Global Economics
Find economic insights and analysis on the latest geopolitical and macroeconomic developments and their local and global implications.
Biofuels could strengthen Australia’s fuel security and create new markets for farmers
Turning locally produced feedstocks into biofuels could help Australia lower import dependence, improve resilience to supply shocks, and create new markets for farmers.
Global Daily: All The News That is Not Fit to Price
Political and geopolitical developments again stole the headlines over the weekend, with attendant market implications...
Exclusive Banxico preview: Wait and see
We expect Banxico to hold the overnight rate at 6.50% when it announces its decision on Thursday, September 24.
Eurozone inflation is re-energized
Higher energy prices drive Eurozone inflation higher. The immediate rebound is energy-driven, but higher energy and distribution costs also feed into core inflation.
Another ECB hike is now more likely than not
We forecast an additional ECB hike to 2.75% in December on the back of higher energy price forecasts.
France: Le Pen would bring fiscal uncertainty and friction with EU
Polls indicate that Le Pen could win the race for the French presidency. Subsequent parliamentary elections could extend uncertainty through spring.
The Fed's Declaration of Independence
Today the FOMC unanimously decided to raise the target range for the federal funds rate by 25 bps.
Exclusive East-West, in this crisis, no rest
Middle East escalation threatens key Saudi oil routes, deepens global supply risks and drives sharp upgrades to oil, diesel and gas price forecasts into 2027.
Can Brazil’s agricultural exports surf the coming geopolitical waves?
Brazil has become an export powerhouse for agricultural commodities over the last 20 years but must now deal with concentrated destinations and geopolitical tensions.
Brazilian coffee monthly update: August 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Global Daily: Coalition of the Exceedingly Reluctant
US 10-year bond yields briefly topped 5% on Monday as crude oil prices continued to move higher and overnight index swaps implied a higher chance of a Fed rate hike...
Global Daily: Willy Wonka and the Compute Factories
Oil prices are rising again on news of the shutdown of Saudi Arabia’s East-West pipeline following drone strikes, and the Houthis’ seizure of strategic locations...