Global Economics
Find economic insights and analysis on the latest geopolitical and macroeconomic developments and their local and global implications.
Global Daily: The Beautiful Great Game
Yesterday saw the regular schtick where Middle East worries lose to more positive narratives; but the narrative on the Great Game in the background is shifting rapidly.
Exclusive Milk protein scarcity challenges Australian dairy’s cheese-centric model
For Australia's dairy sector the key strategic challenge is determining what mix of products creates the greatest value from an increasingly scarce pool of dairy protein.
Feeding the future: The coproduct that determines how far Australia can scale crushing
Where should Australia crush canola once meal is also treated as core to the economics?
Exclusive Banxico Post-Decision Report: Pledge to hold
Banxico left the policy rate unchanged at 6.50% on August 6.
Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.
Global Daily: Financial Fort Sumter
US equity markets approached record highs yesterday as traders basked in the afterglow of Donald Trump’s decision to (again) call off Iran strikes in favour of diplomacy.
Global Daily: Groundhog Day
It’s Monday morning again and it feels like Groundhog Day as I sit down to write that the US President has (again) halted strikes on Iran...
Exclusive The Only Way Out is Through
The EU strengthens its industry and reduces dependencies
Plans to strengthen the European industry and reduce foreign dependencies are becoming more concrete and coherent, but much needs to be done to make these reality.
All talk and no hike
Today’s FOMC meeting was all talk and no action.
Global Daily: Circle of Life
Active Brent crude futures fell by almost 5% yesterday as the US extended its pause on striking Iran...
Talking about hikes
We expect this week’s FOMC “family fight” to center on rate hikes, but we do not expect the Committee to make a decision just yet.