Geopolitical Pivot: US–India Trade Talks Begin as China Posts Record Surplus Amid Tariff Pressure

  • Trade Policy
  • December 10, 2025

December 9, 2025

The global economic narrative today is shaped by renewed momentum in United States–India trade talks, set against new data confirming the structural resilience of China’s export machine, even as U.S. tariffs continue to weigh on Sino-U.S. trade. 

A delegation from the United States, led by Deputy U.S. Trade Representative Rick Switzer, is scheduled to meet counterparts in New Delhi from December 10–11, 2025, to begin discussions on the first phase of a proposed bilateral trade agreement. While some Indian officials have signalled optimism about finalising an initial deal by year-end, sources stress that this round may serve more as a preliminary or exploratory session rather than a formal negotiation. The broader ambition remains to reach the goals outlined under Mission 500, boosting bilateral trade to US $500 billion by 2030. 

China’s Trade Surplus Hits Record: Meanwhile, China’s goods trade surplus has exceeded US $1 trillion for the first time ever (first 11 months of 2025), according to customs data, marking a substantial increase from 2024’s total of about US $992 billion. 

In November, Chinese exports rebounded 5.9% year-on-year while imports rose only 1.9%, yielding a single-month surplus of roughly US $112 billion. Though exports to the United States fell sharply, nearly 29% in November, China seems to have offset much of the loss by diversifying export markets toward regions such as Southeast Asia, Europe, Australia, and beyond. This outcome underscores the limits of tariffs alone in curbing China’s global export reach.

The US–India negotiations come at a critical juncture. Facing rising competition in global supply chains, India may view a trade deal with the U.S. as a way to solidify its role as an alternative manufacturing and export hub, especially amid China’s continued dominance in exports. Yet, whether this “first tranche” will materialize as a binding agreement by year-end, or remain preliminary, is still uncertain. On the China side, although the trade-surplus milestone is impressive, analysts caution that long-term vulnerabilities remain, including weak domestic demand, overreliance on external markets, and rising geopolitical scrutiny from other trading partners.

References

Other News and Insights

KOSPI-jpeg
  • Macroeconomics, Market Insights
  • January 27, 2026

The “Fed-Watch” Fever: Gold, Guilt-Edges, and the Independence Gambit

January 27, 2026 

The market is on edge as the Federal Reserve’s January policy meeting gets underway today. After a strong Monday session where major U.S. equity indices, including the S&P 500 and Dow, finished higher, sentiment remains mixed ahead of key economic data and policy signals. Spot gold has climbed to record highs above $5,100 per ounce on strong safe-haven demand and dollar weakness, reflecting persistent geopolitical and macroeconomic uncertainties rather than just Federal Reserve expectations.

Attention today is firmly on the Fed’s decision, with markets widely expecting the federal funds rate to be held steady at current levels. Commentary from analysts suggests markets will be watching the Fed’s outlook on inflation and growth closely, especially during Chair Jerome Powell’s press engagement following the announcement. Markets are pricing in that the central bank will remain cautious rather than aggressively shift policy in either direction this week.

U.S. Treasury yields and the dollar have shown volatility as traders balance expectations for monetary policy with broader global risks. While yields have not moved uniformly, bond markets continue to signal caution ahead of the Fed statement and upcoming Treasury auctions.

Credit markets are displaying resilience, and corporate bond spreads have tightened in recent sessions, suggesting fixed-income investors are not yet pricing in a severe downturn. Some banking stocks have seen share weakness due to concerns about interest income and credit quality, but this is part of broader sector rotation rather than a systemic credit crisis. 

In the tech sector, themes of artificial intelligence investment continue to support valuations, with infrastructure and cloud-related plays drawing fresh capital even as cyclical sectors face headwinds. Despite macro uncertainty, many analysts point to strong earnings expectations as a key driver behind equity strength this earnings season. 

For consumers and markets alike, the January Conference Board Consumer Confidence index will be a focus today. Expectations are that the report will provide insight into household sentiment amid a resilient job market and moderating, though persistent, inflation pressures. This figure will help assess whether consumer spending remains a stabilizing force for U.S. economic growth.

Markets remain fundamentally uncertain and reactive rather than directional. The coexistence of record gold prices alongside solid equity performance suggests investors are balancing risk assets with defensive positions. Over the next 48 hours, the main risks revolve around communication clarity from policymakers, incoming economic data, and how markets interpret the Fed’s stance on inflation and growth.

