United States

Ukraine

Economics

Politics

In a new draft critical minerals deal with Ukraine, the U.S. Trump administration is including the "right of first offer" on investment in all infrastructure and natural resource projects, Bloomberg reported on March 27. 

Ukraine: Draft Minerals Deal Would Give U.S. Control Over Natural Resource, Infrastructure Investment in Ukraine

Europe

Russia

Military & Security

Russia-Ukraine Conflict

At the end of a summit of European leaders in Paris, French President Emmanuel Macron said during a press conference that participants had unanimously agreed to maintain sanctions on Russia and increase military aid to Ukraine, with France pledging an additional 2 billion euros ($2 billion), Le Monde reported on March 27.

Europe, Ukraine: Europe To Maintain Sanctions on Russia, Pursue Reassurance Force in Ukraine

Argentina

Argentina's Economy Minister Luis Caputo announced that its forthcoming deal with the International Monetary Fund will be for $20 billion of fresh funds, although the IMF executive board could take weeks to approve the agreement, Bloomberg reported on March 27.

Argentina: IMF Deal Details To Ease Short-Term Market Concerns

United Kingdom

The United Kingdom's Treasury chief Rachel Reeves said London will not retaliate against a 25% U.S. tariff on car imports that will take effect on April 3, Reuters reported on March 27. 

U.K.: London Will Not Retaliate Against U.S. Auto Tariffs, Seeks Exemptions

Brazil

The Brazilian government sent the U.S. Trade Representative a document noting that the White House's tariff policies can severely undermine bilateral relations, g1 reported March 27.

Brazil, U.S.: Bilateral Trade to Marginally Cool Down as Brasilia Adopts Tough Rhetoric on Trump's Tariffs

Japan

South Korea

Taiwan

South Korea's Acting President Han Duck-soo said in a meeting with business lobbyists that the government would "draw up response strategies" and "focus on providing tailored support" in light of the "current trade war" with the United States, the Financial Times reported March 27. 

South Korea, Japan, Taiwan: U.S. Partners Scramble to Respond to Auto Tariffs

Panama

Hong Kong SAR, China

China

Chinese senior officials last week told state-owned enterprises to stop all business dealings with Li Ka-shing -- senior advisor to and former chairman of private, Hong Kong-based CK Hutchison Holdings -- and his family, according to Bloomberg sources on March 27.

China: Beijing Cuts State Sector Business with Li Ka-shing to Stop Port Deal

U.S.-China Relations

Canada

Mexico

U.S. President Donald Trump signed a presidential proclamation on March 26 implementing a 25% tariff on all imported passenger vehicles and major auto parts, such as powertrain parts, going into effect on April 3 and May 3, respectively.

U.S.: White House Announces 25% Tariffs on All Passenger Vehicle Imports

The world is connected, but even the broadest topics deserve an individual look. Below are our latest and most relevant economics analyses.

Below are our latest and most relevant economics analyses.

Sub-Saharan Africa

Americas

Asia-Pacific

Eurasia

Middle East and North Africa

South Asia

Beyond Quantitative Easing

The New Silk Road

The Fate of the Eurozone

South America: Split Decisions on Trade

Banking

Commodities: A Cautionary Tale

Social Issues

European Disintegration

Russia's Internal Struggle

China in Transition

A Japanese Awakening

East African Integration

Snapshots

Australia

Australian Treasurer Jim Chalmers delivers a speech in parliament on the government's newly unveiled 2025-26 budget on March 25, 2025, in Canberra, Australia.

Unveiled just ahead of May elections, the budget marks a pivot to resource-driven growth, U.S.-aligned defense integration and domestic industrial development, but its durability will be tested.

Reading Between the Lines of Australia's 2025-26 Budget

Turkey

People in Istanbul, Turkey, walk past a currency exchange board showing the Turkish lira, which fell to historic lows against the dollar upon the news of Istanbul Mayor Ekrem Imamoglu's arrest on March 19, 2025. 

Extensive foreign exchange sales have so far kept the Turkish lira relatively stable, but this is a high-risk strategy as it could eventually force Ankara to allow for significant exchange rate depreciation.

Turkey's Efforts To Stabilize Markets Amid Protests May Not Be Sustainable

The skyline of Kigali, Rwanda, is seen on March 27, 2024.

The region's population dynamics will remain favorable in the context of strong labor force growth and declining dependency ratios.

