Search results

Tokyo’s approach to Washington will be dual

Location:

JAPAN

Tokyo is pursuing a dual strategy ahead of the US election in November: to deepen Japan's ties with the Biden administration, while also keeping open channels with Trump and…

Hamas conflict will heighten vigilance in Seoul

Location:

NORTH KOREA/SOUTH KOREA

These include border surveillance, human intelligence and Pyongyang-Hamas links. Joint live-fire exercises with US forces on October 25-27 were billed as targeting “large-scale…

Central bank policies diverge amid political strains

Location:

INTERNATIONAL

This creates a clear contextual divide, ahead of consequential European Parliament, US and UK elections in 2024. The inability of the central banks to forecast inflation or growth…

Drought could be a defining issue in Spanish elections

Location:

SPAIN

April was the hottest and driest month since records began in 1961. Drought is harming agricultural production and pushing up food prices; it has become a key issue ahead of…

'Brexit' fallout could hit EU financial assets widely

Location:

EU

The potential fallout from 'Brexit' on both UK and EU-wide financial assets.

US Fed faces long-term COVID-19 challenges

Location:

UNITED STATES

In responding to COVID-19, the Fed, working with the Treasury, is making massive fiscal interventions. Congress has also appropriated 3 trillion dollars in aid so far.

Expanded ECB toolbox will be severely tested

Location:

EU

The ECB stopped buying more government bonds under the pandemic-emergency-purchase-programme (PEPP) at the end of March and the asset-purchase-programme (APP) on July 1. Spreads…

Low inflation dilemma deepens for central banks

Location:

INTERNATIONAL

Review of central bankers' annual Jackson Hole retreat.

Dollar pressure will persist on emerging market assets

Location:

INTERNATIONAL

The dollar has fallen by 2.5% since August 15 and trade-weighted emerging markets (EMs) exchange rates have been flat on average since that date, having lost 11.3% in the year to…

Fed hike raises risk of a politics-led market downturn

Location:

INTERNATIONAL

The probability of a rise in interest rates has shot up to around 90%, from 40% at the end of February, on stronger-than-expected inflation and economic activity. In the…