 

References

Forex.com. (2026, January 26). S&P 500 Forecast: SPX rises ahead of Mag 7 earnings & FOMC decision this week. https://www.forex.com/en-ca/news-and-analysis/s-p-500-forecast-spx-rises-ahead-of-mag-7-earnings-fomc-decision-this-week/

Invesco. (2026, January 26). Four key market signals to watch. https://www.invesco.com/us/en/insights/market-signals-investors-watch.html

Investing.com. (2026, January 26). Trump speech and consumer confidence highlight Tuesday’s economic calendar. https://www.investing.com/news/stock-market-news/trump-speech-and-consumer-confidence-highlight-tuesdays-economic-calendar-93CH-4465810

Kiplinger. (2026, January 26). January Fed Meeting: Live Updates and Commentary. https://www.kiplinger.com/investing/live/january-fed-meeting-live-updates-and-commentary

Manila Times. (2026, January 27). US stocks rise as gold hits another record and the dollar’s value sinks again. https://www.manilatimes.net/2026/01/27/business/foreign-business/us-stocks-rise-as-gold-hits-another-record-and-the-dollars-value-sinks-again/2265644

Morningstar. (2026, January 14). Financials Down After BofA, Wells, Citi Earnings — Financials Roundup. https://www.morningstar.com/news/dow-jones/202601148751/financials-down-after-bofa-wells-citi-earnings-financials-roundup

The Jakarta Post. (2026, January 27). Stocks up as earnings hopes offset Trump’s Korea tariff move, dollar wobbles. http://www.thejakartapost.com/business/2026/01/27/stocks-up-as-earnings-hopes-offset-trumps-korea-tariff-move-dollar-wobbles.html

Nvidia
  • Macroeconomics
  • November 21, 2025

The AI Reality Check: Why Nvidia’s Beat Wasn’t Enough to Save the Rally

November 21, 2025

For the past two years, the global equity narrative has been single-threaded: Artificial Intelligence as the engine, and Nvidia as the fuel. But as markets opened this Friday morning following a volatile Thursday session, that narrative is facing its most severe stress test to date. Despite Nvidia delivering yet another blockbuster quarterly report, posting revenue of $57.0 billion and blowing past forecasts, Wall Street’s reaction was not a victory lap, but a shudder. 

The tech-heavy Nasdaq Composite fell 2.2% on Thursday, erasing early gains, while the S&P 500 dropped 1.6%. The reversal signals a critical psychological shift in global capital markets where the burden of proof has moved from “capacity” to “profitability.” Investors are no longer satisfied with hyperscaler capex spending alone, they are demanding clearer evidence that the trillions poured into AI infrastructure are generating commensurate returns across the broader economy. A recent fund-manager survey by Bank of America suggests a record proportion of investors now believe companies are “overinvesting” in AI, raising fears of a cap-ex bubble reminiscent of the late-1990s fibre-optics oversupply.

This tech-sector anxiety is compounded by a murky macroeconomic backdrop in the United States. The recent 43-day federal government shutdown has left the Federal Reserve “flying blind”, creating a “data fog” just when the central bank is poised to make a pivotal interest-rate decision in December. The delayed September jobs report, finally released, painted a confusing picture: while the economy added a robust 119,000 jobs, the unemployment rate unexpectedly rose to 4.4%. 

 These mixed signals, combined with sticky inflation data, have dimmed hopes for an aggressive rate cut, sending the 10-year Treasury yield hovering near 4.14%.

While the “AI trade” falters, capital is rotating into defensive moats. Walmart surged 6.5% after raising its fiscal 2026 outlook, highlighting a stark divergence in the consumer economy where high-income households are retrenching while middle- and lower-income consumers are “trading down” in search of value. This bifurcation is a classic late-cycle signal, suggesting that the “soft landing” promised by policymakers may be bumpier than anticipated.

On the geopolitical front, renewed talk of tariffs under the Donald Trump administration is adding another layer of friction. Coupled with domestic headlines like the “Epstein Files Transparency Act”, the policy environment remains as volatile as the markets. Meanwhile, the crypto sector, often a proxy for risk appetite, has capitulated: Bitcoin has slid below $87,000, marking an approximate 30% draw-down from its October highs.

Bottom Line: The era of blind faith in AI growth is over. We are entering a phase of scrutiny where earnings quality and macroeconomic resilience will outweigh thematic hype. For corporate leaders and investors alike, the message from this week’s volatility is clear: protect margins, watch the consumer, and prepare for a winter of discontent in valuations of high-flying tech.

