Japan’s looming post-election tensions and market fragility
Shigeru Ishiba’s sudden resignation has left Japan astray. Fiscal strains, policy shifts from the Bank of Japan, and populist pressures stemming from anti-immigration protests to the rise of an ultra-conservative faction may fire up investor uncertainty.
Next Week in China: 22-26 September 2025
Major data releases for Mainland China will be minimal as we come closer to the month’s end, with only three in the pipeline.
Sound Economies with Mel & Peter: 18 September 2025
The US Fed has delivered its first rate cut for 2025 — smaller than what we saw needed, but affirms our view that a tighter job market is now a bigger concern than inflation. We also look at lower credit... Read More →
Tariffs backfire on the US in a grand manner
The US is learning a lesson the hard way as the intensified tariff war it waged against China and the rest of the world has inflicted more pain at home relative to its targets.
Brazil’s economy heats up, and so do political and fiscal tensions
While global central banks hold steady, Brazil is charting its own path as it raises rates, battles inflation, and tests investor confidence.
Welfare woes hounding Britain
The UK is battling several fires at once, with possibilities of high domestic living costs rising amid a worsening global trade war. Can the government soften the blow by signing new trade deals?
Germany’s autumn may not be as vibrant
The global economy is changing rapidly, though the German export-dependent economy is lost behind – only huge reforms can solve the problems.
Tourism in Europe is high this year, but that’s about it
Southern Eurozone member-states will benefit in the short term from ever-growing mass tourism, but it is hard to say that anything has fundamentally improved during the last year.
China changes gears to Latin America
China is working quickly on opening wider trade routes with Latin America, a tactical move to broaden its export markets in the face of highly volatile trade with the US.
India emerges a quiet winner
India’s growth blazes ahead of its peers, with the local manufacturing sector unshaken by global trade disruptions.