Author: Editor
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January 2026
January was a busy month, with the country gearing up for elections. Khaleda Zia, the BNP Chairperson, a towering figure in Bangladeshi politics, died on December 30, passing on leadership to her son, Tarique Rahman. Election campaigning also began this month. On the economic front, the World Bank has estimated a fall in GDP growth…
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January 2026
Iran has entered 2026 in open systemic crisis. What began on 28th December as economically driven unrest has evolved into a nationwide political confrontation between state authority and social endurance. The collapse of confidence has been accelerated by three overlapping shocks – a currency and banking rupture, a prolonged digital blackout that paralysed daily life…
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January 2026
Iran has entered 2026 in open systemic crisis. What began on 28th December as economically driven unrest has evolved into a nationwide political confrontation between state authority and social endurance. The collapse of confidence has been accelerated by three overlapping shocks - a currency and banking rupture, a prolonged digital blackout that paralysed daily life…
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January 2026
January begins with Cairo navigating an expanded diplomatic portfolio while the core structural pressures identified in December remain unresolved. Brussels has shifted from economic reticence to reinforced partnership. It has done this through a multi-billion Euro financing framework, embedding economic support in a deeper political dialogue with the European Union. Domestic political theatre continues around…
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January 2026
January begins with Cairo navigating an expanded diplomatic portfolio while the core structural pressures identified in December remain unresolved. Brussels has shifted from economic reticence to reinforced partnership. It has done this through a multi-billion Euro financing framework, embedding economic support in a deeper political dialogue with the European Union. Domestic political theatre continues around…
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January 2026
Mexico ends the year with a mix of quiet shifts and lingering risks. Sheinbaum is recalibrating - softening her stance in areas where investor confidence matters most, while doubling down on symbolic control in others. The assassination of Mayor Carlos Manzo back in early November triggered federal troop deployments and drew fresh scrutiny from the…
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Russia Macro Brief: December 2025
Zelenskyy is working his magic – the new US-Ukrainian 20-point peace plan is vastly more sensible than the prior US 28-point plan and European re-work. There are clear efforts to address the crucial, central impasse for both sides – a Ukrainian security guarantee against Russian aggression, and a Russian security guarantee against NATO encroachment.… Read…
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Vietnam Macro Brief: December 2025
Mid-December trade data showed total imports-exports hit $883.72Bn, with full-year figures likely to hit $920Bn, 16.9% growth YoY. Despite tariffs the US trade deficit with Vietnam continues to grow, with November data showing $121.6Bn, up 27.5% versus the same 11-month period in 2024. CPI only creeping upwards whilst core inflation creeps downwards, headline policy rate…
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Argentina Macro Brief: December 2025
Argentina: December 2025 December was not about headlines. It was about admission. The Central Bank finally acknowledged what markets had been signalling for months: the FX anchor was no longer fit for purpose. Inflation was easing, unemployment was improving and reserves were holding - but the framework holding them together was under strain.… Read the…