The Economic Potential of Sub-Saharan Africa's Population Growth

New Zealand

India

India's Prime Minister Narendra Modi (L) walks with New Zealand's Prime Minister Christopher Luxon (R) before their meeting at the Hyderabad House in New Delhi, India, on March 17, 2025. 

Global Trade

U.S. tariff threats are pushing India to revamp negotiations over free trade agreements, but protectionist trade policies and other obstacles will challenge the progression of talks.

India Dusts Off Old FTA Negotiations Ahead of U.S. Tariffs

Assessments

Saudi Arabia

Participants attend the annual Future Investment Initiative (FII) conference in Riyadh, Saudi Arabia, on Oct. 29, 2024. 

Energy

The kingdom is increasingly likely to continue to scale back less viable megaprojects while focusing on successful reforms.

As the Finish Line Approaches, Saudi Arabia Dials Back Its Vision 2030 Ambitions

People wave Turkish national flags as they protest in Istanbul on March 20, 2025, following Mayor Ekrem Imamoglu's detention over a corruption probe.

The charismatic Istanbul mayor's detention will likely trigger protests and further undermine his party's ability to challenge Erdogan and the AKP in the 2028 presidential election.

In Turkey, Imamoglu's Arrest Dims the Opposition's Presidential Prospects

Spain

Spanish soldiers sit at tables at a makeshift military base in Valencia, eastern Spain, on Nov. 12, 2024, following deadly floods in the region.

Domestic political constraints will impede Madrid's ability to expand its defense budget, which will expose it to U.S. retaliation and limit Spanish participation in any European deployment to Ukraine.

Despite Recent Pledges, Spain Will Struggle To Boost Military Spending

Media

Podcasts

How will these changes affect European countries?


Essential Geopolitics: The United States' Evolving Relationship With Russia

South Africa

South African President Cyril Ramaphosa arrives at a briefing at his African National Congress (ANC) party's headquarters in Johannesburg on May 13, 2024.

South Africa will struggle to meet Trump's demands for major foreign and domestic policy changes, which will risk exposing the country to disruptive U.S. economic retaliation, including entity-based sanctions.

Trump Turns Up the Heat on South Africa

Germany

Incoming German Chancellor Friedrich Merz addresses the Bundestag on March 18, 2025, before a vote on changes to the country's constitutional debt limits.

The historic reform will allow for increased investment and higher defense spending, which will help raise medium-term economic growth in both Germany and the euro area. 

The Economic Impact of Germany's Debt Brake Reform

Lebanon

U.N. Satellite Center cultural heritage analyst Michelle de Gruchy gestures next to a map of Beirut, Lebanon, during a press conference in Geneva, Switzerland, on monitoring damage to cultural heritage in Lebanon and Gaza on Nov. 25, 2024.

While Lebanon's renewed negotiations with the IMF may yield a draft agreement, a fragmented parliament will likely prevent Lebanon from implementing key economic reforms and unlocking significant aid.

Despite New IMF Negotiations, Lebanon's Economic Crisis Rages On

Columns

On Geopolitics

U.S. President Donald Trump speaks from the Oval Office on March 7, 2025, after announcing that tariffs could be imposed on Canadian dairy and lumber products within days. 

The expanding scope of Trump's trade wars, coupled with the whiplash of tariffs being enacted and then suspended, begs the question: what is driving this strategy and what, if anything, will constrain it?

Trump's Emerging Trade Doctrine

Economics

SITUATION REPORTS

Ukraine: Draft Minerals Deal Would Give U.S. Control Over Natural Resource, Infrastructure Investment in Ukraine

Europe, Ukraine: Europe To Maintain Sanctions on Russia, Pursue Reassurance Force in Ukraine

Argentina: IMF Deal Details To Ease Short-Term Market Concerns

U.K.: London Will Not Retaliate Against U.S. Auto Tariffs, Seeks Exemptions

Brazil, U.S.: Bilateral Trade to Marginally Cool Down as Brasilia Adopts Tough Rhetoric on Trump's Tariffs

South Korea, Japan, Taiwan: U.S. Partners Scramble to Respond to Auto Tariffs

China: Beijing Cuts State Sector Business with Li Ka-shing to Stop Port Deal

U.S.: White House Announces 25% Tariffs on All Passenger Vehicle Imports

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