Category: Global Economy
Global Economy Endures War Shock—So Far
An overall resilient world economy masks significant differences among countries and regions. Energy importers and countries with limited policy space are most vulnerable. Read More Here
Critical minerals are reshaping global trade as demand surges
As the global economy shifts towards cleaner energy systems, electrification and digital technologies, trade in critical minerals has become central for development in an international context of strong industrial policy and geopolitical competition. Read More Here
The Iran Stalemate Could Be the Next Oil Supercycle Trigger
Oil prices could rise sharply in the second half of the year, as emergency stockpiles are depleted, global inventories fall, and Middle Eastern supply disruptions persist. Read More Here
Geoeconomics, Rediscovered
Around the world, the line between economic policy and national security is disappearing. Read More Here
America Has Lost Its Leverage Over China
How Trump and Xi could cement Beijing’s advantage for years to come. Read More Here
Will the energy crisis hit global economy harder than Covid?
Emergency reserves are cushioning the blow for now, but if Iran war drags on, shortages will quickly spread misery worldwide. Read More Here
Global markets brace for rate hikes as Iran war and US$100 oil stoke tightening fears
The European Central Bank has become more hawkish, reverting to wording that analysts say often precedes interest-rate increases. Read More Here
Gold’s center of gravity moving from West to East
As payment systems shift and reserves diversify, bullion is leaving Western hubs for Asia in a quiet reordering of monetary power. Read More Here
looking beyond borders 