Author: Editor
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Philippines Macro Brief: December 2025
Inflation falls back to 1.5%, still beneath the 2-4% target band. As predicted, the central bank cut the key rate by 0.25%. Trade deficit is narrowing, but don’t judge too soon. Mixed news this month; positive in some areas, negative in others. We’re neither especially bearish, nor bullish – but it is clear that the…
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Chile Macro Brief: December 2025
Chile Macro Brief: December 2025 December marked a decisive turning point for Chile. Politically, the 14th December runoff ended months of uncertainty with a clear rightward shift under José Antonio Kast. Monetarily, the Central Bank pivoted from caution to action, cutting rates as inflation fell faster than expected. On the surface, it was a clean…
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December 2025
The interim government has finally announced the date for next year’s national elections, as well as a national reform referendum. BNP interim chairperson Tarique Rahman has stressed on the importance of the rule of law being the cornerstone of effective democracy in Bangladesh. For the third time this year, the Asian Development Bank has reduced…
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December 2025
Kazakhstan ends 2025 with its diplomatic compass spinning and its domestic controls tightening. In a single month, Tokayev has touched every axis of influence from Japan to Iran, Brussels to Moscow. He’s not just balancing East and West, but actively sequencing alliances. This isn’t passive multi-vectorism. It is precision choreography. At home, the posture has…
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December 2025
Kazakhstan ends 2025 with its diplomatic compass spinning and its domestic controls tightening. In a single month, Tokayev has touched every axis of influence from Japan to Iran, Brussels to Moscow. He’s not just balancing East and West, but actively sequencing alliances. This isn’t passive multi-vectorism. It is precision choreography. At home, the posture has…
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Indonesia Macro Brief: December 2025
Trade surplus continues its decline, with October’s figures failing to hit forecasts. Bank Indonesia (BI) held the benchmark rate once again, as we predicted – and we’re glad to see it. Whilst BI may have steadied the ship inflation-wise, we’re concerned that external forces that are eroding the trade surplus will have deeper negative effects…
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Taiwan Macro Brief: December 2025
Taiwan ends the year with policies anchored, inflation low and the exchange rate under control. But listen closely, and you will hear that the tone has sharpened. The Central Bank isn’t blinking, but it is watching the currency like a hawk. Regulatory priorities are shifting again - this time from fire fighting to pre-emption.… Read…
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South Korea Macro Brief: December 2025
The Bank of Korea (BOK) is inching closer to its first rate cut, but it’s being held back by sticky inflation, currency pressure and a still-hot credit environment. The signal has shifted. Easing is no longer a question of “if”, but “how fast” and “under what guardrails”. While the Monetary Policy Board remains split, the…
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December 2025
Iran’s pressures across its political, economic, and security landscapes continue. The Islamic Republic is grappling with intensifying public dissent from collapsing air quality, rising labour and resistance against hijab enforcement. Regionally, Tehran continues to project resolve, advancing its satellite and missile programs. The Rial has seen another historic low. PoliticalOrbit on the horizon.… Read the…
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December 2025
Iran’s pressures across its political, economic, and security landscapes continue. The Islamic Republic is grappling with intensifying public dissent from collapsing air quality, rising labour and resistance against hijab enforcement. Regionally, Tehran continues to project resolve, advancing its satellite and missile programs. The Rial has seen another historic low. Orbit on the horizon.… Read the…