Strategic Trade Deal between the US and Japan On July 22, the United States and Japan announced a trade deal after several months of negotiations. The agreement marked a significant diplomatic achievement for Japan, addressing major U.S. demands on investment…
Trump is Increasing the Pressure on Putin to Negotiate On July 14, 2025, US President Donald Trump announced the resumption of Patriot air-defense missile supplies to Ukraine, but with a twist: these weapons would be purchased by European allies, not…
Fiscal and Geopolitical Implications of Big Beautiful Bill The "One Big Beautiful Bill" (BBB), a Republican tax-and-spending plan passed in early July 2025, is a complex and fiscally irresponsible legislation (unsustainable budget deficits of 6.7% of GDP) that extends deficit-financed…
Vietnam Trade Agreement: Model for Future Deals The U.S. and Vietnam reached a trade deal reducing tariffs on Vietnamese imports from 46% to 20%, with Vietnam agreeing to impose a 40% duty on goods transshipped from other countries, mainly targeting…
A Weakened Iran Strategically Accepts a Ceasefire President Trump thanked Iran for giving "early notice" of its missile attack on Al-Udeid Air Base in Qatar, calling the Iranian retaliation "very weak" and expressing a desire to avoid war with Iran…
Increased Probability of US Strike on Iranian Fordow Nuclear Site President Trump declared "total control of skies" over Iran and called for Iran's "unconditional surrender" amid growing signs the U.S. might join Israel's bombing campaign against Iran's nuclear facilities. The…
US-China Strategic Competition to Shape Trade Talks U.S.-China trade talks resumed in London as the world's two largest economies aim to resolve their trade differences following a recent call between their leaders. Key officials from both sides, including U.S. Treasury…
New Global Order and US China Geopolitical Risk The Trump administration adopted an "America First" technology strategy focused on achieving unilateral technological dominance, departing from previous multilateral cooperation. This approach emphasized aggressive competition, especially against China, and prioritized U.S. national…
Dire Implications for Innovation, Higher Education Freedom and Geopolitics Harvard University filed a lawsuit against the Trump administration in April 2025, challenging federal overreach that threatens academic freedom and funding. The administration froze $2.2 billion in federal grants to Harvard…
EU – US Trade Deal Progress US President Donald Trump initially threatened to impose 50% tariffs on European Union imports starting June 1, 2024, due to stalled trade negotiations. However, after a phone call with European Commission President Ursula von…
Get the Free
Macro Newsletter!
Macro Insights
