Top global monetary policy makers grapple with political pressure and fragile labour markets while investors bet on lower borrowing costs, with the next five weeks key for a range of assets
Since 2016, the US economy has experienced dramatic swings in both real GDP growth and consumer price inflation. After a period of steady expansion under President Donald Trump’s first years in…
America’s economy heavily depends on imported minerals vital for technology, energy, and defence. In 2024, the US was 100% import-reliant for 12 of the 50 “critical” minerals identified by the US…
The One Big Beautiful Bill Act, or OBBBA for short, will raise the fiscal deficit from 6.4% to more than 7% of GDP, pushing up long-term interest rates. Look to the bond markets for honest reactions.
Industrial production witnessed a significant decline in all countries at the onset of the COVID-19 pandemic. The recovery paths, however, varied remarkably. Production has soared in China, but it…
How much of the US president's rhetoric on trade translates into actual action will soon become clear, but there are risks to his tactics at home as well as worldwide
Trump set a Republican record by winning around 45% of the Latino vote, as his warning about uncontrolled migration and its impact on resources resonated with many
When states are attacked, authority gravitates towards institutions capable of mobilising resources, enforcing discipline, and coordinating a military response
There are few examples of successful US regime-change operations in history. And without permanent ground troop presence, these wins can easily be reversed.
Cairo and Tehran have been at loggerheads since 1979, but the Iranian threat has always acted as a check on Israeli ambitions. If Iran is completely defeated, Israel will reign supreme.