North America
China will remain key in legacy semiconductor trade
Despite US technology controls, Chinese semiconductor exports have been on the rise
US policy shifts may hit Lesotho hard
US foreign aid cuts and tariffs threaten to have an outsized impact on Lesotho
New York offers Democrats a chance to test messaging
Despite a politically successful week, Democrats continue to debate the best response to Trump administration policies
Ottawa's foreign policy pivot will gather pace
Regardless of the outcome of this month's election, efforts to diversify Canada's trading partners will continue
CanadaGeopolitics will shape South-east Asian infrastructure
China aims to shape regional transport networks to benefit it economically and strategically
South-east AsiaEquities’ failure to curb US policy puts onus on bonds
European and Chinese equity markets are benefiting from doubts over the US economy
InternationalEU currency union improvements to narrow US growth gap
The euro-area is gradually improving its attributes as a currency union, while the United States is suffering a decline
InternationalAfghan Taliban will move slowly on US engagement
Washington recently lifted bounties on key Taliban figures
AfghanistanTariffs add to trade distortion in energy markets
US tariffs on energy trade apply another layer of trade distortion to energy markets
International
