Global Economy Blogs and Articles
Global Economy Blogs and Articles
Global Economy Pulse
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Canadian Prime Minister Mark Carney is set to address the Australian Parliament, signalling a push toward a Canada‑Australia critical minerals partnership. His recent World Economic Forum speech urged medium powers to forge new alliances, a message that provoked a sharp reaction from U.S. President Donald Trump. The U.S. Supreme Court subsequently invalidated Trump’s tariff authority under the International Emergency Economic Powers Act, prompting the White House to re‑impose and raise tariffs using the Trade Act. These moves underscore shifting geopolitical dynamics around strategic mineral supply chains.
The container shipping sector is poised at a critical juncture in February 2026 as vessels tentatively resume the Red Sea corridor amid lingering military threats. At the same time, a deep structural oversupply of container ships is squeezing already fragile...
The article reviews evidence that central banks which pushed policy rates slightly below zero—most notably in the euro area, Switzerland, Sweden, Denmark and Japan—generated additional economic stimulus without triggering major disruptions. Empirical observations show that corporate deposit and wholesale funding...
The article examines how Treasury bond returns move together with U.S. stock returns, showing that comovement has shifted from positive in the 1980s to negative in the 2000s and back to positive after 2022. Using rolling 90‑day regressions on daily...
U.S. insurers remain optimistic about 2026 investment conditions, with 76% of survey respondents seeing improving opportunities despite expectations of higher inflation, tighter liquidity and lower Fed rates. The optimism is driven by higher yields on high‑quality fixed‑income securities and attractive...
The article "WHAT'S GOING ON UNDER THE COVERS?" teases an investigative look at hidden dynamics shaping today’s market landscape. It promises visual data, likely through the featured graphic, to uncover trends that aren’t immediately visible. While the full text isn’t...
The Australian newspaper cited the Parliamentary Budget Office’s (PBO) budget tool to challenge One Nation’s proposal to cap visas at 130,000 annually and achieve net‑zero immigration. The PBO‑based analysis estimates a $100 billion loss in federal revenue over the next decade,...
Mexico’s exports to the United States reached record levels last week, yet the country’s trade surplus with its northern neighbor contracted. Analysts attribute the paradox to a strategic reconfiguration of Mexican supply chains, increasingly funneling production toward the U.S. market...
The United States stopped collecting tariffs that had been invalidated under emergency authority, while President Trump announced a sweeping 15% global tariff that exempts Canada and Mexico but hits Europe hard. Panama reclaimed two strategic canal ports after a court...
The Supreme Court ruled in Learning Resources v. Trump that the International Emergency Economic Powers Act does not give the president authority to impose tariffs. Six justices agreed on this point but divided on the reasoning, with one side invoking...
Bank of America sees the U.S. dollar gaining strength if geopolitical tensions with Iran intensify. Rising odds—now 69%—of a U.S. military strike by June could push oil prices higher while global equities weaken, a combination that traditionally benefits the greenback....
Ontario’s mining sector faces heightened global competition as nations vie for critical minerals essential to clean energy and technology. The province’s policy framework emphasizes certainty, efficiency, and reliability to lure investment. Industry leaders argue that turning policy commitments into concrete...
The Bank of Jamaica cut its policy rate to 5.50% from 5.75%, its sixth 25‑basis‑point reduction since August 2024 and the first cut in nine months. The move was driven by a milder‑than‑expected inflation impact from Hurricane Melissa, improved agricultural supply,...
The CN Index slipped to 512 this week, keeping global container shipping in the high‑pressure zone while showing incremental easing. Freight rates on major Asia‑US and Asia‑Europe corridors fell, reflecting improved capacity and a more balanced demand environment. Geopolitical tensions,...
The OECD’s "Effective Carbon Rates 2025" report surveys 79 countries and compares three carbon‑pricing tools: fuel taxes, explicit carbon taxes, and emissions‑trading systems. By weighting tax level against the share of emissions covered, the analysis shows fuel taxes remain the...
A recent Purdue Ag Economy Barometer survey shows 80% of U.S. soybean growers are concerned about Brazil’s growing export advantage. Farm‑level data from 2020‑2024 reveal Brazilian soybean operations in Mato Grosso have lower total costs per ton than Iowa farms, despite...
