The Economic Institute (TEI) — Economic Analysis, Research &amp; Education

Africa’s Currency Pressures Are Reshaping Trade, Debt Costs, and Growth Strategies

Several African economies are facing renewed currency depreciation and rising external borrowing costs. This article examines how these pressures affect imports, inflation, investment flows, and long term growth strategies, and why economic resilience depends on stronger regional integration and diversified production.

Inside Korea’s Business Confidence Rebound And What It Signals For Global Manufacturing

South Korea’s business confidence has turned positive for the first time in several years. This article examines the export drivers behind the rebound, the sector dynamics inside Korea, and how this shift fits into the broader story of global manufacturing.

Reading The Signals: What Slower US Business Activity Means For Growth And Policy

Recent US purchasing managers indices show business activity growing at the slowest pace in months. This article explains how to interpret the data, how it fits into the broader macro story, and what it could mean for employment, inflation, and Federal Reserve decisions.

A Guide To This Week’s Key Global Economic Releases

A cluster of inflation, growth, and activity data across major economies will shape market expectations for central banks. This article walks through the main releases, why they matter, and how they might influence policy and asset prices.

How Renewed US Tariff Talk Is Reshaping Global Market Sentiment

Global markets are increasingly sensitive to signals from US tariff and trade policy. This article explains why recent rhetoric and policy proposals are shaking confidence, how major economies are responding, and what this means for investors, firms, and households.

China’s Slowing Industrial Momentum and What It Means for Global Trade and Investment Flows

US Iran De escalation Talks and What They Mean for Oil, Inflation, and Global Markets

Diplomatic progress between the United States and Iran has eased geopolitical tensions and redirected global market sentiment. This article examines how a more stable Middle East outlook affects crude prices, inflation expectations, shipping security, and financial risk premiums across major economies.

Japan’s Export Surge: Strong Overseas Demand Meets Rising Domestic Risks

Japan’s exports have jumped sharply on the back of strong Asian demand, lifting sentiment and supporting growth. Yet beneath the optimism are structural vulnerabilities — from fragile domestic consumption to fiscal pressures and industrial concentration — that complicate the outlook. This article examines how Japan’s export boom fits into the broader macroeconomic picture and what risks policymakers must navigate next.

Asia’s Record Crude Imports Are Rewriting the Global Oil Map

Asia is now importing crude oil at record levels, reshaping global trade routes, shifting strategic alliances, and altering the balance of power among major producers. This article examines how rising demand in the region is transforming supply chains, why geopolitical realignment among exporters matters, and what this means for future energy security.

Africa’s Currency Pressures Are Reshaping Trade, Debt Costs, and Growth Strategies

Inside Korea’s Business Confidence Rebound And What It Signals For Global Manufacturing

Reading The Signals: What Slower US Business Activity Means For Growth And Policy

A Guide To This Week’s Key Global Economic Releases

How Renewed US Tariff Talk Is Reshaping Global Market Sentiment

China’s Slowing Industrial Momentum and What It Means for Global Trade and Investment Flows

US Iran De escalation Talks and What They Mean for Oil, Inflation, and Global Markets

Japan’s Export Surge: Strong Overseas Demand Meets Rising Domestic Risks

Asia’s Record Crude Imports Are Rewriting the Global Oil Map

Business

How Rising Food Prices Are Reshaping Household Budgets and Local Business Decisions in Emerging Markets

Weaker currencies and supply chain pressures in several emerging economies have pushed food costs higher in February 2026. This article examines how rising food prices influence household consumption, small business pricing strategies, labour decisions, and overall microeconomic behaviour.

Price Elasticity Shifts in Essential Goods Markets

New evidence on how consumer sensitivity to price changes has evolved in post-inflationary markets.

14 February 2026

Market Concentration Trends in the Pharmaceutical Sector

Analysing how mergers, patent cliffs, and regulatory barriers shape pricing power in drug markets.

12 February 2026

Behavioural Nudges and Consumer Decision-Making Under Uncertainty

A review of field experiments on choice architecture and their policy implications.

