Argentina

Economics

Politics

The Argentine government announced a change in its exchange rate policy and the Treasury will now intervene in the currency market to provide liquidity and defend the peso, Bloomberg reported Sept. 1.

Argentina: Businesses To Face Financial and Regulatory Volatility Amid Scandal, Elections

Europe

United Kingdom

Spain

Global Trade

Military & Security

Spanish Prime Minister Pedro Sanchez is in London for his first bilateral meeting with his British counterpart Keir Starmer, The Guardian reported on Sept. 3.

U.K., Spain: Sanchez and Starmer to Sign Strategic Agreement in London

Americas

The European Commission formally submitted the European Union-Mercosur free trade agreement for approval by member states, including safeguard measures aimed at easing opposition from critics such as France and Poland, Reuters reported on Sept. 3.

EU, Mercosur: EU Submits Mercosur Trade Deal for Approval

United States

On Sept. 2 a federal judge barred Google from entering exclusive contracts with other companies on the distribution of Google Search and several other of its products, but rejected the Justice Department's demand for structural remedies -- including the forced divestiture of Chrome or Android -- in the remedy phase of the landmark antitrust ruling made last year that found that Google held a monopoly and acted unlawfully to protect that monopoly in online search.

U.S.: Judge Orders Google to Share Some Search Data, but Rejects Breakup in Antitrust Case

Colombia

The Colombian government presented a tax reform bill aiming to raise 26.3 trillion pesos ($6.5 billion) to finance its 2026 budget and improve the country's finances, El Pais reported Sept. 1. 

Colombia: Presidential Tax Reform Proposal Unlikely to be Approved by Congress

China

North Korea

Russia

South Korea's central bank estimated on Aug. 29 that North Korea's economy grew by 3.7% in 2024, marking North Korea's fastest growth rate since 2016, Reuters reported on Aug. 29. 

North Korea: Economy Grows by 3.7%, Fastest in Eight Years, Aided by Russia

Brazil

Mexico

Mexico and Brazil signed several cooperation agreements on trade, healthcare, agriculture and energy during Brazilian Vice President and Trade Minister Geraldo Alckmin's visit to Mexico City, La Jornada reported on Aug. 28.

Brazil, Mexico: Economic Cooperation To Improve Bilateral Ties but Have Limited Business Impacts

Indonesia

Tens of thousands of workers and students staged mass protests in Indonesia's capital Jakarta and 38 other cities, demanding higher wages, tax relief, stronger anti-corruption measures and parliament's resignation, among other things, Bloomberg reported on Aug. 28.

Indonesia: Protests Occur in 39 Cities

The world is connected, but even the broadest topics deserve an individual look. Below are our latest and most relevant economics analyses.

Below are our latest and most relevant economics analyses.

Sub-Saharan Africa

Asia-Pacific

Eurasia

Middle East and North Africa

South Asia

Beyond Quantitative Easing

The New Silk Road

The Fate of the Eurozone

South America: Split Decisions on Trade

Banking

Commodities: A Cautionary Tale

Social Issues

European Disintegration

Russia's Internal Struggle

China in Transition

A Japanese Awakening

East African Integration

Snapshots

India

Participants of the Shanghai Cooperation Organization (SCO) Summit 2025 pose for photos in Tianjin, China, on Sept. 1, 2025.

Energy

U.S. trade uncertainty will help China deepen trade ties with its Central Asian neighbors and infrastructure ties with Russia, but its relations with India will remain inhibited by border disputes and differing defense priorities.

China Positions Itself as Growth Catalyst for Central Asia at SCO Summit

Columns

On Geopolitics

A portrait of former U.S. President Ronald Reagan is seen in the background as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House in Washington, D.C., on April 22, 2025.

Environment, Science & Technology

In just seven months in office, the Trump administration has pursued a series of highly unconventional economic policies that, taken together, amount to the deepest government interventionism into the U.S. economy of any president since the Reagan era.

The Visible Hand: Trump's Interventionism Reshapes American Capitalism

U.S.-China Relations

Assessments

A protest in front of police headquarters Aug. 31 in in Surabaya, Indonesia. Mass protests are poised to continue absent unlikely and large government concessions, but President Prabowo Subianto's position will remain secure.

