South Africa

Economics

Energy

Military & Security

Politics

South African President Cyril Ramaphosa said in his Feb. 12 State of the Nation address that the government is committed to creating a fully independent state-owned transmission entity, which would own and operate the country's electricity grid and manage the electricity market.

South Africa: Ramaphosa Scraps Revised Eskom Reform Breakup Plan

United States

Taiwan

The United States and Taiwan signed the Agreement on Reciprocal Trade in Washington on Feb. 12, solidifying U.S. tariffs on Taiwanese goods at 15% and offering most favored nation-level tariffs for 2,072 Taiwanese goods, the Taipei Times reported the next day. 

Taiwan, U.S.: Trade Deal Signed, Must Pass Taipei's Skeptical Legislature

Switzerland

Ukraine

Russia

Russia-Ukraine Conflict

Kremlin spokesperson Dmitry Peskov said Russia, Ukraine and the United States would hold the next round of peace talks in Geneva, Switzerland, on Feb. 17-18, with presidential aide Vladimir Medinsky leading the Russian delegation, Russian state news agency TASS reported on Feb. 13.

Russia, Ukraine, U.S: Geneva Talks To Resume Feb. 17-18

Venezuela

Venezuela's interim President Delcy Rodriguez said Venezuela will hold free and fair elections by the end of U.S. President Donald Trump's term in 2028, NBC News reported on Feb. 12. 

Venezuela: Free and Fair Elections Remain Unlikely, Despite President's Statements

The U.S. Trump administration is reviewing the list of products affected by steel and aluminum tariffs and is planning to exempt some items and halt further additions to the list, the Financial Times reported on Feb. 12.

U.S.: Trump Administration May Exempt Some Steel and Aluminum Products From Tariffs

China

Europe

China's commerce ministry finalized its tariffs on European dairy products at a maximum of 11.7%, down from the preliminary tariff released in December 2025 that topped out at 43%, Bloomberg reported on Feb. 12.

China, Europe: Beijing Reduces Dairy Tariffs in Softer Approach to Trade Talks

Germany

Uzbekistan

Tajikistan

Turkmenistan

Kazakhstan

Kyrgyzstan

Germany hosted the foreign ministers of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan in Berlin, reaffirming their Strategic Regional Partnership and pressing for intensified cooperation against sanctions evasion tied to Russia's war in Ukraine, Qazinform reported on Feb. 11.

Central Asia, Germany: Berlin Presses Central Asia on Sanctions as It Deepens Strategic Partnership

U.S. President Donald Trump is shelving numerous tech restrictions on China to facilitate his April summit with President Xi Jinping in Beijing, according to Reuters sources on Feb. 12.

China, U.S.: Trump Curbing Tech Restrictions as Both Sides Seek Year-Long Deal

U.S.-China Relations

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

Assessments

Bangladesh

A man walks past campaign posters of Bangladesh Nationalist Party (BNP) chairman and Tarique Rahman in Dhaka on Feb. 13, 2026.

The transition from an interim administration will likely restore political stability, though social and fiscal pressures will still pose constraints for the new center-right government.

Bangladesh Nationalist Party Wins Big in First Election Since 2024 Uprising

Snapshots

Argentina

An aerial photo shows Argentinian police using a water cannon truck against protesters opposing labor reforms on Feb. 11, 2026, in Buenos Aires, Argentina.

Although the labor reform is likely to be approved and may incrementally improve Argentina's hiring climate, its short-term economic impact will be limited.

Argentina's Milei Secures Senate Backing for Market-Oriented Labor Overhaul

United Kingdom

U.K. Prime Minister Keir Starmer leaves Downing Street on Feb. 2, 2026, in London. 

While the crisis could see Labour elect a new leader in the coming months, broad party consensus and fiscal constraints make sharp policy shifts unlikely, limiting the risk of sustained market volatility.

In the U.K., Starmer's Leadership Struggles Reach a Tipping Point

Cuba

Mexico

American Airlines planes sit on the tarmac at Jose Marti International Airport in Havana on Feb. 9, 2026. 