Gig Economy Labour Markets and Worker Classification Economics

The economic trade-offs of contractor versus employee status in platform-mediated labour markets.

5 February 2026

How Rising Food Prices Are Reshaping Household Budgets and Local Business Decisions in Emerging Markets

Price Elasticity Shifts in Essential Goods Markets

New evidence on how consumer sensitivity to price changes has evolved in post-inflationary markets.

14 February 2026

Market Concentration Trends in the Pharmaceutical Sector

Analysing how mergers, patent cliffs, and regulatory barriers shape pricing power in drug markets.

12 February 2026

Behavioural Nudges and Consumer Decision-Making Under Uncertainty

A review of field experiments on choice architecture and their policy implications.

Structured Economics CoursesFoundational through advanced

Gig Economy Labour Markets and Worker Classification Economics

The economic trade-offs of contractor versus employee status in platform-mediated labour markets.

5 February 2026

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Economic Policy

Debt, Deficits And Spillovers: The IMF’s View On US Fiscal Policy

The International Monetary Fund is set to highlight the risks from persistent US budget deficits and rising debt. This article explains why US fiscal choices matter globally and what a credible adjustment path could look like.

2 days ago

How India’s Tax And Data Rules Are Redrawing The Map For Global Digital Platforms

India is tightening the tax and regulatory framework for foreign digital firms while integrating central bank digital currency into its tax code. This article explains what is changing, why it matters and how it fits into the global push to regulate the digital economy.

3 days ago

From Stagnation To Stabilization: Understanding Germany’s Business Sentiment Turnaround

German business surveys point to an improvement in sentiment after a long period of weakness. This article explores the structural challenges in Europe’s largest economy, the sectors driving the shift, and what this means for the euro area outlook.

The New Central Bank Problem: Why “On Hold” Policies Still Create Market Volatility

Even when central banks keep rates steady, markets can react sharply to subtle changes in tone, leadership speculation, and communication gaps. This article explores why “no move” decisions by major central banks still unsettle investors — and how credibility, expectations, and narrative shifts have become critical macroeconomic variables.

Japan’s Rising Debt Costs: How Higher Issuance and Interest Burdens Are Reshaping Fiscal Policy

As borrowing needs rise and market yields become more sensitive to global conditions, Japan is entering a new era of fiscal pressure. Higher debt-servicing costs, record issuance plans, and demographic headwinds are forcing policymakers to confront difficult trade-offs between stability, growth, and fiscal credibility.

Post-Brexit Trade Frictions: The Economic Cost of Delayed Digital Borders

The promise of frictionless trade after Brexit depended heavily on digital border systems that would streamline customs, reduce paperwork, and limit delays. As modernization efforts stall, the economic consequences are becoming clearer. This analysis examines how delays in digital border infrastructure in the United Kingdom are affecting trade flows, business investment, and long-term competitiveness.

Mozambique’s Debt Challenge: Fiscal Consolidation, IMF Pressure, and Market Confidence

Rising financing pressures, limited domestic borrowing capacity, and external debt constraints have pushed Mozambique into a delicate fiscal moment. With scrutiny from the International Monetary Fund intensifying, the country’s path forward illustrates the broader debt sustainability dilemma facing frontier markets.

Competition Policy in the Age of Digital Platforms

How antitrust frameworks are adapting to address market power in platform economies. Regulatory approaches across jurisdictions reveal divergent strategies.

12 February 2026

Carbon Border Adjustment Mechanisms and Trade Equity

Assessing whether carbon tariffs achieve climate goals without disproportionately harming developing economies.

Carbon Border Adjustment Mechanisms and Trade Equity

Assessing whether carbon tariffs achieve climate goals without disproportionately harming developing economies.

Data & Indicators

Explore All Data

US GDP Growth

2.4%

+0.3%

Eurozone Inflation

2.1%

-0.2%

US Unemployment

3.7%

-0.1%

Global Trade Volume

+1.8%

+0.5%

Explore All Data

TEI Insights

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