Brazil and the pendulum swing of shifting tariffs
Trump is doubling down political pressure on Brazil to get what he wants, at the cost of trade flows between the two nations.
More rate cuts for England? Too early to call
The Bank of England cut its key interest rates despite inflation steadily creeping up. Its optimism seems to be paying off, but it is too early to be relieved.
Outsized German borrowing continues to derail the economy
While increasing debt levels are reason to look closer at government finances, missing public investment is the real danger in the years to come.
The Eurozone flip
Greece is repaying its debt ahead of schedule and Italy is getting upgraded by Moody’s. Meanwhile, France lost another rating nudge and Germany’s economy remains frozen. It looks like the future in the Eurozone is somewhere else than it used to be.
China state-owned factories lead the charge
State-owned Chinese firms carry the heavier burden of keeping the country’s manufacturing sector on high growth mode. Is this sustainable?
India treads a diplomatic tightrope
India must tread carefully as it navigates a balance between geopolitical relations with the US and China, which has been soured by its entanglements with Russia.
Summer ends, prices rise: Japan’s uptick in inflation
With subsidies expiring, core prices climbing, and the Bank of Japan hesitating to tighten rates, investors must now navigate an economy where both policy and price dynamics are shifting all at once.
Global Quarterly Q4 2025
On behalf of our team at Lundgreen’s Investor Insights, we wish you a happy holidays!
Next Week in China: 22-26 December 2025
Next week will be relatively quiet on the data front as the holiday season approaches. The Hong Kong Exchange will operate half day on 24 December, while trading will be closed on 25 and 26 December.
Sound Economies with Mel & Peter: 18 December 2025
The German government wants to attract private capital with a EUR 130 billion investment fund, but we disagree with this strategy. On our last episode for 2025, we take the latest US jobs report as another confirmation of the economy’s... Read More →









