➦ Who’s paying for the trade war, the BoJ’s daring game of patience and equity markets – bubble or boom?
Who’s paying for the trade war?
➦ Agentic AI: The self-driving economy?
Agentic AI – capable of autonomous decision-making and executing complex tasks without human intervention –marks a significant leap in artificial intelligence, with the potential to profoundly reshape economies and labor markets across the globe.
➦ Japan at the crossroads: Will it escape the deflationary trap?
After nearly three decades of deflation, Japan has experienced a sustained rise in prices since 2022, marking a potential turning point for its economy.
➦ Armenia – Azerbaijan: US-brokered deal could ease tensions between Armenia and Azerbaijan
On 8 August, the leaders of Armenia and Azerbaijan signed multiple agreements in Washington DC.
➦ Nepal: Rare chaos across the country forces government to resign
Early September, two days of rare chaos across the country saw attacks against government targets and public institutions, including the burning of Parliament and ministers’ houses.
➦ USA: Gradually, then suddenly
International: Central Bank Bonanza: Cuts, Holds and Surprises
➦ Bank of Canada Resumes Monetary Easing
The Bank of Canada (BoC) resumed its monetary easing at today’s announcement, lowering the policy rate by 25 bps to 2.50%.
➦ From Bipolar to Tripolar? U.S.-China-EU Bloc World Is Also Possible
Can the world divide itself into three distinct economic blocs? Absolutely.
Allianz Country Reports
2025 / 2nd Quarter
➦ Country Risk Ratings Map Q2 2025
➦ Sector Risk Ratings Map Q2 2025
➦ Country Risk Ratings List Q2 2025
Coface Global Risk Map
2025 / 2nd Quarter
➦ Country Risk Assessment Map Q2 2025