Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
Global Daily: Massive Life Support
“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...
Up and down we go
Oil markets are experiencing extreme volatility, reacting to every new – often conflicting – signal from the White House on the war’s outcome.
Global Daily: The Little Red Hen
Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...
Global Daily: Give Peace a Chance
It was TACO Tuesday again in the United States this week as President Trump announced that he was pausing Operation Freedom “for a short period”...
Governor Powell
As widely expected, the FOMC remained on hold.
Australian farmland price outlook 2026: Growth of farmland values expected to ease amid tight on-farm margins
Outlook for Australian farmland values shows stabilisation in 2025 and a shift to moderated growth, with grazing gains, softer arable prices and low single-digit growth.
Powell's Farewell Tour
The FOMC is widely expected to remain on hold at the April 28-29 meeting.
Exclusive Global pork quarterly Q2 2026: Conflict in the Middle East brings limited near-term impact but potential longer-term risks
Indirect risks from Middle East tensions, rising input costs, and shifting China and EU production dynamics are reshaping margins and trade in global pork markets.
Global Daily: Schrodinger's Market
Erwin Schrodinger famously proposed a thought experiment to illustrate the apparent absurdity of quantum mechanics when applied to the macroscopic world...
New Zealand Economic Update: April 2026
This report provides an update on the New Zealand economy as at April 2026.
Global Daily: Master and Commander-in-Chief(?)
Financial markets are back in a risk-off mood today following news over the weekend that US-Iran peace talks ended without agreement...
Brazil agribusiness quarterly Q1 2026
Read the latest on Brazil’s key agribusiness sectors, including soy, cotton, corn, beef, coffee, orange juice, and pulp, alongside insights into the impact of US tariffs.