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Argentina stabilisation plan will prove challenging

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ARGENTINA

With Milei now predicting six months of stagflation and up to two years to reduce inflation from triple digits, dollarisation appears to have been shelved. Instead, he seems…

Kenya finance bill reflects fiscal consolidation drive

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KENYA

President William Ruto wants to use this bill to increase government revenue to help manage the difficult fiscal situation. However, the bill’s critics warn it may aggravate an…

Oil price moves have limited impact on wider inflation

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INTERNATIONAL

In reality, the oil price has less influence on inflationary trends and expectations today than in earlier decades, partly because central banks have greater credibility and…

Ships’ safety off Yemen will depend on US-UK air power

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INTERNATIONAL

A US-led coalition has struck targets in Yemen in response to uncrewed aerial vehicle (UAV) and missile attacks on ships in the Red Sea and Gulf of Aden, targeting both commercial…

Nigeria will struggle to boost food output

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NIGERIA

This is up from nearly 19 million people in 2023. The crisis has worsened in recent weeks with major food and cost-of-living protests erupting across several states, as well as…

Commercial property poses risks for narrow focus banks

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EUROPE

Banks in larger EU states are heavily exposed to European and US CRE markets, which have further to fall in 2024. Writedowns are underway, dealing a blow to sentiment and harming…

Jordan’s foreign policy will echo domestic Gaza risk

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JORDAN

The Israel-Hamas conflict looms large in Jordanian public opinion, presenting possible domestic challenges to the government. It also places pressure on core foreign policy…

A US trend of multi-use sports stadiums will expand

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UNITED STATES

The convergence of the sports, media, entertainment and hospitality industries and the emergence of private equity multi-sport investors is driving unprecedented investment in…

ECB and Fed to delay rate cuts to sustain disinflation

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EU/US

Disinflation is underway on both sides of the North Atlantic, but it is not yet deeply entrenched, giving both central banks a reason to delay cuts. The ECB must contend with…

South Korean politics will be less certain

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SOUTH KOREA

Meanwhile, the leader of the opposition and a ruling party lawmaker have been hospitalised after serious assaults (in the former case, politically motivated). There are also…