The United States’ decision to delay the announcement and implementation of tariffs on Chinese semiconductor imports until 2027 reflects a calculated recalibration of its technology confrontation with Beijing. While Washington has formally concluded that China’s pursuit of dominance in the… Read More ›
China’s decision to impose tariffs on dairy imports from the European Union reflects a convergence of domestic economic stress and strategic trade signalling, rather than a narrow dispute over milk products alone. At a time when China’s dairy sector is… Read More ›
Japan’s latest warning over the yen marks a shift from ritualised verbal intervention to something closer to a policy line in the sand. By stating that recent currency moves “absolutely do not reflect fundamentals,” Finance Minister Satsuki Katayama elevated official… Read More ›
After three years defined by aggressive tightening, 2025 marked a decisive turn in global monetary policy. Central banks that once competed to raise interest rates the fastest instead coordinated—implicitly rather than formally—on the largest easing cycle since the aftermath of… Read More ›
New Zealand’s decision to conclude a free trade agreement with India marks a significant recalibration of both countries’ economic strategies at a moment when global trade routes are being reshaped by geopolitics, protectionism and supply-chain realignment. More than a conventional… Read More ›
Fresh reserve data from the International Monetary Fund point to an important, if understated, shift in the global monetary landscape: not a rupture, but a pause. After a volatile first half of the year marked by sharp currency swings and… Read More ›
When President Donald Trump’s sweeping tariff announcements jolted global markets earlier this year, many executives in Europe’s financial sector expected a rare opening. Trade tensions, political friction and questions about U.S. policy reliability seemed, at least on paper, to create… Read More ›
European governments have taken a decisive step toward reshaping the continent’s monetary infrastructure by endorsing a digital euro that works both online and offline. The decision by the **Council of the European Union** marks a strategic pivot away from narrower… Read More ›
For Europe’s largest pharmaceutical companies, the United States is no longer just their most lucrative market. It has become the single biggest strategic vulnerability in an industry increasingly shaped by American political priorities, pricing reform, and industrial policy. As Washington… Read More ›
Europe’s major central banks closed out 2025 with a cluster of interest rate decisions that, taken together, marked an inflection point rather than a conclusion. While policy rates largely stayed put—aside from a narrowly approved cut in the United Kingdom—the… Read More ›
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