 

References

Associated Press. (2025, November 20). Big swings keep rocking Wall Street as US stocks drop sharply after erasing a morning surge. https://apnews.com/article/asia-nvidia-earnings-us-stocks-71372f3476dd13c33d316819bf902b17

Investopedia. (2025, November 20). Markets News, Nov. 20, 2025: Major Stock Indexes Post Massive Losses as Early Nvidia-Led Rally Fades. https://www.investopedia.com/dow-jones-today-11202025-11853411

The Guardian. (2025, November 20). US added 119,000 jobs in September in report delayed by federal shutdown. https://www.theguardian.com/business/economics

Al Jazeera. (2025, November 20). Nvidia forecasts Q4 revenue above estimates despite AI bubble concerns. https://www.aljazeera.com/economy/

The Atlantic Council. (2025, November 20). Trump and MBS have big ambitions for the Middle East. https://www.atlanticcouncil.org/content-series/inflection-points/trump-and-mbs-have-big-ambitions-for-the-middle-east-bold-action-must-follow/

 

Bank of US
  • Macroeconomics, Market Insights, Trade Policy
  • January 14, 2026

The “Super Wednesday” Stress Test: Banks, Bonds, and the Inflation Reality Check

January 14, 2026

If Tuesday was a warning shot, today is the main event. Wall Street faces a “Super Wednesday” of volatility as a deluge of critical bank earnings, Federal Reserve commentary, and economic data hits the wires simultaneously. The pre-market mood is tense, shaped largely by the shocking 4% tumble in JPMorgan Chase (JPM) shares yesterday, a decline that signaled investors are no longer satisfied with mere stability. They are demanding growth in an environment where credit margins are being squeezed by policy risks and sticky inflation. As trading desks come online, all eyes are on the trio of financial giants reporting before the bell: Bank of America (BAC), Wells Fargo (WFC), and Citigroup (C). The stakes could not be higher. With JPMorgan serving as the canary in the coal mine yesterday, the “whisper numbers” for its peers have been hurriedly revised downward.

The core anxiety isn’t just about earnings per share; it is about the “credit cliff.” Traders are parsing these reports for signs that the record credit card delinquencies seen in late 2025 are bleeding into broader loan books. CEO Jamie Dimon’s comments yesterday regarding the proposed 10% cap on credit card interest rates sent a chill through the sector. His warning that such regulation would “decimate credit availability” has put the spotlight firmly on Citigroup today. With Citi’s branded card net credit loss guidance sitting at a steep 3.50%–4.00%, any upward revision in those loss reserves could trigger a sector-wide sell-off. Similarly, analysts are expecting Bank of America to post revenue of roughly $27.8 billion, but the real test will be Net Interest Income (NII). If BofA’s NII continues to compress while credit costs rise, it validates the bear case: that banks are trapped between falling yields on assets and rising costs of deposits.

The macroeconomic backdrop offers little comfort. Yesterday’s Consumer Price Index (CPI) print, showing headline inflation ticking up to 2.7% annually, has effectively taken a March rate cut off the table for many strategists. Today’s focus shifts to the Producer Price Index (PPI) and Retail Sales data due at 8:30 AM ET. The bond market is already voting with its feet; yields are creeping higher as issuers rush to lock in capital before rates potentially spike further. Last week saw a historic $95 billion in U.S. investment-grade bond issuance, a “panic buying” of liquidity that suggests corporate treasurers expect borrowing costs to remain elevated through 2026. This isn’t just a US phenomenon, as the catastrophe bond market just shattered annual records with $25.6 billion in new issuance, and the Inter-American Development Bank (IDB) just priced a record AUD 1 billion “Amazonia Bond.” The world is flooding the market with paper, and indigestion is setting in.

Adding to the complexity, the Federal Reserve is out in force today. Heavyweights like New York Fed President John Williams and Atlanta’s Raphael Bostic are scheduled to speak. Bostic, who is presenting at the Atlanta Business Chronicle 2026 Economic Outlook at 11:00 AM CT, will be scrutinized closely. If he doubles down on the “patience” narrative following the hot CPI print, it could trigger a liquidity squeeze in the afternoon session.

The market is currently trapped between “good news is bad news” (strong retail sales = more inflation) and “bad news is bad news” (weak bank earnings = recession risk). For the next 24 hours, forget the AI hype and the tech sector; the direction of the S&P 500 will be determined by the boring, gritty reality of loan loss reserves and producer price margins.

