The Trump effect on Brazil’s economy
The return of US President Donald Trump introduces significant uncertainty to the global economic landscape. The promises made during his campaign suggest substantial changes to US foreign policy, immigration regulations, and fiscal policy in the coming years. These shifts could... Read More →
A breakthrough for Indian bonds
Exciting times are ahead for India’s bond market as it made it to the bond indices of JPMorgan and Bloomberg for emerging market economies in 2024, virtually a global pat on the back that would raise yields on debt securities... Read More →
Japan rising from negative interest rates
Japan made history for implementing negative interest rates as a long-term intervention to prop up its aging economy. It recorded another milestone when the Bank of Japan (BOJ) raised interest rates from -0.1 per cent to a 0-0.1 per cent... Read More →
China confronts a new tariff war
China’s duel with some of its biggest trading partners has intensified anew as they unleash fresh tit-for-tat tariffs on exports, a repeat of heightened trade tensions that began in 2018 with the US. The renewed trade war in 2024 now... Read More →
Will Trump’s tax cuts fix the US’ middle-income squeeze?
Former US President Donald Trump’s impending return to the White House has created a sense of familiarity and heightened volatility for the global financial markets. Trump is set to return as the 47th US president on 20 January 2025. His... Read More →
Malaysia invests in developing GVCs for future growth
For the past few decades, Malaysia’s cross-border trade has been supported by the migration of technological know-how, high-skilled physical labour, capital investment, as well as raw materials and goods. These had positive spillover effects on international trade that strengthened the... Read More →
Navigating Uncertainty: The US Presidential Race and Its Impact on Brazil-US Relations
If anything, the 10 September US presidential debate has only revealed how the race is more uncertain than ever. Some polls point to a win of Vice President Kamala Harris, with around 48 per cent chance of winning according to... Read More →
Re-assessing the US Budget Deficit
The first US presidential debate for the November 2024 polls shed little light on the elephant in the room: the federal budget deficit. If further tax cuts are to be on the economic agenda, the US shall run annual fiscal... Read More →
US faces historic shake-up in 2024 presidential polls
What’s shaping up like a déjà vu moment quickly shifted into a history-making election season in the US. It will be a thrilling next few weeks as the US heads into another presidential election. What would have been a repeat... Read More →
Brazil’s quest for a balanced budget
Even with a steady increase in revenues, Brazil’s federal government accounts closed the first half of 2024 with a deficit of BRL 70.6 billion (USD 12.7 billion), a 66 per cent increase compared to last year’s first semester, as shown... Read More →