can reach the U.S. homeland and the lowest threshold for nuclear use of any nuclear‑armed state on Earth. He traces how Kim's testing program shifted from cautious development to high‑tempo nuclear war exercises, including tactical nuclear weapons aimed squarely at U.S. and South Korean forces in the region.The conversation digs into the deepening Russia-North Korea military partnership, the implications of the new Choe Hyon‑class destroyer and submarine programs, and the stability‑instability paradox that could make conventional clashes more likely as Pyongyang's deterrent matures. Ankit also lays out his argument for a U.S. policy shift from denuclearization to “stable coexistence,” explains why Washington already treats Kim as a nuclear peer in practice, and warns of the growing risk that South Korea could break from the Non‑Proliferation Treaty and pursue its own bomb.If you care about U.S. extended deterrence, the future of the Indo‑Pacific security order, North Korea-Russia cooperation, the South Korea nuclear debate, or the rising risk of nuclear crisis in Northeast Asia, this is a conversation you need to hear!