➦ Q3 earnings, the secret behind EU sovereign spread convergence and from tariff dividend to Supreme Court scrutiny
Trade war: From tariff dividend to Supreme Court scrutiny.
➦ Can we afford to save nature? The economics of the Half-Earth scenario
Finance will determine whether biodiversity recovery succeeds, and insurers are on the front line.
➦ The 10 biggest risks when entering a new market
Globalisation makes market expansion inevitable, but entering new territories remains a complex and high-risk endeavour
➦ US-China trade agreement: a tactical truce, not a strategic shift
This truce offers a respite, but without lasting guarantees, companies must remain alert to the fragmentation of value chains.
The US-China strategic competition remains a looming risk to affect global trade.
➦ Argentina: Milei’s landslide midterm election win eases liquidity pressures, but long-term challenges remain
This clear election victory comes as a relief to panicking financial markets.
➦ Tanzania: Irregularities and unrest after October election detract from good economic performance
The political repression, which increased notably in recent years, sharply contrasts with the relative openness that characterised the start of President Samia Suluhu Hassan’s administration following the death of President John Magufuli in 2021.
➦ Pakistan-Afghanistan: Military tensions will remain elevated amid fragile ceasefire
Ever since the Taliban returned into power in Kabul in 2021, the once close bilateral relations with Islamabad have significantly deteriorated.
➦ USA: Fed on the Fence
International: Mixed Momentum in Global Activity