Has Apple Done Enough to Reduce China Supply Chain Dependency? The dependence of Apple on the Chinese supply chain was reduced right after Covid-19. A Reuters article published in November 2022, shows this happened between 2019 and 2022. This reliance…
Minerals Deal Key to Ukraine Recovery and US Indirect Security Guarantee Ukraine and the U.S. signed a new deal granting Washington access to Ukraine's critical minerals and natural resources, aimed at securing long-term American support for Ukraine's defense against Russia…
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…
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