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Senior Minister Lee Hsien Loong warned that the war in the Middle East will reverberate beyond the region and impact Singapore. He highlighted potential spikes in energy prices and a weaker global economic outlook as key concerns. The remarks came as US President Donald Trump introduced new tariff measures, adding further uncertainty to trade dynamics. Lee made the comments during a Chinese New Year dinner on Feb 28.
Senior Minister Lee Hsien Loong warned that the outbreak of war in Iran will reverberate far beyond the Middle East, directly influencing Singapore’s economy. He highlighted that the conflict is likely to push global energy prices higher and reshape the...
Senior Minister Lee Hsien Loong warned that the escalating conflict between Israel, the United States and Iran will reverberate through global energy markets, pushing prices higher. He noted that Israel and the U.S. launched a joint strike on Iran, prompting...
Ian Bremmer interviews Carnegie’s Karim Sadjadpour on Iran’s precarious position, highlighting the regime’s internal fragility as many elites, including parts of the Revolutionary Guards, await Ayatollah Khamenei’s death while fearing revolt. Sadjadpour notes that the status quo is unsustainable, yet...
Richard Haass, president‑emeritus of the Council on Foreign Relations, warned that humiliation can push individuals toward extreme actions. He cited the ongoing crises in Gaza and the West Bank as examples where perceived humiliation fuels radicalism. Haass argued that current...
The NBER Economic Fluctuations and Growth program featured Kunal Sanani’s paper on “complete pass‑through in levels,” challenging the conventional view that upstream cost shocks are only partially transmitted to downstream prices. Sanani shows that when pass‑through is measured in absolute dollars...
The 2021 mass protests in Cuba triggered a wave of migration, with many citizens choosing to leave the island rather than continue dissent. Experts, including Michael Bustamante of the University of Miami, argue that the exodus reflects a belief that...
The video details the sudden bankruptcy of Market Financial Solutions (MFS), a UK‑based mortgage‑servicing firm, and frames it as the latest “cockroach” in a wave of private‑credit collapses that echo the 2008 crisis. Analysts point to fraudulent collateral – double‑pledged or...
China’s top decision‑making body, the Politburo, urged more proactive fiscal and moderately looser monetary policies ahead of next week’s annual Two Sessions, emphasizing job stability, market confidence and a push for domestic demand and technology self‑sufficiency. State media outlined a draft...
U.S. equities fell sharply on Friday after January's producer price index rose 0.5% month‑over‑month, outpacing the 0.3% forecast, and fintech firm Block announced a near‑50% workforce cut to adapt to AI‑driven changes. The Dow Jones lost about 800 points, down...
The video examines how U.S. sanctions have driven Venezuela’s dramatic economic decline, arguing that they account for more than half of the country’s 71% contraction between 2012 and 2020 – the deepest peacetime downturn on record. Research cited in the...
The video examines the Trump administration’s claim that China carried out an undeclared nuclear test in 2020, citing a low‑magnitude seismic event detected in western China’s test range. Zeihan explains that the event registered about 2.7 on the Richter scale—comparable to...
The video highlights a growing crisis in Europe’s private‑credit market, echoing the turmoil already seen in the United States. Two of the continent’s largest insurers, AXA and Allianz, have issued statements that they are "distancing" themselves from new private‑credit allocations,...
The NBER‑Peterson Foundation conference brought together leading public‑finance scholars to reassess how long‑term fiscal health should be measured. Organizers highlighted a debate sparked years earlier between Marcus and Ricardo over the relevance of the R‑G relationship and the proper...
The Asia Summit panel set out to demystify the historically tangled relationship between Japan and South Korea, arguing that their supply chains and industrial capabilities are now more intertwined than ever. Speakers highlighted a new joint‑venture fund, backed by Mitsubishi...
Hungary’s prime minister Viktor Orban has asked the European Union to launch a fact‑finding mission into recent disruptions of the Druzhba pipeline, which still supplies Russian crude to Hungary and Slovakia. Orban accused Ukraine of deliberately threatening Hungary’s energy security in...
