More than half of 2025 is over and we’re almost about to enter the last quarter of the calendar year. It’s time to assess which way the global economy is headed because the last time I wrote about it, it was just after the IMF and World Bank Group Spring Meetings in the US in… Continue reading Which Way Go-eth The Global Economy?
It’s been a long time coming. From Trump’s first term in office as US President, when he waged a tariff and trade war targeted primarily at China, the world has been in a tread-and-trade-carefully mode. Now that he is back for his second term, he is doubling down on his unfinished agenda, of taking the… Continue reading What the Post Trump-Tariff World Economic Order Looks Like
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The world’s most powerful financial elite, comprising finance ministers and central bankers converged in Washington DC last week for their annual Spring Meetings with the World Bank and the IMF. This follows on from the US elections last November where Trump was elected US President for the second, but not consecutive term. Usually, this wouldn’t… Continue reading The Global Economy Lacks Spring in its Step
For the past few years since the Covid-19 pandemic, economic growth around the world has been subject to many constraints, including geopolitical ones, but most of all to cyclical and structural factors as well as to base effects. And every year of economic recovery since the pandemic, we have been speaking of it being the… Continue reading Navigating 2025 the Slowdown Year
What? There are no 'I's in the global economy, of course. Well, the year has begun with corporate earnings and once again it’s time to turn our attention to these to see what they seem to be telling us about the health of the economy. India’s, and the world’s. From the corporate earnings announced, they… Continue reading The Three ‘I’s to Watch in the Global Economy
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The start of a new year usually means the world’s global elite gather at Davos-Klosters in Switzerland for their annual summit. And this year was no different. After three years when these were disrupted due to Covid-19 pandemic and had to be held virtually, they are back in person for the second consecutive year now.… Continue reading What The Davos Summit Missed in 2024
The current semiconductor competition between US and China is fast threatening to morph into a larger Cold War of the 21st Century as I have written before on my blog. It is part of the continuation of the Trump-era tariff and trade wars that the two superpowers engaged in, in a tit-for-tat raising of tariffs… Continue reading Why the US-China Eco-Tech War is Dangerous for the Global Economy
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Peripatetic Perch 