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…
EU Strategic Autonomy on Defense Needed The potential U.S. retrenchment from Europe has increased, particularly under a possible second Trump presidency. This article highlights the challenges European nations face in developing a cohesive defense strategy in the context of declining…
Key Elections for Germany and European Union The Alternative for Germany (AfD) party, a hard-right nationalist group, is gaining significant political traction in Germany, potentially becoming the second-largest political force. This shift poses a challenge to Germany's traditional liberal democratic…
The Geopolitics Behind the Strategic Chagos Islands Deal Keir Starmer has paused the negotiations on transferring sovereignty of the Chagos Islands to Mauritius due to US reservations, awaiting Donald Trump's view. The Chagos Islands, particularly Diego Garcia, hold strategic military…
Trump Sidelines EU and Ukraine in Talk with Putin The U.S. President Donald Trump has initiated talks with Russian President Vladimir Putin and Ukrainian President Volodymyr Zelenskiy to end the war in Ukraine, which began in February 2022. However, the…
Get the Free
Macro Newsletter!
Macro Insights