In a recent Carnegie Connects episode, Eric Ciaramella examined why the West’s superior military and economic resources have not translated into a decisive Ukrainian victory over Russia. He highlighted logistical bottlenecks, limited political cohesion among allies, and Russia’s adaptive strategies...
The video highlights a fundamental shift in global capital dynamics: after twenty years of massive foreign investment into the United States, those flows are now reversing. The speaker stresses that this reversal is not a classic capital flight scenario,...
Eric Criscuolo highlighted a week of heightened volatility as AI‑driven disruption fears and renewed tariff concerns rattled tech and financial stocks. The S&P 500 steadied within a 250‑point band after a sharp Monday dip, while software stocks rebounded and defensive...
Denmark’s prime minister Mette Frederiksen announced an early general election for March 24, 2024, amid heightened diplomatic friction with the United States and Russia. The vote follows U.S. President Donald Trump’s renewed push to purchase Greenland, a move Copenhagen deems unacceptable....
Ilya will host a Macrodose segment previewing market expectations ahead of Friday's Producer Price Index (PPI) release. The brief highlights how the PPI data could shape inflation narratives and influence equities, commodities, and fixed‑income markets. Tastylive, the platform delivering the...
Iran and the United States are set to meet for technical-level nuclear talks next week in Vienna, the home of the International Atomic Energy Agency (IAEA). The discussions follow a recent round of diplomatic exchanges in Geneva and aim to...
Tariff policy uncertainty resurfaced after the State of the Union as the Supreme Court struck down IEPA‑based tariffs, opening the door to nearly 1,000 lawsuits. The market reacted with a classic risk‑off move—dollar and bonds rose while equities fell, despite...
Iran is seeking to persuade President Donald Trump to halt planned air strikes by presenting a compromise on its nuclear program through Omani‑mediated talks. The United States, represented by envoy Steve Witkoff, remains split on red lines, tolerating nuclear concessions...
A potential disruption of the Hormuz Strait could cause a sharp rise in gasoline prices just as the U.S. enters its primary driving season. At the same time, lingering tariff uncertainties and a recent slide in crude oil prices are...
Israel’s ambassador to France, Joshua Zarka, told France 24 he doubts a diplomatic solution with Iran is possible and advocated for regime change in Tehran. He also asserted that Hamas has no intention of disarming and rejected claims that Israel is...
Ali Larijani, Iran’s top security chief and former parliamentary speaker, is poised to be Tehran’s principal negotiator in the upcoming U.S.-Iran nuclear talks in Geneva on Feb. 26. Known as a veteran insider, Larijani has steered Iran’s nuclear policy for...
Nvidia posted a strong earnings beat on revenue and profit, yet its shares slipped more than 2% as investors questioned the lack of guidance on China revenue and the sustainability of AI‑driven demand. Salesforce missed revenue forecasts, extending a broader...
Ray Takeyh, a Council on Foreign Relations Iran specialist, argues that the recent Iranian uprising actually reinforced the Islamic Republic’s strength rather than weakening it. He notes that successful revolts require defections from security forces and dissent among the political...
North Korea’s leader Kim Jong Un signaled a willingness to engage in dialogue with the United States while maintaining a hostile stance toward South Seoul, describing the capital as the “most hostile enemy.” The remark came during the country’s five‑yearly party...
Singapore's total fertility rate fell to a historic low of 0.87 in 2025, down from 0.97 in 2024 and far below 1.24 a decade earlier. Deputy Prime Minister Gan Kim Yong warned this as an existential challenge, projecting a shrinking...
South Korea is rapidly building a national space ecosystem to compete in the emerging commercial space economy. By aligning industrial policy, financing, education, and private sector capabilities, the country seeks to leapfrog traditional aerospace pathways despite its late entry. Government...
Singapore Prime Minister Lawrence Wong said fiscal forecasts are not overly conservative, noting that growth outcomes can diverge sharply from projections. He highlighted that any revenue upside is returned to citizens through measures such as the SG60 cash package and...
Singapore’s 2024 budget directs roughly 95% of spending toward long‑term, structural measures aimed at cushioning households from rising cost pressures. Prime Minister Lawrence Wong highlighted that wage growth has consistently outpaced inflation, allowing Singaporeans to spend a smaller share of...
