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 ›
Geopolitics
China Uses Dairy Tariffs to Stabilise a Struggling Farm Sector and Signal Resolve to Europe
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 ›
A Strategic Trade Pivot Links New Zealand’s Export Engine to India’s Growth Ambitions
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 ›
Currency Order Holds Firm as Central Banks Rebalance Without Breaking the System
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 ›
Trade Diversification Meets Domestic Resistance as EU–Mercosur Pact Nears Decision Point
The long-negotiated trade agreement between the European Union and the Mercosur bloc has returned to the centre of political debate in Europe, not because its contents are unclear, but because its implications cut across some of the EU’s most sensitive… Read More ›
Mexico’s Tariff Shock Threatens India’s $1 Billion Auto Export Pipeline as Global Trade Pressures Collide
Mexico’s abrupt decision to impose steep tariff increases on vehicle imports from countries without trade agreements is set to disrupt a critical export channel for India’s automobile industry. Despite intense lobbying by major automakers and Indian industry groups, the tariff… Read More ›
Fed Weighs Cautious Rate Cut as Divided Outlook Points Toward a Potential Pause in the Policy Path
The Federal Reserve is preparing to deliver another interest-rate cut, yet policymakers are increasingly signaling that the cycle of easing could soon enter a period of hesitation. This meeting unfolds under unusually complex conditions: patchy economic data following the prolonged… Read More ›
Strategic Priorities and Economic Pressures Drive India and the United States to Intensify Bilateral Trade Negotiations
India and the United States have entered a more active phase of trade engagement, with senior officials accelerating efforts to reshape their economic partnership and resolve a series of longstanding tariff, market-access and investment barriers. The renewed momentum reflects pressures… Read More ›
Argentina Positions Pistachios as a Strategic Export as Global Demand Surges
Argentina’s western provinces are experiencing an agricultural shift driven by an unexpected catalyst: a surge in global pistachio consumption, amplified by the viral popularity of pistachio-filled sweets in the Middle East. What began as a niche trend sparked by Dubai’s… Read More ›
Easing Momentum in the U.S. Fuels a Broad Rally in German Equities as Yen Stagnates Under Intervention Pressure
German equities strengthened on Thursday as global markets responded to rising confidence that the U.S. Federal Reserve is nearing its first rate cut in over a year, a shift that has begun redefining risk appetite across Europe and Asia. The… Read More ›