Facing imminent economic collapse and the loss of key allies, the Cuban government will likely yield to U.S. demands for market liberalization to avoid a total breakdown of state authority while attempting to preserve political control.

Economic Concessions to U.S. Offer Path for Regime Survival in Cuba

Tunisia

Supporters of Tunisia's General Labour Union (UGTT) wave the national flag during a rally in Tunis on Aug. 21, 2025.

If the UGTT fails to resolve internal disputes and stage an effective national strike, President Saied will likely launch an expanded crackdown that further weakens the powerful labor union and, consequently, its private-sector bargaining power.

In Tunisia, UGTT Infighting Risks Playing Into President Saied's Hands

Indonesia

Visitors take pictures in front of an electronic board displaying falling stock prices at the Indonesia Stock Exchange in Jakarta on Jan. 29, 2026.

The episode exposes structural risks embedded in the president's governance that could threaten investor confidence -- and with it, Indonesia's economic growth and manufacturing competitiveness.

Lessons Learned From Indonesia's Market Rout

Japan

Japanese Prime Minister Sanae Takaichi (top, 5th from left) speaks during the election campaign rally on Jan. 29, 2026, in Himeji, Japan. 

Outcomes for the Feb. 8 snap ballot include a decisive victory for Prime Minister Sanae Takaichi's Liberal Democratic Party, a weakened conservative coalition and an opposition win.

Japan's Lower House Elections: Potential Outcomes and Their Implications

Global Elections

Turkey

A digital satellite illustration shows Europe at night.

The EU enlargement chief's upcoming visit to Turkey signals an attempt to balance cautious engagement with clear strategic interests, rather than an imminent breakthrough on the country's stalled accession process.

Understanding the EU's Strategic Reengagement With Turkey

India

A freight train on Aug. 26, 2025, in Ajmer India.

A U.S.-India trade deal will bring some relief to Indian exporters, but ambiguities over its scope, implementation timeline and myriad other flashpoints will risk undermining it.

An India-U.S. Trade Deal Will Face Ongoing Hurdles

Mozambique

Rwanda

Tanzania

A Rwandan policeman (R) and a Rwandan soldier (L) guard TotalEnergies' Mozambique LNG project in Cabo Delgado province, Mozambique, on Sept. 29, 2022.

Mozambique's LNG projects will likely progress in 2026 amid a safer security environment, but the economic windfall remains years away.

Mozambique's LNG Sector Turns a Corner Amid Megaproject Reboot

France

French Prime Minister Sebastien Lecornu speaks in parliament after surviving two no-confidence votes in Paris, France on Jan. 23 23, 2026. 

The budget's likely adoption will keep the minority government in office, but deep political fragmentation will limit policy action and sustain the risk of early elections, keeping France's fiscal trajectory uncertain.

The Risks to France's Fiscal Outlook Beyond the 2026 Budget

Bangladesh Nationalist Party (BNP) supporters gather for a rally in Sylhet, Bangladesh, ahead of the upcoming national election on Jan. 22, 2026. 

The Feb. 12 ballot could yield a government led by the conservative BNP, a coalition led by the Islamist Jamaat party, or a fragile BNP-Jamaat coalition -- each with distinct implications for Bangladesh's economic, political and foreign policy landscape.

Bangladesh's General Election: Potential Outcomes and Their Implications

Economics

SITUATION REPORTS

South Africa: Ramaphosa Scraps Revised Eskom Reform Breakup Plan

Taiwan, U.S.: Trade Deal Signed, Must Pass Taipei's Skeptical Legislature

Russia, Ukraine, U.S: Geneva Talks To Resume Feb. 17-18

Venezuela: Free and Fair Elections Remain Unlikely, Despite President's Statements

U.S.: Trump Administration May Exempt Some Steel and Aluminum Products From Tariffs

China, Europe: Beijing Reduces Dairy Tariffs in Softer Approach to Trade Talks

Central Asia, Germany: Berlin Presses Central Asia on Sanctions as It Deepens Strategic Partnership

China, U.S.: Trump Curbing Tech Restrictions as Both Sides Seek Year-Long Deal

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