GLOBAL MACRO INSIGHTS

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...

Bank of Japan Hints at Possible Rate Hike Amid Unwavering Inflation Goals

The Bank of Japan (BoJ) has once again decided to keep its benchmark interest rate unchanged, clinging to the path toward its inflation target. This...