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Global Newsletter & Insights Series
President Xi Jinping achieved his three major objectives: a third five-year term as general secretary, no presumed successor, and a Politburo Standing Committee stacked with loyalists. The main political faction that might have exerted modest constraints on Xi, the Communist Youth League faction, was entirely shut out of the Standing…
In a rare move for any German chancellor, Olaf Scholz has unilaterally decided to keep all three remaining nuclear power blocks in service throughout the winter until April 2023. Meanwhile, at a gathering of European Social Democrats, Scholz called for renewed efforts to close a transatlantic trade deal between the…
China’s president has secured another term in office. Polls in Brazil have both presidential candidates at a technical tie. The Bank of Japan will likely stick to its ultra-accommodative policy. The European Central Bank is likely to revise TLTRO conditions. South Africa’s finance minister will present his medium-term budget statement.
Australia has recently experienced a spate of significant cyberattacks, with some of its largest companies targeted, and the data of millions of users compromised. As companies and governments look to navigate this increasingly complex problem, senior executives need to be well-prepared and proactive to stay ahead of cyber criminals. Brad…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News This week the Missouri State Employees’ Retirement System pulled all public equities managed by BlackRock, as Missouri become the latest conservative state to propose or implement rules…
This week, trade-related uncertainty in Mexico will continue as President Andres Manuel Lopez Obrador (AMLO) increasingly opts for loyalty over technical expertise. In Brazil, there was no clear winner in yesterday’s presidential debate less than a fortnight before the run-off vote. Chile marks three years since the mass protests and…
China’s president has opened the Communist Party congress. The new chancellor has reversed the UK government’s mini budget. Poll numbers are not expected to move significantly in Brazil. Russian strikes on Ukrainian infrastructure continue. Meanwhile, consumer price data will be published in Japan, government formation talks will begin in Italy,…
Prime Minister Liz Truss has sacked her chancellor Kwasi Kwarteng, replacing him with relatively centrist Jeremy Hunt, in a desperate bid to calm the pushback from her own backbench MPs, markets, and voters. The dramatic move constitutes a double-edged sword: it is both testament to the PM’s extremely precarious position…
The North Korean statement carried on state media on 10 October characterized the recent round of missile tests as simulations for tactical nuclear weapons strikes and dismissed the need for any dialogue or negotiation with “enemies,” meaning Washington and Seoul. The statement followed two overnight shorter-range missile launches into the…
Due to a series of factors – ranging from the long-term impacts of the pandemic to the ongoing effects of the conflict in Ukraine – the UK is currently exposed to a unique range of economic pressures. For the first time in 30 years, the country is operating in a…
Massive air strikes on critical infrastructure and civilians across Ukraine aimed to “punish” Kyiv for targeting the strategic Crimean Bridge and mitigate domestic criticism for military setbacks elsewhere. Russia’s failure to stabilize the situation on the frontlines is likely to prompt more escalatory and asymmetric measures targeting Ukraine and its…
Viktor Orban’s government is rushing with anti-corruption reforms not to lose access to more than 13bn of EU funds. An eventual compromise is likely, but Budapest’s access to EU funds will remain conditional on compliance with anti-corruption and rule-of-law reforms for the foreseeable future. While formally unrelated to EU funds,…
