North America
Trump seems unlikely to prioritise Fed change in 2025
The Fed cut interest rates as expected yesterday and refused to speculate on implications of the election outcome
United StatesFinancing may hinder COP16 goals globally
The COP16 biodiversity summit saw progress in numerous areas, but related financial commitments fall short
InternationalProspects for India in 2025
The spotlight continues to shine on alliance politics and the drive to sustain robust economic growth
IndiaTrump will create distractions for Mexico’s Sheinbaum
The Mexican president has described this week’s US election result as “nothing to worry about”
MexicoPoland will bid to become Europe’s leader on defence
Warsaw will aim to lead the EU in plugging a security gap left by potential US retrenchment
PolandUranium supply will not meet demand
Uranium demand is at its highest in more than a decade and data centres are set to add to this
InternationalMarkets underprice geopolitical and economic risks
Markets reacted fairly calmly to the US election result but the October PMIs flag economic unevenness and uncertainties
InternationalSweeping US Republican win makes challenge unlikely
While Donald Trump regained the presidency, the Republicans won the Senate and probably the House
United States