 

References

IMG_0080
  • Trade Policy
  • February 4, 2026

A New Era of Indo-Pacific Commerce? Reviewing the U.S.–India Trade Breakthrough

WASHINGTON D.C. / NEW DELHI — The United States and India have announced an interim agreement to ease trade tensions and expand economic cooperation, sparking strong market reactions and strategic debate. Following a call between U.S. President Donald Trump and Indian Prime Minister Narendra Modi on February 2, 2026, both governments confirmed progress toward lowering trade barriers after months of tariff friction.

The central feature of the announcement is a reduction in U.S. tariffs on Indian imports. Washington said it will cut “reciprocal” tariffs on most Indian goods to around 18%, down from an effective levy near 50% imposed during 2025 in response to disputes including India’s energy ties. India has also agreed to cut some of its tariffs and non-tariff barriers on U.S. products, although the full implementing text has not yet been publicly released.

Indian officials have welcomed the tariff rollback as a positive step, noting that reduced duties will help restore export competitiveness in key sectors such as textiles, gems and jewellery and engineering goods that were disrupted by last year’s steep U.S. levies.

As part of the broader deal narrative, the U.S. government highlighted a commitment by India to significantly increase purchases of American products, including energy, technology and agricultural goods, with a total figure often cited around $500 billion over several years. Analysts stress this figure is an aspirational target rather than a legally binding order book, reflecting broader economic cooperation ambitions.

The White House characterized the pact as aligning India more closely with U.S. geopolitical priorities by encouraging a shift away from Russian oil purchases. India’s official statements have been more cautious on this issue, and Moscow has said it has received no formal notification of policy changes. Independent analysts note India’s energy needs are diversified and such a transition would be gradual and conditional on domestic considerations.

Indian stock markets reacted positively, with major indices rising in response to the news. U.S. analysts and policy experts describe the announcement as a confidence-building measure that could unlock longer-term cooperation but caution that details, compliance mechanisms and sensitive sectors, especially agriculture and dairy, remain subject to ongoing negotiation.

While described by officials as a “breakthrough,” observers stress the deal is still in progress rather than fully ratified. Many elements, like the schedule of tariff cuts, regulatory cooperation, and enforcement, have yet to be detailed in a finalized agreement. The current announcement is best understood as an interim framework signaling intent to deepen trade ties as part of a broader economic and strategic alignment.

References

Al Jazeera. (2026, February 3). Modi, Trump announce India-US ‘trade deal’: What we know and what we don’t. https://www.aljazeera.com/news/2026/2/3/modi-trump-announce-india-us-trade-deal-what-we-know-and-what-we-dont

Council on Foreign Relations. (2026, February 3). U.S.-India trade truce announced. https://www.cfr.org/articles/u-s-india-trade-truce-announced

Hindustan Times. (2026, February 3). Trump announces India-US trade deal; tariffs reduced from 50% to 18%. https://www.hindustantimes.com/india-news/india-us-talks-donald-trump-phone-call-narendra-modi-sergio-gor-101770047934666.html

The Hindu. (2026, February 3). India-U.S. trade deal LIVE: Industry welcomes deal, sees tariff cuts boosting growth and competitiveness. https://www.thehindu.com/business/Economy/india-us-trade-deal-the-hindu-live-updates-reactions-details-tariffs-trump-modi-february-3-2026/article70585870.ece

Times of India. (2026, February 3). India-US trade deal: Some key questions that still remain unanswered. https://timesofindia.indiatimes.com/business/india-business/india-us-trade-deal-some-key-questions-that-still-remain-unanswered/articleshow/127888954.cms

H200
  • Macroeconomics, Market Insights
  • December 23, 2025

The “Golden” Christmas: Markets Ignore Trade War 2.0 as Precious Metals Go Parabolic

Date: December 23, 2025

Wall Street has officially entered the “twilight zone” of the 2025 trading year. As liquidity thins ahead of the Christmas holiday, the S&P 500 and Nasdaq are pushing higher into Tuesday’s session, defying the typical late-December slowdown. But the calm on equity screens contrasts sharply with the urgency building in commodities. Gold futures have vaulted past a major psychological threshold, trading above $4,400 an ounce for the first time, while silver prices are approaching the $70 level.

This unusual alignment, strength in both risk assets (stocks) and traditional risk hedges (gold), suggests investors are simultaneously embracing the Federal Reserve’s recent rate cut to 3.75% and guarding against its longer-term consequences. With the 10-year Treasury yield holding near 4.17%, the speed and scale of the precious metals rally points to growing concern that easier financial conditions could revive inflation pressures as early as Q1 2026.

