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Macro at a glance In November 2025, Japan's economic narrative was shaped by the formalization of the "Takaichi Doctrine", as the Cabinet approved a substantial ¥21.3 trillion ($135 billion) stimulus package aimed at combating stagflation. This aggressive fiscal expansion exceeds initial market estimates and clashes directly with the Bank of Japan's efforts to normalize rates amid 3% inflation and a Q3 GDP contraction. This policy divergence has created a bifurcated market. T

Macro at a glance On October 26, Argentina held midterm legislative elections that served as a critical, make-or-break referendum on President Javier Milei's radical "shock therapy" economic program. Against pre-election polling that suggested a weakening of his support, and following a destabilizing provincial election defeat in September , Milei's La Libertad Avanza ( LLA ) party secured a decisive nationwide victory, winning approximately 41% o the national vote. The marke

Brunello Cucinelli store New Bond street, London Macro at a glance On 17 September, Riyadh and Islamabad signed a mutual defence pact...

Source: Presidencia via La Voz de San Justo Introduction Argentina’s economic reform drive under President Javier Milei has reached a...

In recent months, it has to be acknowledged that tariffs have taken center stage in economic and political discourse: it is not only...

Macro at a glance Donald Trump’s meeting with Vladimir Putin in Alaska on 15 August ended without a ceasefire, despite Trump’s early...

Introduction These days, it feels like we are talking about just one number when it comes to public finances: the debt-to-GDP ratio....

Macro at a glance A whirlwind of recent diplomatic activity has reshaped key global trade relationships, with the United States forging...