Daily Analysis
Thursday, November 14, 2024
Trump’s win heralds a dangerous new phase for markets
Uncertainty about Trump’s economic agenda in his second term is fuelling market volatility as well as ‘Trump trades’
China’s water shortages will carry risks
Beijing has continued to struggle with mitigating water stress
Pastef may win Senegal’s legislative polls
Senegal will hold legislative elections on November 17
Prospects for Colombia in 2025
The next year looks likely to be characterised by modest growth and election preparations
ColombiaPolicy changes will not stop farmer protests in Turkey
Farmers are highlighting the chasm between farm gate and consumer prices as government agricultural policy is in flux
TurkeyAuto industry will challenge EU emission policies
EU automobile firms are struggling to adjust to Chinese competition and the green transition
EuropeTrump tries Senate powerplay to force confirmations
John Thune was yesterday elected the new Republican leader in the Senate but must now deal with a Donald Trump powerplay
United StatesIran will discuss its nuclear activities with the UN
The head of the UN nuclear watchdog opened talks with Iran’s foreign minister today
IranThe future of Meta’s antitrust lawsuit is unclear
Meta has been ordered to face an antitrust lawsuit over its acquisitions of WhatsApp and Instagram
United StatesMomentum is building for an EU-Mercosur agreement
The EU and Mercosur are reportedly moving towards concluding a free trade agreement
EUAirline impasse is a setback for Pakistan’s government
Islamabad has rejected the sole bid for the privatisation of Pakistan International Airlines
PakistanGas supply risks are higher than oil supply risks
Gas prices have risen on supply risks but oil prices remain near USD70 per barrel on successive cuts to demand forecasts
InternationalRussia will push Israel on security of forces in Syria
Moscow has issued strong statements against a recent Israeli strike near a base housing Russian forces in Syria
IsraelSaudi asset sales will help offset low oil prices
The country's sovereign wealth fund sold two assets, while the government adjusts the priorities for NEOM, a new city
Saudi ArabiaCAR's warming French ties may have limits
France has resumed budgetary aid to the CAR government after suspending it in 2021
Central African RepublicPoland will rely on direct US security arrangements
Poland inaugurated a US missile defence base in Redzikowo
Poland