While mass protests are poised to continue absent unlikely and large government concessions, President Prabowo Subianto's position will remain secure. 

Unrest in Indonesia Will Continue, but Not Dislodge the Government

A freight train carrying cargo containers rides along a railway track in Ajmer, India, on Aug. 26, 2025. 

While India will remain engaged in U.S. trade talks, a deal that secures relief from Trump's 50% tariff will remain elusive amid New Delhi's reluctance to reduce its agricultural protections and Russian oil purchases. 


U.S. Tariffs Strain India's Exports Amid Stalled Trade Talks

The Geopolitics of Trade

Geopolitical, security and environmental risks threaten to disrupt trade through crucial waterways, including the Bab el-Mandeb strait, the Suez Canal, the Danish and Turkish straits, and the Panama Canal.

The Geopolitics of Trade: Threats to Maritime Chokepoints Endanger Global Trade, Part 2

Diverse security risks threaten maritime chokepoints around the world, presenting unique challenges to international trade.

The Geopolitics of Trade: Threats to Maritime Chokepoints Endanger Global Trade, Part 1

Indian Prime Minister Narendra Modi and Chinese President Xi Jinping attend a meeting on May 14, 2015, in Xian, China. 

While Trump-era tariff pressures offer a new economic incentive for cooperation, Beijing and New Delhi are unlikely to fully normalize ties due to enduring strategic and security concerns.

Despite Modest Improvement, India-China Relations Face Enduring Challenges

The outside of the Federal Reserve Board building is seen in Washington, D.C.

If upheld, Trump's unprecedented dismissal of Federal Reserve Governor Lisa Cook could dent the U.S. central bank's credibility and fuel market volatility.

The Implications of Trump's Latest Attack on Fed Independence

Norway

The building housing Norway's parliament is seen on May 17, 2025, in Oslo.

The Sept. 8 vote could result in another left-wing coalition focused on welfare and climate, a right-wing coalition focused on tax cuts and oil production, or perhaps even an unprecedented grand coalition between the country's two largest parties.

Norway's Legislative Elections: Potential Outcomes and Their Implications

Global Elections

France

French Prime Minister Francois Bayrou speaks during a press conference in Paris on Aug. 25, 2025. 

In the likely case that the Prime Minister Bayrou loses the Sept. 8 vote, Macron will either have to appoint another weak government or call early legislative elections, prolonging political instability and heightening financial risks.

New Political Crisis Grips France as Bayrou Gambles on Confidence Vote

Guyana

A picture of the National Assembly building in Georgetown, Guyana, taken on Sept. 23, 2022.

No matter who wins Guyana's Sept. 1 election, the next administration will use oil revenue and foreign investment to increase social spending and infrastructure development.

Guyana's Election: Potential Outcomes and Their Implications

Saudi Arabia

Saudi Mining and Industry Minister Bandar Al-Khorayef addresses the Future Mineral Forum in Riyadh on Jan. 10, 2024. 

Despite recent deals, the kingdom's mining sector will struggle to secure the level of investment needed to accomplish its Vision 2030 goals, though certain minerals adjacent to oil production, like lithium, are poised for greater growth.

Economics

SITUATION REPORTS

Argentina: Businesses To Face Financial and Regulatory Volatility Amid Scandal, Elections

U.K., Spain: Sanchez and Starmer to Sign Strategic Agreement in London

EU, Mercosur: EU Submits Mercosur Trade Deal for Approval

U.S.: Judge Orders Google to Share Some Search Data, but Rejects Breakup in Antitrust Case

Colombia: Presidential Tax Reform Proposal Unlikely to be Approved by Congress

North Korea: Economy Grows by 3.7%, Fastest in Eight Years, Aided by Russia

Brazil, Mexico: Economic Cooperation To Improve Bilateral Ties but Have Limited Business Impacts

Indonesia: Protests Occur in 39 Cities

Forecasts

ANALYSES

SECTIONS

Explore

Subscribe

Help & Support