On 27 January 2026 a Russian Shahed drone struck Ukraine’s Brody pumping station, shutting the Druzhba pipeline’s southern branch that supplies Russian Urals crude to Hungary and Slovakia. The outage, now in its 27th day, has cut 60‑70 % of feedstock for MOL...
The European Union is accelerating its engagement with the Indo‑Pacific, highlighted by high‑level visits to India and new free‑trade agreements with Indonesia and a pending deal with India. This pivot reflects two structural shifts: a push for strategic autonomy away...
Gartner’s Q4 2025 Emerging Risk Report, based on a survey of 367 senior risk executives, identified a low‑growth economic environment as the top emerging risk for the second quarter in a row. Respondents linked the concern to financial instability, persistent trade...
The OECD’s latest cross‑country data for Q3 2025 shows Australia posting the smallest rise in real per‑capita household disposable income among major English‑speaking economies over the past ten years. While other nations such as the United States, United Kingdom and Canada...
European container carriers now control 55.5% of capacity among the top 30 operators, according to Alphaliner’s latest data for week 08 of 2026. This share eclipses the combined 38.6% held by carriers based in Asia and the Middle East. The...
The Mexican army killed CJNG boss "El Mencho" near Puerto Vallarta, triggering fierce gun battles and an unprecedented U.S. military task‑force partnership. President Trump announced a new 15% tariff regime under Section 122, but it can only stay in effect for...
Armenia’s aging Soviet‑era nuclear reactor leaves the country on the brink of an energy crisis, and Moscow’s dwindling support after the Ukraine war has removed its traditional security backstop. U.S. Vice President J.D. Vance recently signed a nuclear cooperation deal...
Airports of Thailand (AOT) announced that the international passenger service charge will rise from THB 730 to THB 1,120 per departing passenger, effective June 20, 2026. The domestic charge remains at THB 130. AOT projects the hike will generate roughly...
India is rapidly pivoting from its BRICS stance toward deeper integration with the West, highlighted by a landmark EU free‑trade agreement and its entry into the US‑led Pax Silica AI alliance. The India‑Middle‑East‑Europe Corridor (IMEC) is being repurposed from a logistics...
The U.S. Supreme Court ruled 6‑3 that President Trump exceeded his authority by imposing global tariffs under the International Emergency Economic Powers Act, effectively nullifying those duties. Trump immediately announced a new 10% worldwide tariff using a different statutory basis,...
Israeli Prime Minister Benjamin Netanyahu announced a new “hexagon” of alliances that would link Israel with India, Arab states, African nations, Greece, Cyprus and unspecified Asian partners. He framed the network as a counter‑balance to an Iranian‑led “Resistance Axis” and...
A wave of think‑tank discussions in early 2025 highlighted a shift in how experts view China’s role in the Middle East. After a period of heightened activity—dubbed “peak China‑MENA” between Xi’s 2022 Saudi visit and the October 2023 Hamas attack—analysts now...
The episode examines the Supreme Court's 6-3 decision that invalidated most of former President Trump's global tariffs, a move that instantly lifted e‑commerce stocks such as Amazon, Wayfair, Etsy, Shopify, eBay and Pinduoduo. The hosts explain how the tariffs, imposed...
The episode reviews the Asian market landscape during the week of Feb 15‑20, 2026, highlighting that Mainland China’s Lunar New Year closure shifted price discovery offshore, with earnings-driven rotation favoring North Asian hardware stocks. Korea led the earnings surge thanks...
The United States Customs and Border Protection issued a withhold‑release order blocking imports of sea‑salt from South Korea’s Taepyung farm, citing reasonable indications of forced labor. Taepyung, the nation’s largest salt producer, accounts for roughly 6% of South Korea’s total...
At the Munich Security Conference, former Defense official Evelyn Farkas warned that the transatlantic alliance’s cohesion is under strain as European partners grow distrustful of U.S. commitments. She urged a clear reaffirmation of American support for NATO and called for...
Canadian home prices slipped 0.4% in January, pulling the national average back to February 2021 levels and pushing the sales‑to‑new‑listings ratio to a buyer‑dominated 36.4%. CIBC warns that while prices are below trend in Ontario and British Columbia, they remain...
