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Macro at a glance Washington is once again asserting its influence across the globe, using methods that may be questionable. In Venezuela, the removal of Nicolás Maduro has led to the enactment of laws allowing for the immediate privatisation of oil; however, the physical reality of degraded infrastructure has resulted in muted recovery in production, with major companies like ExxonMobil (XOM) retaining a cautious stance despite the legal framework. This intervention had a d

Macro at a glance The trade agreement between the EU and Mercosur became a hot topic in global trade in December, illustrating how politically fragile liberalisation remains in a world already plagued by reshoring and tariff risk. Even after significant progress, the signing has been postponed until January 2026, with leaders facing intense domestic pressure, particularly from the agricultural sector, which fears competition from imports and non-equivalent standards (called r

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...

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

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

Macro at a glance The mid-June escalation between Iran and Israel, triggered by Iranian missile attacks and subsequent U.S. airstrikes on...