Author: Editor
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July 2025
The BNP is once again turning up the heat. With no firm election date in sight, party leaders are warning of “deep conspiracies” to delay the vote and demanding urgent reforms. Political tension is growing – and so is pressure on the interim government to deliver. Economically, the IMF has cut its FY26 growth forecast…
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July 2025
The Iran–Israel conflict that erupted on 13 June saw Israel launch airstrikes on Iranian nuclear and military sites, killing key scientists and commanders. Iran retaliated with hundreds of ballistic missiles targeting Israeli cities, escalating into a multi-day exchange. The US intervened on 22 June with bunker-buster strikes on major Iranian nuclear facilities, and a ceasefire…
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July 2025
The Iran–Israel conflict that erupted on 13th June saw Israel launch airstrikes on Iranian nuclear and military sites, killing key scientists and commanders. Iran retaliated with hundreds of ballistic missiles targeting Israeli cities, escalating into a multi-day exchange. The US intervened on 22 June with bunker-buster strikes on major Iranian nuclear facilities, and a ceasefire…
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July 2025
Egypt enters July with one eye on the future and the other on rising pressure points. Politically, Cairo is doubling down on mega-projects in the face of GERD tensions. But beneath the boldness lies anxiety. Economic strain, climate stress and regional unease are all converging. Diplomatically, Egypt is still playing the steady hand in the…
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July 2025
Egypt enters July with one eye on the future and the other on rising pressure points. Politically, Cairo is doubling down on mega-projects in the face of GERD tensions. But beneath the boldness lies anxiety. Economic strain, climate stress and regional unease are all converging. Diplomatically, Egypt is still playing the steady hand in the…
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January 2025
December 2024 Has underlined Mexico’s delicate balancing of domestic reforms and international pressures. President Sheinbaum has advanced labour and wage policies to strengthen her political base while mitigating the impact on business. Migration strategies combined enforcement with protection, addressing U.S. demands but still safeguarding Mexican nationals abroad. Despite inflation stabilising at 4.5%, mixed consumer spending…
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July 2025
June highlighted Mexico’s challenge in preserving economic momentum while facing growing geopolitical and institutional pressure. Foreign investment showed signs of pausing, though the country's core strengths remain solid. The judicial elections raised new questions about democratic checks and balances, while increased scrutiny from the United States on Mexican banks signalled a shift in financial enforcement.………
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Philippines Macro Brief: June 2025
US-Philippines trade negotiations continue, with the possibility of a deadline extension beyond 8th July now aired by both Trump and Bessent. The BSP cut interest rates again in June, having already made a 25bp cut in April. Inflation remains within the target range. Monetary Policy, Inflation & Interest Rates As mentioned in a prior report,…
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Russia Macro Brief: June 2025
For the first time since July 2023 the Central Bank of Russia cut interest rates, but a strong ruble is a double edged sword for Russia – with negative effects on exports, and in particular oil, being a real concern. That said, with current events in the skies over Iran already influencing the price of…