Commodities
EV Battery Metals Rally into New Year
Will 2022 bring upply constraints to the fore of the electric vehicle industry?
US Inflation Hits 40-Year High
The result heaps further pressure on the Fed to move up the schedule of its rate normalization.
Global Forecast (1-10-2022)
No ‘second-class’ members in NATO, CSTO troops sent to Kazakhstan, and inflation shows no signs of fading in the euro zone.
Timeline: The Downward Spiral of China-Australia Relations
Chronicling the events that led to the present low point in China-Australia relations.
China Seeks Atlantic Ocean Military Base
US efforts to rebuff China’s geopolitical advances in Equatorial Guinea are highly reminiscent of the Cold War.
Global Forecast (12-20-2021)
Russia gives NATO a list of security demands, omicron continues to spread around the world, Addis Ababa celebrates a victory in the Ethiopian civil war, and Chile votes in a polarizing presidential run-off.
Summit for Democracy: Show of Strength or Own-goal?
President Biden’s Summit for Democracy represents a diplomatic gamble that might not pay off.
Global Forecast (12-6-2021)
Ugandan army enters the DRC, a big week for US inflation data, Evergrande inches closer to restructuring, and Didi Chuxing becomes the standard-bearer for US-China decoupling.
EU’s Global Gateway Takes Aim at Belt and Road
Weighing in at over 300 billion euros, Global Gateway is no slouch. However, key questions remain surrounding Europe’s answer to Belt and Road.