Prime Minister Lawrence Wong concluded three days of parliamentary debate on Singapore’s budget, emphasizing a growth agenda anchored in AI adoption, business transformation, and fiscal soundness. He asserted that the nation will avoid jobless growth despite geopolitical turbulence and rapid...
Chinese policymakers are signaling a possible further opening of the healthcare sector to foreign investors as the nation confronts rapid population aging. People over 60 already represent about 23% of the population and are projected to exceed 30%—more than 400 million—by...
In a February 2 2026 interview, Takshashila deputy director Pranay Kotasthane dissected the political economy of rare earths and critical minerals, highlighting China’s overwhelming production dominance and India’s strategic ambitions. He explained the distinction between rare earths and broader critical minerals, noting...
![[FULL] THE DAILY REPORT (2026-02-26)](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://i.ytimg.com/vi/Ue6gUuW3lt0/maxresdefault.jpg)
The Bank of Korea held its policy rate at 2.5% for a sixth consecutive meeting, citing a more optimistic economic outlook. Samsung unveiled the Galaxy S26 series, reinforcing its lead in the high‑end smartphone market. Geopolitical risks rose as North...
Indian Prime Minister Narendra Modi arrived in Israel for a two‑day state visit, meeting President Isaac Herzog and Prime Minister Benjamin Netanyahu. The agenda focused on deepening defence collaboration, expanding trade in high‑tech and agricultural sectors, and signing memoranda on...
John Jovanovic, President and Chairman of the Export‑Import Bank of the United States, outlined the agency’s strategy to boost American exporters and manufacturers overseas while reinforcing domestic supply chains. He highlighted EXIM’s financing tools that level the playing field against...
Francis Hunt, founder of The Market Sniper, warned that the fiat‑based monetary system is entering a collapse phase, positioning gold as the ultimate hedge. He predicts a parabolic surge in silver that could drive the gold‑silver ratio into single‑digit levels....
The United States has deployed roughly 100 troops, primarily advisors, to Nigeria to train local counter‑terrorism forces. The move follows a Christmas‑Day airstrike that targeted a jihadist camp in northern Nigeria. Washington’s presence aims to bolster Nigeria’s fight against Boko...
German Chancellor Friedrich Merz concluded a two‑day visit to Beijing aimed at strengthening long‑standing economic ties between Germany and China. While praising cooperation, Merz urged Chinese officials to address what he described as unfair trade practices affecting German firms. The...
Canals remain vital to global trade, moving billions of tons of cargo annually, but their construction and operation can disrupt ecosystems and generate emissions. Recent studies highlight the need for smarter, greener canal designs that mitigate habitat loss and reduce...
German leader Friedrich Merz began the second day of his inaugural state visit to China, where President Xi Jinping pledged to elevate bilateral ties to a "new level." During the talks, Merz announced that China has agreed to purchase up...
China is transitioning from a manufacturing hub to a global innovation engine, with AI‑native startups, electric‑vehicle giants, and consumer brands eyeing overseas markets. State‑backed policies and a new generation of entrepreneurs embed international ambition into corporate DNA. The panel at...
In an exit interview, Atlanta Federal Reserve President Raphael Bostic warned that the economy’s current turbulence may be less about a temporary blip and more about a structural transformation driven by artificial intelligence and related technologies. He argued that AI...
The National Restaurant Association’s 2026 State of the Industry report paints a picture of cautious optimism, noting that restaurants remain profitable despite mounting cost pressures from labor and food prices. Operators are prioritizing workforce strategies, immigration reform, and targeted technology...
The video argues that the current bout of elevated inflation is not accidental but a deliberate outcome of Federal Reserve policy. It claims the central bank has been seeking persistently high inflation and inflation expectations so it can maintain the...
The video examines how the U.S. Navy’s deployment of the aircraft carrier Gerald Ford has already lifted global oil prices by roughly 10‑15% and warns that a disruption to Iran’s roughly one‑million‑barrel‑per‑day export flow could trigger a further 20‑25% price jump. Analysts cited...
