Commodities Chart Pack Commodities Chart Pack (February 2025) Trump’s curveballs have limited sway in oil markets With oil prices back to where they were at the start of the year, the oil market has offered a collective shrug to the geopolitical curveballs... 10th February 2025 · 1 min read
Canada Economics Weekly Canada Weekly: Trump aggression sparks long-term re-think The aggression shown towards Canada by President Donald Trump this week has raised big questions around the country's future in three key areas: trade, investment and defence. While some of the plans... 7th February 2025 · 5 mins read
Latin America Economics Weekly Latin America Weekly: Tariffs paused, Milei & the cepo While Mexico avoided a 25% US import tariff on Monday with a last minute deal, the threat hasn’t gone away. Were a 25% tariff to come into force, that would tip the economy into recession. And the... 7th February 2025 · 5 mins read
Event Drop-In: What Trump’s tariffs mean for Asian economies and markets 1744268400 The escalation of tariffs by the US and China now threatens to rupture the flow of trade between the world’s two largest economies.
Event Drop-In: German election 2025 – The new government’s domestic and global challenges 1740391200 Will the federal election outcome bring any clarity to Germany’s existential economic and political questions?
Event Drop-In: Trump’s reciprocal tariffs – China retaliates and the market’s response 1743773400 With news of China’s retaliation to Donald Trump’s reciprocal tariffs deepening market misery, senior economists from our Global, China, Europe and Markets teams hosted this s
Event Drop-In: Has the judiciary just crippled Trump’s tariffs? 1748527200 A court ruling against the administration has thrown Trump’s flagship tariffs into legal uncertainty, potentially disrupting the White House’s efforts to levy duties on US tra
Event Drop-In: The escalating trade war and its economic and market effects 1744205400 China’s additional retaliatory tariff of 50% on US imports marks another worrying escalation in the trade war between the world’s two largest economies.
Event Drop-In: US-China tariffs rollback – Does this mark a lasting ceasefire in the trade war? 1747058400 Markets have received a boost from news that the US and China have agreed to a significant rollback of tariffs.
Asia Economics Weekly Asia Weekly: What would a global trade war mean for Asia? Donald Trump’s 10% tariffs on China (along with those threatened for Mexico and Canada) could prove to be the start of a protracted trade war. Other countries in Asia could benefit if penal tariffs... 7th February 2025 · 7 mins read
Middle East & North Africa Economics Weekly MENA Weekly: Trump muddles the US’s relations with MENA President Trump’s comments on Gaza risk straining relations with the Gulf and will work against his aim of expanding the Abraham Accords to include a normalisation of Saudi-Israel relations. Meanwhile... 6th February 2025 · 7 mins read
Africa Economics Update Mozambique’s sovereign debt outlook is perilous Mozambique’s post-election woes are mounting after another reported delay to one of its key natural gas projects. And this has led to increasing talk that the government may seek to restructure its... 6th February 2025 · 4 mins read
US Rapid Response US International Trade (Dec. 2024) The trade deficit ballooned to a 3-year high of $98.4bn in December, up from $78.9bn, as imports surged by 3.5% and exports fell by 2.6%. The strength of imports appears largely driven by businesses... 5th February 2025 · 2 mins read
Canada Rapid Response Canada International Trade (Dec. 2024) The surge in exports in December and recent improvement in the export order survey indicators add to the evidence that the economy was picking up momentum at the end of last year. The prospect of US... 5th February 2025 · 2 mins read
Climate Economics Update Solar take-up in Saudi will be felt in global oil markets The renewable rollout in Saudi Arabia is set to accelerate on the back of cheap solar panel imports from China. Given that Saudi Arabia is one of a few countries that directly burns crude oil for... 5th February 2025 · 3 mins read