![Defense & Aerospace Report Podcast [Feb 22 ’26 Business Report]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://hixhlmpcokxhartfkpyi.supabase.co/storage/v1/object/public/images/thumbnails/5ac0adbb96c4d1b25f037fe8bc6b48be.webp)
The Defense & Aerospace Report podcast highlighted a Supreme Court ruling that struck down several of former President Trump’s tariffs imposed under the International Emergency Economic Powers Act. Analysts discussed the fate of roughly $200 billion in tariff revenue and the...
A U.S.-led meeting in Madrid on Feb. 8, 2026 signaled the formal end of Algeria’s long‑standing claim as the indispensable security pillar of the Maghreb. Washington is now backing a Tunis‑Rabat axis that promises energy sovereignty, a phosphate cartel and broader economic...
In this episode, The Macro Butler interviews the Arigato Investors to explore why gold remains a safe‑haven asset during market turbulence and how its appeal is evolving. They discuss the shifting financial centre of gravity toward Asia, highlighting Hong Kong and...
Polymarket’s prediction market shows a noticeable rise in the odds of a U.S. strike on Iran, signaling heightened geopolitical risk. At the same time, gold remains unusually flat, showing little enthusiasm despite the tension, while oil prices are edging higher....
In this episode, the host reviews President Donald Trump's reaction to the Supreme Court's ruling that the International Emergency Economic Powers Act does not permit tariff impositions. Trump lambasts the justices he deems disloyal, praises Justices Thomas, Alito, and Kavanaugh...
The episode examines recent trends in foreign direct investment (FDI) to emerging markets, noting that high‑frequency data shows a steady $10 billion per week inflow, while UNCTAD’s lagging figures report a 2% decline to $875 billion last year. It explores how short‑term...
The week ahead centers on Nvidia’s February 25 earnings, where analysts expect revenue to surpass $65 billion and margins to climb above 74 percent, reinforcing its AI leadership. Australian CPI data will test the Reserve Bank’s willingness to raise rates again after...
The U.S. Supreme Court invalidated President Trump's emergency authority to impose broad tariffs, prompting a modest sell‑off in the dollar despite its recent resilience. Dollar Index fell to just above 97.5, yet key technical levels held, while the euro recovered...
Michael Hudson argues that the shift from industrial capitalism to finance‑driven rentier capitalism has turned economic growth into rent extraction, eroding productivity and widening inequality. He traces the historical battle against landlord rents in 19th‑century Britain to today’s debt‑financed housing,...
South Korea confronts simultaneous undersea threats from North Korea’s emerging SLBM‑capable submarines, a potential Taiwan crisis that could stretch U.S. and Japanese naval assets, and an increasingly active Russian presence via the Northern Sea Route. The author argues that choosing...
In this episode, Alasdair Macleod and Andrew Maguire of Kinesis dissect the ongoing silver squeeze, highlighting how massive short positions in China and robust physical demand are forcing paper markets to the brink. They explain the eastward shift of price...
The episode reviews the week’s market data and focuses on the Supreme Court’s decision that President Trump cannot use the Emergency Economic Powers Act to impose tariffs, prompting him to invoke Section 122 for a temporary 10% tariff that expires...
This episode curates a set of recent reports on three major themes: U.S. trade policy after the Supreme Court blocked President Trump's use of the IEEPA, escalating U.S.-Iran military tensions and Iran’s domestic challenges, and broader geoeconomic issues such as...
The episode reviews the overnight futures market, noting mixed grain movements and modest profit taking in soybeans. A pivotal moment came when the U.S. Supreme Court, in a 6-3 decision, ruled that President Trump’s tariffs were invalid because only Congress...
The Supreme Court struck down the broad tariffs imposed under the International Emergency Economic Powers Act, but left Section 232 duties untouched. Because most pharma tariffs were issued under Section 232, the ruling does not eliminate the targeted tariffs on drug imports....
World Bank’s Global Economic Prospects report projects global real GDP growth to slow in 2026 after a surprisingly resilient 2025. The 2025 boost stemmed from a pre‑tariff trade surge and modest monetary easing, but those advantages are fading. New trade...
The Supreme Court struck down the Trump administration’s tariffs imposed under the International Emergency Economic Powers Act (IEEPA) in a 6‑3 decision, covering both reciprocal trade‑deficit tariffs and fentanyl‑related duties. Over half of the tariff revenue collected in recent years...
