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Global Newsletter & Insights Series
A new wave of Covid-19 lockdowns will further damage household consumption, but recent adjustments to "dynamic zero" will minimize the impact on manufacturing supply chains. Contrary to earlier forecasts, it now appears increasingly doubtful that authorities will move immediately to exit from zero-Covid following the 20th Party Congress in October.
EU energy ministers will likely move further towards an electricity price cap. Elections will be held on various sub-national levels in Russia. New lockdowns will deal a fresh blow to Chinese household consumption. Kenya’s supreme court has rejected the appeal against the presidential election results. Nigeria will not go ahead…
Details about Ukraine's counteroffensive in the Kherson region remain sparse due to Kyiv's request for operational silence. However, the success/failure of the military operation might have profound political and military implications for both sides and shape the trajectory of the war. A series of Ukrainian strikes on the bridges over…
This week, there is apprehension in Brazil about the politicization of tomorrow’s Bicentennial Independence Day military parades. Chile’s constitutional reform process is not over despite the overwhelming rejection of the new constitutional draft by voters last weekend. In Argentina, the attempted assassination of Vice-President Cristina Fernandez (CFK) will keep political…
A recuperating Prime Minister Kishida responded humbly to the two-pronged scandal that has burst his cabinet’s net approval ratings since the death of Shinzo Abe. Kishida promised to cut ties between LDP Diet members and the controversial Unification Church and sought to better explain his decision to grant a costly…
Ukraine has launched a counteroffensive in the south of the country. The EU is moving towards electricity market intervention. Meanwhile, Sri Lanka’s president will present an amended budget, the Czech government is set to survive a no-confidence vote, and voters in Chile are widely expected to back the new draft…
It has been around 100 days since Australia’s federal election on 21 May, delivering Prime Minister Albanese and Labor into government. As the government and broader public reflect on its performance to date, Teneo speaks with three esteemed experts to discuss how the Albanese government has performed across politics, the…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News BlackRock and nine European financial services firms, along with nearly 350 individual mutual funds, have been barred from doing some business in Texas after it determined that these companies were…
EU governments are doing their best to prepare for a winter of lower Russian gas supplies, but global price dynamics might strain European economies. National-level measures to protect consumers and firms will remain the default response, although their growing cost will increase the popularity of policy options such as windfall…
President Cyril Ramaphosa remains under pressure from the Phala Phala ‘farmgate’ scandal; the investigations by the public protector investigation and the South African Reserve Bank (SARB) are the main signals to watch. His finance minister stands newly accused of alleged sexual harassment. While nothing may happen while the case proceeds,…
Now that the new gas surcharge has been fixed at 2.4 cents per kWh, its introduction looming on 1 October has triggered political debate about ways to support consumers, prevent political pushback, and maintain broad support for Ukraine. The levy will start at the lower end of a politically contested…
July economic data showed the economy weakening across the board, raising difficult choices for policymakers about whether to backslide on earlier promises to avoid "supersize" stimulus. Interest-rate cuts have failed to revive credit demand, due to the combination of collapsing public confidence in the housing market and the ongoing impact…
