Global Economics
Trade, globalization, international finance, cross-border flows
The Return of Industrial Policy: How Trade Strategy Is Redrawing Global Supply Chains
Industrial policy is no longer a theoretical debate. It is actively reshaping global trade, semiconductor production, and strategic manufacturing. From subsidy frameworks to tariff leverage, governments are using trade tools to reengineer supply chains. This analysis examines how the United States, Europe, and Asia are deploying industrial policy, and what it means for global competitiveness and long-term growth.
Oil Prices and Geopolitics: How US Iran Diplomacy Is Moving Energy Markets
Oil markets are no longer driven by supply and demand fundamentals alone. Diplomatic signals, sanctions risk, and shipping disruptions now shape price expectations as much as inventory data. This analysis explores how negotiations between the United States and Iran are influencing crude prices, global growth expectations, and financial markets.
European Central Bank Navigates Divergent Growth Paths
A comprehensive review of eurozone economic performance amid structural challenges and policy divergence.
Trade Fragmentation and the Reconfiguration of Global Supply Chains
Assessing the economic costs of geopolitical realignment on international trade flows and sourcing strategies.
Dollar Dominance and the Rise of Alternative Reserve Currencies
Evaluating threats to the dollar's reserve status from the yuan, euro, and digital currency alternatives.
Cross-Border Capital Flows and Emerging Market Vulnerability
How sudden stops and capital flight risk have evolved with changing global interest rate differentials.
Global Commodity Markets: Supply Constraints and Price Volatility
Structural drivers of price instability in energy, metals, and agricultural commodity markets.
BRICS Expansion and the Reshaping of Multilateral Finance
Implications of the enlarged BRICS bloc for global financial governance and development lending.
De-Globalisation Risks and Regional Trade Bloc Formation
Measuring the shift from multilateral trade liberalisation toward preferential regional arrangements.
Sovereign Debt Restructuring in the Post-Pandemic Era
The Common Framework's failures and what they reveal about the future of emerging market debt resolution.
Climate Migration and Its Impact on Global Labour Markets
Projecting cross-border labour mobility driven by environmental stress and its economic consequences.