Geopolitics is adding another layer of uncertainty. Earlier optimism around a temporary “trade truce” is beginning to fade, though the fault lines are shifting. While U.S.–China negotiations remain in a holding pattern, Beijing has escalated trade pressure on Europe. China’s Ministry of Commerce announced that anti-dumping tariffs of between 21.9% and 42.7% on EU dairy imports have taken effect, directly impacting producers in the Netherlands and Denmark, including FrieslandCampina and Arla. The move underscores China’s willingness to use targeted trade measures amid broader strategic tensions.

In contrast, sentiment in the technology sector remains resilient. Reports indicate Nvidia (NVDA) is preparing a compliant version of its H200 AI chip that could allow shipments to China to resume by mid-February. Even with performance restrictions, the prospect of renewed access to Chinese demand has lifted semiconductor stocks, helping offset concerns tied to widening global trade frictions.

Meanwhile, consolidation pressures are intensifying in the media industry as competition shifts from subscriber growth to scale. Paramount Global (PARA) is reported to have made a roughly $40 billion hostile bid for Warner Bros. Discovery (WBD), potentially complicating separate takeover speculation involving Netflix. The aggressive move reflects urgency among legacy media firms ahead of a tougher regulatory environment expected in 2026, which could narrow the window for large-scale mergers.

The “Santa Rally” appears intact, but it is unfolding alongside a sharp reassessment of monetary risk. When gold rises more than 1% in a single session without a clear crisis trigger, it signals heightened sensitivity to central bank policy and currency stability. Equity gains may continue into year-end, but investors should watch the dollar index (DXY) closely. A decisive break lower could indicate that the inflation-sensitive trades of 2026 are already coming into focus.

References

Carbon Border
  • Trade Policy
  • November 19, 2025

Beyond Compliance: Strategic Adaptation to the Era of Eco-Protectionism and Carbon Border Adjustments

The contemporary international trade regime is witnessing a fundamental reconfiguration, characterized by the convergence of aggressive environmental policy and protectionist trade measures. This phenomenon, increasingly termed “eco-protectionism,” represents a departure from the era of uninhibited globalization toward a system where market access is contingent upon environmental performance (UNCTAD, 2025). For global organizations, this shift signals that sustainability governance can no longer be siloed within corporate social responsibility departments; rather, it has become a central pillar of trade compliance and competitive strategy.

As the transitional phase of the European Union’s Carbon Border Adjustment Mechanism (CBAM) concludes in late 2025, the distinction between sustainability compliance and financial viability is rapidly eroding. Commencing in 2026, the shift from mere data reporting to mandatory financial liability for embedded carbon emissions will fundamentally alter the cost structures of imported goods, particularly in energy-intensive sectors such as steel, aluminum, and fertilizers (European Commission, 2025). Consequently, firms that fail to accurately account for and reduce the carbon intensity of their supply chains face the dual risk of prohibitive tariffs and exclusion from the Single Market.

Beyond the immediate fiscal implications of European regulations, the rise of eco-protectionism is fostering a fragmented global market characterized by “green friend-shoring.” Recent economic analyses suggest that multinational enterprises are increasingly restructuring supply networks to prioritize jurisdictions with low-carbon energy grids and regulatory alignment, thereby mitigating the risk of future carbon tariffs from other major economies like the United States or China (White & Case, 2025). This geopolitical fragmentation compels organizations to assess geopolitical risk not merely through the lens of political stability, but through the metric of carbon diplomacy and environmental reciprocity.

To navigate this volatile landscape, multinational enterprises must transition from passive reporting to active supply chain decarbonization. Strategic resilience in 2026 and beyond requires the implementation of deep-tier supply chain auditing to capture Scope 3 emissions data with the same rigor applied to financial accounting (Dawgen Global, 2025). Ultimately, in an era defined by eco-protectionism, the ability to demonstrate a low-carbon footprint is no longer a reputational asset, but a prerequisite for maintaining global market access.

