Copper is emerging as one of the most strategically important raw materials of the coming decades, and not primarily because of electric vehicles or renewable power, as once assumed. A new projection from S&P Global points to artificial intelligence, defense,… Read More ›
Strategy
Dietary Reset Signals Political and Economic Shift in U.S. Nutrition Policy
The Trump administration’s release of new federal dietary guidelines marks a deliberate break from decades of incremental nutritional advice, recasting diet not only as a public health issue but as a political and economic lever. By urging Americans to eat… Read More ›
Germany’s Export Engine Stalls as U.S. and China Pressures Reshape Global Trade
Germany’s export-led economic model is facing one of its most persistent stress tests in decades. Warnings from the country’s trade sector point to a prolonged slump in shipments to its two most important external markets—the **United States** and **China**—with little… Read More ›
A Monetary Turning Point Marks Bulgaria’s Deepest Integration with Europe
Bulgaria entered a new economic era as it formally adopted the euro, closing the chapter on its national currency, the lev, and completing one of the most consequential transitions since joining the European Union. The changeover was marked with public… Read More ›
Fiscal Shock Ripples Through Markets as Cigarette Tax Reset Reprices India’s Tobacco Sector
Indian tobacco stocks reeled after the government imposed a fresh excise duty on cigarettes, triggering one of the sharpest single-day selloffs the sector has seen in years. The reaction was swift and severe because the tax move struck at the… Read More ›
Policy Fractures Inside the US Fed Exposed by December Rate Cut Debate
The Federal Reserve’s decision to lower interest rates in December may have appeared decisive on the surface, but the minutes from the meeting reveal an institution wrestling with unusually deep internal divisions. Far from a routine policy adjustment, the quarter-point… Read More ›
Festive Stockpiling Lifts China’s Factories as Policy Limits and Demand Strains Persist
China’s manufacturing sector delivered an unexpected signal of life in December, ending a record eight-month contraction streak and briefly restoring growth momentum to the world’s second-largest economy. The rebound was not driven by a structural turnaround or a revival in… Read More ›
Platinum’s Historic Surge Redefines the Outlook for Industrial Metals
Platinum markets have been jolted into a rare moment of euphoria, with prices on track for their strongest monthly performance in nearly four decades. The rally, unfolding through December, reflects more than speculative enthusiasm. It is being driven by a… Read More ›
Silver’s Market Architecture Comes Into Focus as Prices Redefine Investor Access
Silver’s surge to record territory has drawn renewed attention not only to its price dynamics but to the complex machinery through which the metal is bought, sold, and stored across global markets. Unlike equities or bonds, silver trades through a… Read More ›
U.S. Fiscal Reset Sets the Stage for a Tax-Driven Economic Reordering in 2026
The U.S. economy is approaching a pivotal inflection point as sweeping tax changes begin to reshape incentives for households, businesses, and investors in 2026. After years of growth shaped by monetary tightening, inflation shocks, and geopolitical disruption, fiscal policy is… Read More ›