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Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at the outcomes of the U.S.-South Korea summit. Meanwhile, the U.S. threatens fresh tariffs on China over rare earths, India’s prime minister visits China and Japan, and…
With the new 7 August tariff implementation date for U.S. tariffs looming, some markets will be critical to watch. Brazil and Switzerland are hoping to renegotiate, while India and Canada are not only faced with trade questions but also with complex geopolitical issues. As uncertainty is set to continue beyond…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at heightening tensions between the U.S. and India. Meanwhile, political leadership in Japan and Thailand each face a challenging week ahead, a Turkish parliamentary commission will meet…
As reciprocal tariffs go into effect this week and Congress formally commences the August recess, we are monitoring the following: Reciprocal tariffs on global trading partners will go into effect on Thursday, following last week’s executive orders detailing new tariff rates on imports from over 180 nations. While administration officials,…
On July 27, European Commission President Ursula von der Leyen and U.S. President Donald Trump struck a framework agreement on a new baseline tariff of 15% for EU goods exported to the U.S. The deal is expected to bring temporary relief to a volatile phase in transatlantic relations. It is…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at the U.S.-EU trade deal. Meanwhile, trade relations with the U.S. are high on the agenda for China, India, Brazil and South Africa. Elsewhere, Thailand and Cambodia agree…
The NATO Summit in The Hague at the end of June marked a victory for those trying to preserve Alliance unity by committing to increased military spending. Chosen partly for his transatlantic diplomatic skills, NATO Secretary General Mark Rutte was tasked with re-engaging the United States and renewing its commitment…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at the results of Japan’s Upper House elections. Meanwhile, President Marcos will meet with U.S. President Trump to secure a lower tariff rate for the Philippines, negotiations…
As tariff negotiations continue and Congress turns towards its late-summer agenda, we are monitoring the following: Countries continue to engage with the U.S. amid the extended pause on reciprocal tariffs. Despite previous extensions, Secretary of Commerce Howard Lutnick confirmed that August 1 is a “hard deadline” for implementation. The White…
AI now sits at the heart of the growth agenda for most software firms. It represents a huge opportunity to create value and, for many businesses, a threat they must defend against. Incumbent players are investing heavily into AI roadmaps to drive near-term value, reshape growth trajectories and defend market…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at U.S.-EU trade developments. Meanwhile, Mexico, Japan and South Asian countries seek progress in their respective trade relations with the U.S., while China and ASEAN work towards upgrading…
Pyongyang will have concluded that it can never negotiate away its own nuclear weapons capabilities, or risk inviting a repeat of last month’s U.S. airstrikes on Iran on its own territory. With Pyongyang’s geopolitical environment also becoming more advantageous since 2022, any future negotiations between the U.S. and North Korea…
