Our Insights

Late last year, The World Bank warned that Malaysia's retirement safety net was at risk – an example of how some emerging markets are rapidly catching up to the demographic issues developed countries already struggle with.

President Javier Milei signed a US trade deal that will open up Argentina's historically protectionist economy. Tariffs will be cut on categories including chemicals and machinery.

Canada and China recently reached an agreement that will see Beijing reduce tariffs on canola (one of the world’s most important oilseeds) and Ottawa allow greater market access to Chinese EVs.

Markets are digesting Donald Trump's pick to lead the Federal Reserve Board. Kevin Warsh will succeed Jerome Powell, whose cautious policy frequently resulted in the president’s criticism. Will Warsh live up to his reputation as an inflation hawk, or are his current views more aligned with the president?

The Central Bank of the Republic of Turkey has been a notable beneficiary of soaring gold prices.

In an increasingly fractured global economy, ASEAN policymakers have been discussing greater regional self-sufficiency: trading more within the Southeast Asian economic bloc, rather than relying on large external markets – i.e. the US.

The "bond vigilantes" are back in Japan amid Sanae Takaichi's plans to spend more and cut taxes. The Japanese prime minister is putting her policies to the voters in a Feb. 8 snap election, aiming to capitalize on the popularity of this agenda despite fatigue with her LDP party.

Recent developments in China-Japan trade relations have drawn attention. Rare-earth elements, magnets, chemicals and technology-related components could be affected.