Global Economics
Find economic insights and analysis on the latest geopolitical and macroeconomic developments and their local and global implications.
Exclusive Global aquaculture update 1H 2026: Despite geopolitical tensions, there is optimism in seafood markets
Tight salmon supply may lift prices, shrimp stays firm despite inventory limits, and fish meal prices hold high amid Peru’s low quota and weaker soymeal correlation.
Exclusive Banxico Preview: Hawk Heath Succeeds?
We expect Banxico to hold the policy rate at 7.00% at the February 5 meeting, which would mark the first pause after 12 consecutive cuts.
Exclusive Energy Charts of the Week
February 2nd update to our Energy Charts of the Week Series.
Global Daily: What's the Warsh that could happen?
The DXY is dealing firmer this morning and precious metals continue to be flogged like the family silver after Donald Trump confirmed the nomination of Kevin Warsh...
Eurozone economy defies tariffs and turmoil
Eurozone GDP grew 0.3% q/q in the final quarter of 2025, outperforming expectations. This lifts the growth rate for 2025 to 1.4% y/y after 0.8% y/y in 2024.
Euro appreciation does not warrant a policy response yet
We still expect the ECB to stay on hold throughout 2026. Lagarde may try to slow the euro’s momentum a bit with verbal intervention.
New Zealand agribusiness outlook 2026: Playing on the new global board
Global politics, shifting markets, unpredictable weather, and fast‑moving trade dynamics – 2026 may reshape the game for New Zealand agribusiness.
Exclusive Global pork quarterly Q1 2026: Industry takes a cautious approach to growth; refocused on productivity
Global pork markets in 2026 are defined by tightening herds, shifting trade policies, and persistent disease pressures.
Time to tap the brakes?
The Reserve Bank of Australia’s policy rate board will announce its first policy rate decision for 2026 on the 3rd of February.
Global Daily: TechnoFEDalism
The US Federal Reserve’s rate setting committee left the Fed Funds rate unchanged at 3.50-3.75%...
Let the data light the way
As widely expected, the FOMC kept the target range for the federal funds rate unchanged at 3.50-3.75% at the January 27-28 meeting.
Exclusive Bank of Canada Post-Decision Report: It's so over
The Bank of Canada released its decision to maintain the overnight policy rate at 2.25% at the January 28 meeting.