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finance
The Canada-India Diplomatic Row’s Trade and Investment Fallout: Suspended FTA Talks and Education Visa Caps
In 2023, while sitting in a boardroom in Toronto, I could not have been more enthusiastic about the Comprehensive Economic…
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finance
Assessing the Long-Term Credit Ripple of Argentina’s Latest IMF Program Review and Capital Control Exit
I was in a boardroom in Buenos Aires in 2018 while the currency markets were going nuts with all sorts…
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finance
Curated Views: Economists Assess South Africa’s Coalition Government Policy Coherence and the Rand’s Medium-Term Outlook
To make sense of this analysis, you need a basic grasp of the National Treasury’s Medium Term Budget Policy Statement…
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finance
Analyst Perspectives on Japan’s Yield Curve Control Exit After the BOJ’s 2026 Tankan Survey and Wage Growth Data
In 2016, I was in a Tokyo boardroom when the Bank of Japan first announced negative interest rates, and I…
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World News
A Synthesis of Policy Institute Proposals for a New Pandemic Accord After the WHO Deadline Miss and Equity Collapse
In 2022, sitting in a Geneva boardroom among diplomats discussing “global solidarity” while supply chain managers quietly positioned themselves with…
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Business
Strategists Weigh In: The Probability of a Common European Safe Asset and Its Impact on Capital Markets Union
Back in 2020, I was in a board meeting in Frankfurt, attempting to procure funding to deal with the COVID-19…
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finance
Tracking the Global Green Capex Boom: A Quarterly Breakdown of Clean Energy and Infrastructure Investment Commitments
I was in a conference room in 2021 where a significant project was axed because we had failed to anticipate…
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Business
The North-South Trade Corridor Reshuffle: Tracking Container Freight Volumes and Lead Times as Shippers Avoid the Red Sea
In early 2024, I sat in a logistics command center anxiously observing the first containers that had previously been en…
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finance
Visualizing the Global Public Debt Stock at $100 Trillion and Fiscal Consolidation Pathways in an Election-Heavy Year
Back in 2012, I found myself sitting in a Board Room stressing as my Senior Analyst watched sovereign yield continue…
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finance
Quantifying Cross-Border Digital Services Tax Adoption and Its Cascading Effect on Technology Sector Earnings Estimates
In 2021, I was involved in our board room and experienced, for the first time, an absolute shock. A CFO…
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