Trump held a key meeting with China’s Xi, before which posting, “THE G2 WILL BE CONVENING SHORTLY!” Markets may enjoy a ‘Farce 2 trade deal.’ But China has already announced new controls on the export ...

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Markets last week were understandably in risk-on mode in reaction to the sit-down meeting between Presidents Trump and Xi on the sidelines of the APEC conference. The US agreed to cut fentanyl-related ...

US tariffs, FX shifts, and rising global competition are reshaping Europe’s folding carton industry. This report explores strategic responses to mounting pressure. Folding carton is a boxboard grade ...

The week ahead is an important one for Japan and potentially for the JPY. Not only will PM Takaichi meet President Trump for the first time in person, but it is hoped that the October 30 BoJ policy ...

The Dow Jones closed up more than 1% on Friday, the S&P500 rose by 0.79% and futures are pointing higher today following the release of a benign CPI inflation report and news that the USA and China ...

If the market had hoped that the minutes of the SNB’s latest policy meeting would lay bare the full array of thoughts on negative rates it would have been disappointed.

Carlos Mera and Oran van Dort discuss the spike in coffee prices. Despite so many factors affecting the coffee market in the last couple of years, global exports in the 12 months to August remained ...

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Meanwhile, Trump’s statecraft continues to pick ‘winners’ – industries or businesses that are key to his agenda. And he’s willing to spend on these. This week, the White House announced it had taken a ...

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