Global Macro & Geopolitics

Chinese Economy
Dollar Strength
European Economy
Foreign Exchange (FX)
Geopolitics
Global Central Banks
Global Economy
Reshoring & Supply Chains
Sanctions
Trade Policy
Donald Trump grinning at falling dollars
Macro Economics

The greenback is seeing red

President Trump's recent comments spurred on another selloff.

Sissy Yan
Jensen Huang holding Nvidia chips.
Macro Economics

Two superpowers, one chip race

The US will take 25% of the company's Chinese chip revenue.

Sissy Yan
A stack of shipping containers with US, Brazil, South Korea, and Indian flags
Macro Economics

The tariff clock is counting down

With one day left until a deadline, trade deals are flying fast and thick.

Lucy Brewster
The Japanese flag flying over the Bank of Japan building
Macro Economics

The US and Japan work things out

Japanese automakers popped on the deal's announcement, while US automakers cried foul.

Lucy Brewster
Tariff calendar with question marks
Macro Economics

The trade war is back and confusing as ever

President Trump delayed Wednesday's trade deal deadline to August.

Lucy Brewster
Tariffs raise costs
Macro Economics

Good morning Vietnam

20% tariff on Vietnamese exports to the US, no levies on US goods.

Mark Reeth
Man moves rubble.
Macro Economics

Middle East escalation spooks markets

Markets sank following Israel's attack on Iran, but some stocks managed to come out ahead.

Lucy Brewster

Making sense of market moves

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