Geopolitics
Exclusive What if Ukraine joins the EU? An exploration of the impact on European food and agriculture
Ukraine’s accession will integrate a vast agricultural sector into the EU, creating both opportunities and risks for European food and agriculture.
Global Daily: Harbingers
An Iran peace deal is struck and the parties are reportedly set to sign on Friday of this week...
Rate cuts are moving further into the future
At Kevin Warsh’s first meeting as Chair, the FOMC is likely to remove the easing bias from the statement and drop the 2026 rate cut from the dot plot.
Exclusive 103 Days, 38 Peace Deals
We cut oil forecasts on weak China demand, see softer US gas near term but keep LNG constructive as tight supply and limited flexibility support winter prices.
Higher food prices in Europe are only a matter of time
Higher energy costs are feeding into the food chain, pointing to renewed food inflation in Europe, with the main impact expected in 2027.
Economic Quarterly The Netherlands June 2026: Middle East crisis causes economic pain, but no recession
The ongoing crisis in the Middle East continues to dominate the economic outlook, causing disruptions to energy markets and supply chains worldwide.