References

Dawgen Global. (2025). Emerging trends in global trade and investment for 2025 and beyond. https://www.dawgen.global/emerging-trends-in-global-trade-and-investment-for-2025-and-beyond/

European Commission. (2025). Carbon Border Adjustment Mechanism: Transition phase and definitive regime. Taxation and Customs Union. https://taxation-customs.ec.europa.eu/carbon-border-adjustment-mechanism_en

UNCTAD. (2025). Global trade update: Resilience under pressure. United Nations Conference on Trade and Development. https://unctad.org/publication/global-trade-update-october-2025-global-trade-remains-strong-despite-policy-changes-and

White & Case. (2025). Overview of foreign trade 2025. Insight Alert. https://www.whitecase.com/insight-alert/overview-foreign-trade-2025

IMG_0090
  • Macroeconomics
  • March 6, 2026

A Convergence of Economic Pressures

The decline in hiring arrives at a particularly fragile moment for the global economy. Heightened geopolitical tensions in the Middle East have injected a new wave of uncertainty into international markets, driving energy prices sharply higher and rattling investor confidence. Brent crude has climbed close to $90 a barrel, marking one of its highest levels in more than a year as traders react to fears of supply disruptions and the possibility that regional conflict could threaten key transportation routes for global oil shipments.

The Strait of Hormuz,through which roughly one-fifth of the world’s seaborne oil supply passes,has once again become a focal point for market anxiety as military tensions and tanker disruptions raise concerns about the stability of global energy flows.

Rising energy prices tend to ripple quickly through the global economy. Higher oil costs increase transportation and production expenses across multiple industries, pushing up prices for goods and services and fueling inflationary pressure. As energy costs rise, companies facing higher operating expenses often become more cautious about expansion and hiring decisions. Economists warn that a prolonged energy shock could revive the risk of “stagflation,” a difficult economic scenario characterized by slowing economic growth combined with persistent inflation.

For policymakers, the situation presents a complex challenge. Analysts observing market reactions to recent economic data note that rising oil prices complicate central bank decision-making. Under normal circumstances, weakening employment figures might encourage central banks to cut interest rates in order to stimulate economic activity. However, when inflation pressures remain elevated,particularly due to rising energy costs,policy makers must balance the need to support growth against the risk of fueling further price increases.

Recent labor market data appears to reflect early signs of this tension. Although unemployment remains relatively moderate by historical standards, the pace of job creation has slowed compared with the rapid expansion seen throughout much of 2025. In some sectors, companies have begun scaling back hiring plans or delaying expansion amid rising uncertainty in global markets and higher operating costs.

For Recruitment Coordinators and HR professionals, these developments suggest a shift in the labor market environment. During the hiring surge of 2025, companies competed aggressively for talent and accelerated recruitment timelines. In contrast, the emerging conditions of 2026 indicate a more cautious and selective approach. Organizations may prioritize essential positions, focus on productivity improvements, and rely more heavily on targeted hiring strategies rather than rapid workforce expansion.

While it remains uncertain whether the global economy will enter a prolonged period of stagflation, the convergence of geopolitical instability, rising energy prices, and cooling employment growth underscores the fragile balance currently facing policymakers and businesses alike. In the months ahead, indicators such as energy supply stability, inflation trends, and labor market resilience will play a crucial role in shaping both monetary policy decisions and corporate hiring strategies worldwide.

References

AIHR. (2026). 11 HR trends for 2026: Shaping what’s next. https://www.aihr.com/blog/hr-trends/

European Central Bank. (2026, March 4). Artificial intelligence: Friend or foe for hiring in Europe today? https://www.ecb.europa.eu/press/blog/date/2026/html/ecb.blog20260304~d9e34fc95f.en.html

The Guardian. (2026, March 6). Brent crude hits $90 as Kuwait ‘starts cutting oil production’; shock as US economy loses 92,000 jobs in February – business live. https://www.theguardian.com/business/live/2026/mar/06/oil-biggest-weekly-gain-four-years-strait-of-hormuz-traffic-halt-stock-markets-dollar-imf-news-updates

Times of India. (2026, March 2). LinkedIn lists skills on the rise in 2026: Why skills matter more than job titles in the AI hiring era. https://timesofindia.indiatimes.com/relationships/linkedin-lists-skills-on-the-rise-in-2026-why-skills-matter-more-than-job-titles-in-the-ai-hiring-era/articleshow/128941900.cms

H2 2025 Global Currency Forecast
  • Macroeconomics
  • November 10, 2025

H2 2025 Global Currency Forecast: Hedging Strategies

Our latest predictions on major currency pairs and practical steps businesses can take to mitigate exchange rate risk exposure.

Navigating New Export Control Regimes in Technology
  • Regulatory
  • November 10, 2025

Navigating New Export Control Regimes in Technology

A guide to the rapidly evolving landscape of international technology transfer regulations and compliance requirements.