India’s growth narrative, long characterised by a rare alignment of strong expansion and relatively contained inflation, is facing a critical stress test as geopolitical disruptions in the Middle East reverberate through energy markets and domestic economic systems. The sudden shock… Read More ›
The global economy is entering a period of renewed strain as escalating geopolitical conflict disrupts energy flows, weakens growth prospects, and fuels inflationary pressures across both advanced and developing markets. The warning that “all roads lead to higher prices and… Read More ›
The structure of external financing in emerging economies is undergoing a profound transformation, with short-term portfolio flows increasingly replacing traditional bank lending as the primary source of capital. This shift has expanded access to global liquidity and enabled governments and… Read More ›
The recent rise in inflation across the euro area has brought renewed focus on the delicate balancing act facing the European Central Bank. As energy prices surge due to global disruptions, inflation has moved beyond the central bank’s target, creating… Read More ›
The evolving stance of the Federal Reserve under the leadership of Jerome Powell reflects a calculated approach to navigating uncertainty in an increasingly volatile global economic environment. As geopolitical tensions disrupt energy markets and raise concerns about inflation, the central… Read More ›
The global framework governing digital trade is increasingly defined by a single, long-standing policy at the World Trade Organization: the moratorium on customs duties for electronic transmissions. As digital commerce expands into every sector of the global economy, this temporary… Read More ›
The evolving dialogue between the European Union and the United States over trade priorities reflects a strategic recalibration shaped by supply chain vulnerabilities, industrial policy shifts, and geopolitical competition. Recent engagements led by Maros Sefcovic and Jamieson Greer underscore how… Read More ›
The growing urgency around reforming the World Trade Organization reflects a deeper shift in the global economic landscape, where existing rules and institutions are increasingly seen as misaligned with contemporary trade realities. As tensions rise across major economies and supply… Read More ›
The global economy’s fragile recovery has been abruptly disrupted by a renewed surge in geopolitical tensions, demonstrating how quickly external shocks can overturn optimistic forecasts. What had appeared to be a period of stabilizing growth, supported by technological investment and… Read More ›
The narrative of a broad-based resurgence in American manufacturing has gained political momentum in recent years, yet the reality on the ground reveals a far more complex and uneven transformation. In industrial regions across the United States, the promise of… Read More ›
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