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Business
The BRICS Expanded Membership’s First Trade Settlement Experiment: De-Dollarization Rhetoric Versus Treasury Market Reality
In 2015, I was in a boardroom in Singapore watching some Trade Finance professionals laughing about a non-Dollar world being…
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finance
What a Prolonged El Niño-to-La Niña Transition Means for Global Soft Commodity Prices and Food Import Bills Through Q4 2026
I will never forget sitting in a board room in 2016 when a purchasing manager in the room turned white…
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finance
How the EU Deforestation Regulation (EUDR) Compliance Deadline Is Reshaping Palm Oil, Coffee, and Cocoa Supply Chains
Back in 2019, I was in a boardroom in Jakarta listening to one of our suppliers panic about a “traceability…
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finance
The G7 Loan to Ukraine Using Frozen Russian Asset Proceeds: Legal Precedents and Sovereign Debt Market Implications
A few years ago, I was in a boardroom when the first round of sanctions were announced in 2014, and…
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Business
Global Critical Mineral Export Controls Tighten: China’s Rare Earth Processing Dominance and the US-EU Raw Materials Club Response
In 2019, I was in a boardroom observing a supply chain manager’s face turn white when one shipment of neodymium…
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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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finance
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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