Why Liberalizing the Yuan Poses a Threat to the Communist Regime China refuses to enter tariff negotiations with the Trump administration due to fears that demands—particularly regarding currency manipulation—could threaten its one-party rule and economic stability. While the U.S. under…
Reality versus International Norms and Rules Tradeoff The Trump administration has presented an ultimatum pushing the line that that US to recognizes Russia's annexation of Crimea, forcing European capitals into a difficult choice between supporting Kyiv or aligning with Washington…
Is Trump's Tariff Policy a threat to US Dollar Reserve Currency Status? The U.S. dollar has dominated global trade finance and reserve currency status for seven decades, supported by factors like liquidity, widespread use, and trust in U.S. economic and…
High Uncertainty Continues to Spook Markets Wall Street experienced a significant sell-off on Thursday, with the S&P 500 dropping 3.5% after a brief surge the previous day. Investors are concerned that President Trump's tariffs could lead to a recession in…
Impact on Auto Sector from Trump Tariffs The introduction of tariffs on USMCA-compliant vehicles has created confusion in US trade rules. While there are hopes that these tariffs may boost domestic manufacturing, automakers face challenges in quickly adjusting production. Compliance…
Geopolitical Risk Impacts Major Central Bank Policies The article discusses the impact of U.S. President Donald Trump's trade policies, particularly his tariffs, on the global economy and financial markets. It highlights concerns over slowing U.S. economic growth combined with rising…
Turkish Lira and Stock Market Drop on Political Risk Turkish authorities have detained Istanbul Mayor Ekrem Imamoglu, a significant political rival to President Recep Tayyip Erdogan, citing corruption charges. This action has led to protests from opposition parties and a…
Panama pulls out of Chinese BRI and CK Hutchison sells Ports in Panama Canal On March 5, a Chinese Foreign Ministry spokesperson reaffirmed China's commitment to maintaining neutrality over the Panama Canal. However, this claim has been challenged as misleading…
Is a EU Security Guarantee Credible Enough for Ukraine without the US? During a recent meeting of the Ukraine Defense Contact Group in Brussels, U.S. Defense Secretary Pete Hegseth stated that Ukraine would not be joining NATO, a position that…
A Deal to Keep US Involvement in Ukraine A bilateral agreement was reached between the United States and Ukraine to establish a Reconstruction Investment Fund aimed at fostering economic development and ensuring long-term partnerships following the conflict with Russia. The…
Get the Free
Macro Newsletter!
Macro Insights
