Argentina

Economics

A U.S. judge ordered Argentina to give up its 51% stake in oil and gas company YPF as a partial payment in a $16.1 billion trial, La Nacion reported June 30.

Argentina: YPF Legal Dispute To Fuel Uncertainty, Financial Volatility

Cuba

United States

Politics

U.S. President Donald Trump imposed stricter policies on Cuba and reversed measures former President Joe Biden adopted that relaxed sanctions on the communist island, Reuters reported June 30.

Cuba: U.S. Imposes Stricter Policies, Deepening Economic Crisis

South Korea

South Korean President Lee Jae-myung on July 1 said that liquidity being pumped into the housing sector was fueling speculation and causing instability in the sector, Yonhap reported the same day. 

South Korea: President Lee Seeks To Rein In Investment in Housing

Europe

The European Commission said it received a U.S. proposal outlining potential cooperation on tariff reductions, trade barriers and strategic sectors, though specific terms and tariff rates were not disclosed, Bloomberg reported on June 30. 

EU, U.S.: Brussels Opens to 10% U.S. Tariff in Deal Ahead of July 9 Deadline, Seeks U.S. Concessions

Energy

Environment, Science & Technology

The U.S. Senate removed a controversial moratorium on state-level artificial intelligence regulations from the Republicans' tax cut and spending "megabill" in a 99-1 vote after a compromise deal on the text fell apart, Politico reported on July 1.

U.S.: AI Regulation Moratorium Scrapped From U.S. Megabill, but Solar, Wind Tax Remains

Ukraine

The European Union and Ukraine reached an agreement on June 30 about the future of their trade in agricultural products, establishing three tiers of product quotas that reflect the products' importance to EU producers, The Kyiv Independent reported the next day. 

EU, Ukraine: Negotiators Reach Deal on Agricultural Exports

Syria

U.S. President Donald Trump signed an executive order to partially lift sanctions on Syria, the White House announced on June 30.

U.S., Syria: U.S. Lifts Some, but Not All, Sanctions on Syria

Indonesia

Indonesia announced it will ease import restrictions on over 300 goods categories -- including plastics, chemicals, fertilizers and forestry products -- rolled out under 2023 trade protection rules in a partial reversal of its protectionist measures, Reuters reported on June 30.

Indonesia, U.S.: Jakarta Cuts Import Restrictions, Proposes Minerals Collaboration

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

Democratic Republic of the Congo

Rwanda

U.S. Secretary of State Marco Rubio (C) speaks during a peace agreement signing ceremony between Congolese Foreign Minister Therese Kayikwamba Wagner (R) and Rwandan Foreign Minister Olivier Nduhungirehe in the Treaty Room of the State Department in Washington, D.C., on June 27, 2025. 

Military & Security

The peace agreement opens Rwanda and the Democratic Republic of the Congo up to significant economic opportunities, but disagreements over interpretation and continued proxy violence risk stalling the deal’s implementation.

A Fragile Peace Takes Shape Between Congo and Rwanda

Assessments

Argentina's economy minister Luis Caputo (L) and Argentine President Javier Milei walk from the Casa Rosada Presidential Palace after a meeting on April 14, 2025.

Despite recent progress, Argentina's economic and financial position remains vulnerable over the medium term.

The Challenges Facing Argentina's New IMF Program

Israel-Hamas Conflict

Russia-Ukraine Conflict

The third quarter of 2025 will be defined by disruptive trade policies fueling supply chain volatility and the persistent risk of escalation in major conflicts.

2025 Third-Quarter Forecast: An Excerpt

Bolivia

Brazil

Paraguay

Uruguay

A photo shows the national flags of Mercosur countries waving in the wind.

Global Trade

The South American trade bloc's July 2-3 summit will likely advance two key initiatives: increasing member state autonomy on tariff decisions and finalizing free trade deals with countries seeking to avoid U.S. tariffs.

The Mercosur Summit Will Focus on Advancing Tariff Autonomy and Trade Deals

Media

Forecast Webcast

Join our analysts for this webcast recording exploring key topics identified in RANE's 2025 Third-Quarter Forecast.

2025 Third-Quarter Forecast Webcast

U.S.-China Relations

U.S.-Iran Relations

Iran

Israel

Saudi Arabia

United Arab Emirates

An oil tanker is seen at Saudi Arabia’s port of Ras al-Khair. 

Despite the ceasefire, the risk of a renewed conflict remains, which could again drive oil prices higher if Iran and/or its proxies begin attacking regional oil infrastructure and shipping.

Assessing the Oil Market Volatility Caused by the Israel-Iran War

China

New Zealand

People are seen behind a New Zealand flag during a ceremony celebrating the anniversary of Anzac Day. 

Prime Minister Luxon's recent trip to China marked a high-stakes diplomatic mission aimed at both deepening economic ties with Beijing and signaling New Zealand's more assertive regional posture.

New Zealand's Pivot: Assertive Defense Meets Economic Dependence on China

France

French Prime Minister Francois Bayrou speaks during a press conference at a hotel in Paris on June 24, 2025. 

The collapse of negotiations over potential changes to President Macron's controversial pensions reform will increase the risk of more no-confidence votes against the government, budgetary deadlock and another early election.

In France, the Collapse of Pension Reform Talks Risks Worsening Political Instability

Russia

Israeli air defense systems are activated to intercept Iranian missiles over the Israeli city of Tel Aviv early on June 18, 2025. 

A look at what the coming week will bring -- and a list of recommended RANE articles from the week that was.

The Weekly Rundown: Israel-Iran Conflict Rages On, NATO Holds Annual Summit

Columns

On Geopolitics

Iranian Supreme Leader Ali Khamenei addresses the nation in a state television broadcast on June 18, 2025, in Tehran, Iran. 

While Israel's airstrikes appear aimed at destabilizing the country, they are alone unlikely to collapse the Islamic Republic, as Iranian leaders would probably make significant concessions to ensure the regime's survival rather than let it fall.

Assessing the Potential for Regime Change in Iran

Italy

Italian Prime Minister Giorgia Meloni speaks to media during the closing press conference of the G7 Summit in Fasano, Italy, on June 15, 2024. 

Italy is seeking to embed its Mattei Plan into EU policy to gain support for its immediate goals of energy security and migration control, but structural issues will likely limit Rome's long-term influence in Africa.

Italy Syncs Its Mattei Plan for Africa With EU Initiatives

Palestinian Territories

A group of armed Israeli soldiers stands in a narrow alley of the Old City of Hebron, West Bank, on May 31, 2025. 

While it will likely curb immediate terror threats, the crackdown will also fuel Palestinian grievances, increasing the risk of a larger uprising and internal Israeli government tensions.

To Thwart Militant Attacks, Israel Cracks Down on the West Bank

Economics

SITUATION REPORTS

Argentina: YPF Legal Dispute To Fuel Uncertainty, Financial Volatility

Cuba: U.S. Imposes Stricter Policies, Deepening Economic Crisis

South Korea: President Lee Seeks To Rein In Investment in Housing

EU, U.S.: Brussels Opens to 10% U.S. Tariff in Deal Ahead of July 9 Deadline, Seeks U.S. Concessions

U.S.: AI Regulation Moratorium Scrapped From U.S. Megabill, but Solar, Wind Tax Remains

EU, Ukraine: Negotiators Reach Deal on Agricultural Exports

U.S., Syria: U.S. Lifts Some, but Not All, Sanctions on Syria

Indonesia, U.S.: Jakarta Cuts Import Restrictions, Proposes Minerals Collaboration

Forecasts

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