GLOBAL MACRO INSIGHTS

Emerging Markets Face the Heat: Trump’s Tariffs, Dollar Strength, and Bond Woes

The outlook for emerging market bonds denominated in local currencies is deteriorating as investors abandon hopes of rate cuts, brace for a potential trade war,...

The West’s Dilemma: Peace Talks, Missiles, and the Endless Tug-of-War

After nearly 1,000 days of resistance against Russia’s invasion, Ukraine’s allies seem to be losing patience and ideas. Western leaders, notably Germany’s Olaf Scholz and...

Trump vs. Powell: A Brewing Showdown That Could Shake America’s Economy

Trump has been openly critical of Powell, the man he appointed in 2018. Nevertheless, in his first post-election press conference, Powell asserted that Trump lacks...

Germany’s Political Chaos: Will Europe’s Powerhouse Become Its Weak Link?

Germany is heading for early elections this February, as Chancellor Olaf Scholz’s Social Democrats (SPD) agreed with opposition MPs, setting the stage for a showdown...

China’s Trade Surplus Hits New Heights, Setting the Stage for Global Tensions

China’s trade surplus is on track to hit a record high this year, putting it increasingly on a collision course with some of the world’s...

The Return of President Donald Trump: A Blow to Global Climate Efforts and An Opportunity for China

Unsurprisingly, Donald Trump’s re-election is viewed as a setback for global climate action. The president-elect has made it clear he plans to scrap Biden’s clean...

Germany’s coalition on the verge of collapse, more drama for Europe

The political drama in Germany is heading toward a new act. Opposition leader Friedrich Merz called for Chancellor Olaf Scholz to face a confidence vote...

Powell cut interest rates by 25 bps, navigating the Trump Second Term

As Jerome Powell faces the aftermath of Donald Trump’s re-election, the Federal Reserve is under new scrutiny. Powell’s timing on interest rate changes has been...

Trump’s Victory: A New Era of Tariffs, Tensions, and a Conservative Court for the Ages

As it seems, Donald Trump has clinched the election, ushering in an era that promises higher tariffs, strained alliances, and a judiciary that may reshape...