North America
Equity markets are more vulnerable than bond markets
The Fed's shift to a slightly more dovish stance exacerbates the growing disconnect between markets and economies
InternationalTrump is already fighting the US general election
Donald Trump is set for a landslide win in the first Republican presidential contest, the caucus in Iowa on January 15
United StatesUK deployment will bring new tensions in Venezuela
President Maduro has announced "defensive" military exercises in response to the deployment of a UK warship to Guyana
VenezuelaUS investors will keep buying European football clubs
Sir Jim Ratcliffe, who already owns two other top-flight clubs, has announced he is acquiring 25% of Manchester United
United StatesThe US Supreme Court is now part of the 2024 election
Michigan's highest court has rejected an attempt to remove Donald Trump from the Republican presidential primary ballot
United StatesBudget and climate pressures affect the growth outlook
OECD economies will be under increasing strain to decarbonise while also keeping their budget balances sustainable
InternationalThe United States will balance North African ties
The US administration wants to avoid escalation elsewhere in the Arab world, as the Gaza war shows no signs of ending
North AfricaIndia and US GDP may outgrow China later this century
The CEBR sees China passing the US economy for size by 2038, then US GDP regaining the lead, then India taking top spot
International
