Expectations for United States monetary policy have shifted as stronger-than-anticipated inflation has weakened the case for further interest-rate cuts. Major brokerages are increasingly considering the possibility that the Federal Reserve will raise rates again before the end of 2026, reflecting… Read More ›
Geopolitics
Russia’s Diesel Supply Offer Tests America’s Energy Policy
The prospect of additional Russian diesel reaching United States and international markets exposes a tension between immediate energy affordability and the longer-term strategic objectives of American foreign policy. President Donald Trump announced that Russia would supply substantial quantities of diesel… Read More ›
China and Europe Seek a Trade Truce Without Resolving Their Industrial Rivalry
The European Union and China have reached an understanding intended to reduce Chinese hybrid vehicle exports to Europe, offering a temporary route away from escalating trade tensions. The October 2026 arrangement also addresses European access to the Chinese market and… Read More ›
China’s Logistics Platform Shows the Limits of Strategic Data Power
The decline of China’s state-backed logistics data platform LOGINK illustrates why control over digital infrastructure does not automatically translate into lasting geopolitical influence. Once viewed by American officials as a potential strategic instrument capable of revealing movements across international shipping… Read More ›
G20 Trade Divisions Reveal the Limits of Global Economic Consensus
The latest Group of 20 trade discussions demonstrate how difficult it has become for the world’s largest economies to agree on common rules when national industrial strategies are increasingly competing with the principles of open trade. Trade ministers reached agreement… Read More ›
Developing Economies Face a Dangerous Convergence of Shocks
Developing countries are confronting a combination of energy costs, higher borrowing expenses, climate pressures and existing fiscal weaknesses that is narrowing their ability to respond to new crises. The concern is not simply that individual countries are experiencing separate economic… Read More ›
US Withdrawal From Iraq Gives Iran-Backed Militias More Room to Operate
The completion of the United States military withdrawal from Iraq is changing the balance of power inside a country where Washington and Tehran have spent years competing for influence. The final American forces are leaving after more than two decades… Read More ›
AI Demand Helps China’s Manufacturing Sector Return to Growth
China’s manufacturing sector returned to expansion in September after two consecutive months of contraction, but the improvement says more about the changing composition of industrial demand than about a broad-based recovery across the economy. The official manufacturing Purchasing Managers’ Index… Read More ›
Bond Markets Are Repricing the Cost of Money
Government bond markets are undergoing a significant repricing as investors confront the possibility that interest rates may remain higher for longer than previously expected. Rising energy prices are feeding inflation concerns while strong investment in artificial intelligence is supporting economic… Read More ›
Diesel Prices Threaten to Keep European Inflation Elevated
The European Central Bank’s concern about diesel prices reflects a broader problem with energy shocks: fuel inflation can spread through an economy much faster than policymakers can respond to it. ECB Vice-President Boris Vujcic has warned that oil prices have… Read More ›