At the heart of the US economy, a divergence is brewing. As the world’s largest economy, boasting an unrivalled technology sector concentrated mainly around Silicon Valley, the United States has been the biggest beneficiary of the AI tech boom. On the surface, traditional metrics of economic growth seem strong. GDP is expected to grow a healthy 2.2% in 2026 , largely driven by AI-powered investment providing strong productivity gains. Yet these headline figures increasingly o

For much of the 2010s and 2020s, global markets operated under the assumption that energy security was a solved problem. Countries from Europe to the Far East have been content to outsource their Liquefied Natural Gas (LNG) and oil needs to imports from the Gulf states of Qatar, Saudi Arabia, and the United Arab Emirates. This complacency evaporated in February 2026, following the joint US-Israeli Operation “Epic Fury” and the Iranian regime’s announcement of the closure of t

For the past 3 years, the world’s two largest economic powers – the European Union and the United States – have been locked in the same battle of tackling post-pandemic inflation. However, a trend has recently emerged: one of inflationary divergence, in which the transatlantic alliance is officially splintering. In Frankfurt, the mood is one of cautious optimism. The European Central Bank (ECB) forecast inflation at 1.9%  in February 2026, a shade under the bank’s official 2%

Japanese prime minister Sane Takaichi, leader of the long-ruling Liberal Democratic Party (LDP), won a landslide victory  in a snap election earlier this month. Takaichi’s conservative agenda, focusing on immigration, growth-first policies to boost productivity, and a desire to achieve “strategic autonomy” by amending Japan’s constitutional pacifist obligations, seems to have won the trust of voters. The LDP-led coalition won an enormous two-thirds majority, totalling 352 sea

Over the past year, Greenland has transitioned from a peripheral Arctic territory to a flashpoint in global geopolitics. As an autonomous part of the Kingdom of Denmark, the island's vast expanse, rich in rare earth minerals and strategically positioned amid melting ice caps, has drawn renewed U.S. interest under the second Trump administration. With climate change accelerating access to new shipping routes and resources, Greenland now embodies the intersection of national se

For decades, the United States has been the dominant global leader in technological output and diplomatic influence. With the most powerful military and the largest economy, the United States has shaped international affairs through alliance building and has long served as the model that many nations aspire to emulate. In 2025, however, social media feeds are inundated with stories about the increasingly negative outlook among younger Americans. A reported 97 percent of Gen-Z

For two decades China has powered global growth, contributing towards roughly one-third of the world's GDP expansion. That era is fading, as a combination of property weakness, aging demographics and weaker productivity is pushing China into a structurally lower growth path. The World Bank notes that potential growth is now on a “declining trend” unless deep reforms are implemented to shift the economy away from debt-fueled investment towards productivity and consumption.   W

In mid-November 2025, Iran seized an oil tanker in the Strait of Hormuz, a move that drastically increased tensions in one of the most strategically important maritime corridors in the world.  The Strait of Hormuz exists as one of the critical chokepoints for supplies of energy throughout the world, with roughly 20% of global oil flow passing through the strait.  Whilst Iranian authorities defended the move as a matter of national security, financial markets reacted immediate

The Chancellor's upcoming 26 November Budget comes at a moment of unusual economic fragility. Who is behind this story? Well it's Rachel Reeves, the Office for Budget Responsibility, businesses, consumers and economists such as former Bank of England chief economist Andy Haldane.  What we are seeing is a sharp slowdown in UK growth, with GDP only expanding 0.1% in the third quarter. When this occurred, matters as it came just weeks before the Budget, heightening the political

Addiction is a profitable business. Sugar, alcohol, drugs – we can’t pretend these (and many other addictive goods) don’t move substantial amounts of money. In fact, the alcohol, tobacco, and junk-food industries make around £53 billion every year from harmful consumption. Needless to say, addiction sells, whether we like it or not.  Despite countless initiatives to reduce the consumption of addictive goods, the demand for these remains constant. And as any introductory econo

With the UK economy predicted to experience a downgrade in productivity, Chancellor Rachel Reeves now faces a moral dilemma - should she break the Labour Party’s election manifesto pledge not to increase taxes on working people, or stay true to her party’s Promise? Since Labour’s return to power following the 2024 general election, the government’s key fiscal target of balancing the UK budget by 2029–30 has been met with unprecedented challenges. Initially, despite analysts p

US-China trade tensions have returned to the center of global economics in 2025, disrupting supply chains, reshaping inflation paths, and complicating central bank decisions. The world's two largest economies continue to clash over tariffs, technology restrictions, and strategic resources. As the IMF and WTO warn of the macroeconomic fallout, other countries are rethinking their trade strategies in response to the trade tensions. Tariffs, Controls, and Tit-for-Tat Moves The U

Democratic nominee Zohran Mamdani was recently elected as the 111th mayor of New York City, defeating former governor Andrew Cuomo and Republican nominee Curtis Sliwa in a landslide victory. The 34-year-old democratic socialist mayor-elect was born in Uganda to parents of Indian descent before moving to New York City during his childhood. Before announcing his candidacy for the NYC mayoral race in late 2024, he was a relatively unknown figure but had a clear vision for change

In recent days, Peru has undergone yet another major political crisis, resulting in the President being dismissed and replaced – once again. Though this may sound like heavy news for someone anywhere else, Peruvian politics has gone through so much in recent years that events like this are no longer a big deal. This leads to the question: how has an entire nation become so indifferent to political instability? To answer that, we would have to take a long step back in Peruvian

The unparalleled financial support that the Trump Administration gave to Argentine President Javier Milei represents one of those moments where global finance and politics meet. This was delivered not through multilateral agencies but directly via the U.S. Treasury. This support instantly calmed jittery markets, showing how (underwritten by American dollars) political will can temporarily override structural economic realities. This article examines the market consequences of

While the introduction of far-reaching tariffs by the world’s largest economy are wreaking havoc in economies across the globe, foreign...

Chinese government 10-year bond (CGB) yields reached an all-time low last month , hitting 1.59% on Feb 6th, 2025. This decline occurred...

As ‘Made in China 2025’ draws to a close and property-driven growth stalls, the question remains how China will continue to produce such...

After Trump’s re-election on November 5th last year and his subsequent inauguration on January 20th, the US President, with the aid of...

The words "Tariffs" and "Trump" have dominated headlines recently, leaving investors with mixed views on the market. With 10% tariffs on...