The New Exports Orders component of Taiwan’s Electronics & Optical Parts PMI is sending a warning about the global trade outlook. The index lost nearly 7 points and fell deeper in contractionary territory to 34, marking…
BCA Research’s Geopolitical Strategy service concludes that the US-China confrontation over Taiwan could cause a dramatic escalation in strategic tensions. Speaker of the US House of Representatives Nancy Pelosi arrived…
The Global Manufacturing PMI declined to a two-year low of 51.1 in July, from 52.2 in June indicating that global economic activity continues to lose momentum. Notably, manufacturing output stagnated in July, after having briefly…
Executive Summary Biden Can Take Risks Ahead Of Midterms News reports suggest House Speaker Nancy Pelosi will travel to Taiwan and meet with Taiwanese President Tsai Ing-wen in the coming days. China has promised military…
The Politburo, China’s top decision-making body, held its quarterly meeting on Thursday to assess the country’s economic performance and set the priorities for the remainder of the year. Notably, the meeting follows…
Executive Summary Italy’s right-wing alliance, led by Brothers of Italy, will likely outperform in the upcoming election. The new government will prioritize the economy, posing a risk to the EU’s united front…
The Indian rupee has lost nearly 7% of its value versus the US dollar since the start of the year. Surging commodity prices pushed India’s trade deficit to new lows in June. Meanwhile, portfolio outflows weighed down on the…
Executive Summary If a loss of wealth persists for a year or more, it hurts the economy. The recent $40 trillion slump in global financial wealth is larger than that suffered in the pandemic of 2020, the global financial crisis of…