Feb 2026
India Reopens to Trade as Barriers Fall
Political Frictions Keep Markets on Edge
Brazil Enters 2026 With Stronger Fundamentals
Fed Holds Rates as Policy Credibility Endures
US Dollar Falls Back to Multi-Year Lows
Jan 2026
Brazil: Currency Rebound Meets Political Risk
Poland Holds Rates After 2025 Easing Cycle
Trump–Powell Clash Tests Fed Independence
China: Activity Picks Up
Markets Near the End of the Rate-Cut Cycle
Venezuela and the US Long-Term Power Strategy
US Monetary Policy: A Divided Federal Reserve
Dec 2025
The US Is Marked By Contradictions And Profitability
Merry Christmas!
Rare Earths: Europe’s Big Test
Brazil and Turkey Grow Amid Turbulence
Germany’s Slow Road to Recovery
Mexico Balances Weak Industry and Growth in Services
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