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Global Newsletter & Insights Series
The tragic events of 29 October in the Itaewon neighborhood of Seoul, which claimed over 150 lives, will provide the sternest test yet of President Yoon Suk-yeol’s leadership. In the coming days, we expect that opposition parties will pursue the government with allegations of negligence and mishandling of the affair,…
Lula has won the presidency in Brazil. Russia has suspended the Black Sea grain deal. The Bank of England will be at the center of attention this week. Meanwhile, China is granting women greater protection, Kosovo is going ahead with its controversial license plate change, left-leaning governments across Latin America…
The divisions between hawks and doves continue to complicate a common EU policy towards China, but even dovish member states such as France and Germany are struggling to develop a joint strategic approach. The deterioration of the EU-China relationship in the last few months has not had severe material implications…
Former President Luiz Inacio Lula da Silva won the presidency yesterday, 30 October, by a little over two million votes or a difference of 1.8 percentage points (50.9-49.1%) over incumbent president Jair Bolsonaro, who remains silent since the announcement of Lula’s victory. Unlike in his two previous presidential mandates in…
President Xi Jinping achieved his three major objectives: a third five-year term as general secretary, no presumed successor, and a Politburo Standing Committee stacked with loyalists. The main political faction that might have exerted modest constraints on Xi, the Communist Youth League faction, was entirely shut out of the Standing…
In a rare move for any German chancellor, Olaf Scholz has unilaterally decided to keep all three remaining nuclear power blocks in service throughout the winter until April 2023. Meanwhile, at a gathering of European Social Democrats, Scholz called for renewed efforts to close a transatlantic trade deal between the…
China’s president has secured another term in office. Polls in Brazil have both presidential candidates at a technical tie. The Bank of Japan will likely stick to its ultra-accommodative policy. The European Central Bank is likely to revise TLTRO conditions. South Africa’s finance minister will present his medium-term budget statement.
Australia has recently experienced a spate of significant cyberattacks, with some of its largest companies targeted, and the data of millions of users compromised. As companies and governments look to navigate this increasingly complex problem, senior executives need to be well-prepared and proactive to stay ahead of cyber criminals. Brad…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News This week the Missouri State Employees’ Retirement System pulled all public equities managed by BlackRock, as Missouri become the latest conservative state to propose or implement rules…
This week, trade-related uncertainty in Mexico will continue as President Andres Manuel Lopez Obrador (AMLO) increasingly opts for loyalty over technical expertise. In Brazil, there was no clear winner in yesterday’s presidential debate less than a fortnight before the run-off vote. Chile marks three years since the mass protests and…
China’s president has opened the Communist Party congress. The new chancellor has reversed the UK government’s mini budget. Poll numbers are not expected to move significantly in Brazil. Russian strikes on Ukrainian infrastructure continue. Meanwhile, consumer price data will be published in Japan, government formation talks will begin in Italy,…
Prime Minister Liz Truss has sacked her chancellor Kwasi Kwarteng, replacing him with relatively centrist Jeremy Hunt, in a desperate bid to calm the pushback from her own backbench MPs, markets, and voters. The dramatic move constitutes a double-edged sword: it is both testament to the PM’s extremely precarious position…
