Oct 29, 2025

As China prepares its next five-year plan (2026-2030), it faces multiple threats to its economic model, from the ever-fragmenting global order to the AI race and the domestic threat (or reality) of Japanification.

Oct 23, 2025

ECB hits pause again, Fed caught between labor and money market and vigilantes coming for credit

Oct 21, 2025

Trade rerouting and (energy) deflation have prevented tariffs from unleashing the wave of corporate insolvencies many feared. Since early 2025, the Trump administration’s sweeping import duties (11% effective rate in August; 14% likely by year-end) have reshaped global trade flows without triggering a surge in US insolvencies.

Oct 16, 2025

Germany’s Autumn of Reforms, Lecornu’s government survives in France and the twin rally in gold and equity

Oct 14, 2025

In the 80 years since World Food Day was first established, the transformation of agriculture, fueled by fertilizers and international trade, has helped reduce global hunger – albeit unevenly across regions.

Oct 09, 2025

Quarterly country and sector risk update, term premia and investment promises as trade war currency