Author: Editor
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June 2025
As the week came to an end in Tehran, and with another round of diplomacy set to start, the Israelis lost patience and struck multiple targets in Iran. After three days the conflict has entered a volatile new phase, marked by precision strikes, missile barrages, and rising civilian casualties. What began as a targeted Israeli…
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Indonesia Macro Brief: June 2025
Continued trade negotiations with the USA, now entering their second round next week in Washington, and generally with a very positive feel. A slight reduction in interest rates, with inflation staying well within target range. Further improvement in FATF compliance too. All in all, Indonesia feels increasingly positive. Tariffs At the beginning of June Indonesia’s…
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China Macro Brief: June 2025
China Macro Brief: June 2025 US-China trade negotiations, and rhetoric, continue. Meanwhile, China has continued to improve her armoury, and bolster her economy in anticipation of a further breakdown in relations – and, having learned well from Russia’s recent experience, around sanctions in particular. This does introduce additional complexity and compliance burden for individuals and…
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Brazil Macro Brief: June 2025
Brazil Macro Brief: June 2025 A visit by an IMF team in late May and early June provided a timely check-in on Brazil’s macro progress and its policy path ahead. Meanwhile, the new Economic Reciprocity Law has given the government fresh powers to hit back against unilateral foreign measures. That includes not only sanctions but…
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June 2025
Tanzania is heading into the final stretch before October’s general election - and the tone has shifted decisively. President Samia Hassan is still the clear frontrunner, but her administration is now leaning heavily on state power to shape the race. Opposition voices are sidelined, media space is tightening and security tactics are growing more aggressive.………
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June 2025
Egypt’s political scene is being shaped by a mix of intense pressure at home and active manoeuvring abroad. Egypt stands at a critical crossroads, balancing fragile and dangerous regional affairs with an economic recovery gaining momentum. Amid mounting criticism over Gaza and border tensions with Sudan, Cairo is navigating a precarious diplomatic path, deepening ties…
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June 2025
Egypt’s political scene is being shaped by a mix of intense pressure at home and active manoeuvring abroad. Egypt stands at a critical crossroads, balancing fragile and dangerous regional affairs with an economic recovery gaining momentum. Amid mounting criticism over Gaza and border tensions with Sudan, Cairo is navigating a precarious diplomatic path, deepening ties…
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Taiwan Macro Brief: June 2025
Taiwan’s macro story continues to be one of quiet resilience. The central bank remains on pause, inflation is cooling, and financial regulators are stepping back after a temporary tightening of market controls. Employment, meanwhile, is hitting fresh records - and that remains a core source of strength. Monetary Policy The Central Bank of the Republic…
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South Korea Macro Brief: June 2025
The past month has sharpened an already tricky policy dilemma. How to steer through weak domestic demand, rising external risks and still manage creeping debt stress without losing market confidence? The Bank of Korea (BOK) has now delivered a fourth rate cut, regulators are tightening the screws on household lending, and the won continues to…
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India Macro Brief: June 2025
As the new quarter kicks off, India’s macro narrative is walking a fine line. The Reserve Bank of India (RBI) is easing more confidently, liquidity is flush, and early monsoon forecasts look positive. But risks are circling - from creeping rupee pressure and patchy capital flows to new scrutiny on external financing and card spending.……