United States

China

Economics

The administration of U.S. President Donald Trump paused plans to sanction China's Ministry of State Security over its role in the 2024 major hack on U.S. infrastructure called Salt Typhoon, according to Financial Times sources on Dec. 4.

U.S., China: Trump Pauses Sanctions, Constrains Export Curbs To Support China Deal

U.S.-China Relations

Taiwan

Politics

U.S. President Donald Trump signed into law the Taiwan Assurance Implementation Act after the bill passed the Senate and House, Bloomberg reported on Dec. 3. 

U.S. Taiwan: U.S. Bill To Facilitate Talks With Taiwan, Stir Chinese Retaliation

Military & Security

Taiwan's opposition Kuomintang (KMT) party and Taiwan People's Party (TPP) decided not to move President William Lai's proposed $40 billion supplemental defense budget through committees for review, the South China Morning Post reported Dec. 2.

Taiwan: Legislature Rejects Lai's Defense Spending Plan

Japan

U.S. President Donald Trump called Japanese Prime Minister Sanae Takaichi on Nov. 25 and briefed her on his recent call with Chinese President Xi Jinping.

U.S., Japan: Trump Vows Support for Takaichi Amid Japan-China Dispute

U.S. President Donald Trump and Chinese President Xi Jinping spoke by phone on Nov. 24, Bloomberg reported. Trump accepted Xi's invitation for an April 2026 visit to Beijing and invited the Chinese leader for a reciprocal state visit to the United States, while Xi emphasized that Taiwan's "return to China" remains foundational Chinese policy.

U.S., China: Trump and Xi Discuss Reciprocal State Visits During Phone Call

Netherlands

Environment, Science & Technology

Dutch Economics Affairs Minister Vincent Karremans announced on X on Nov. 19 that he was suspending his Sept. 30 order to take temporary control of Chinese-owned semiconductor manufacturer Nexperia following consultations with Chinese officials.

Netherlands, China: Netherlands Suspends Takeover of Chinese-Owned Chipmaker Nexperia 

Sub-Saharan Africa

Americas

Middle East and North Africa

Asia-Pacific

Europe

Eurasia

South Asia

Rare earth yttrium oxide prices have reached $126 per kilogram, which is roughly a 1,400% increase since the beginning of 2025, when prices were about $8 per kilogram, Bloomberg reported on Nov. 17, citing Asian Metal data.

Global: Yttrium Oxide Prices Increase by 1,400% in 2025

China's commerce ministry announced on Nov. 9 that it had suspended for one year its December 2024 decision to ban exports of germanium, gallium, graphite, tungsten and antimony to the United States, though these exports are still subject to an export licensing regime.

China: U.S. Minerals Export Ban Paused, Fentanyl Precursor Exports Curbed

Assessments

Global Trade

While efforts by China and others to de-dollarize their international trade will fragment the international trade financing regime to some extent, they will do little to undermine the dollar's dominance.

The Geopolitics of Trade: De-dollarization and International Trade

Brazil

Iraq

Syria

Campaign posters Nov. 6 ahead of Nov. 11 Iraqi parliamentary elections in central Baghdad.

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

The Weekly Rundown: Iraqi Elections, a U.S.-China Deal Enters Effect

Snapshots

U.S. President Donald Trump (L) and China's President Xi Jinping leave after their talks at the Gimhae Air Base, in Busan, South Korea, on Oct. 30, 2025. 

The framework deal favors China by boosting its export competitiveness, but future escalations with the U.S. are likely over the coming year due to differing interpretations of the new measures and ongoing trade tensions.

China Secures Favorable U.S. Trade Deal, New Escalations Still Likely

Brunei Darussalam

Cambodia

Timor-Leste

Indonesia

Laos

Malaysia

Myanmar

Philippines

Singapore

Thailand

Vietnam

U.S. President Donald Trump (center) poses for a group photo with the leaders of (L-R) Singapore, East Timor, Vietnam, Cambodia, Malaysia, the Philippines, Brunei, Indonesia and Laos during the ASEAN leaders summit on Oct. 26, 2025. 

The summit highlighted the Southeast Asian bloc's attempts to boost internal unity and economic integration amid the U.S.-China rivalry, but it also exposed structural divides and external pressures that hinder unified action and leave ASEAN states vulnerable to coercion.

The Takeaways From the 2025 ASEAN Summit

Cameroon

Cote d'Ivoire

Tanzania

Argentina

South Korea

Supporters of Argentine President Javier Milei's Liberty Advances (LLA) party wave flags during a campaign rally in Rosario, Argentina, on Oct. 23, 2025.

The Weekly Rundown: Argentina Holds Midterm Elections, Trump Travels to Asia

Media

Forecast Webcast

Israel-Hamas Conflict

Russia-Ukraine Conflict

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

2025 Fourth-Quarter Forecast Webcast

The fourth quarter will bring shifting trade tactics, evolving wars, and pivotal elections and flashpoints worldwide that will test governments’ stability and market confidence.

2025 Fourth-Quarter Forecast: An Excerpt

Chinese Vice Premier He Lifeng arrives for trade talks with US Secretary of the Treasury Scott Bessent at the foreign ministry in Madrid on Sept. 14, 2025.

A Trump-Xi phone call and a fourth round of U.S.-China trade talks have yielded few concrete results, showing that negotiations on trade and TikTok will remain slow-going.

Despite Trump-Xi Phone Call, U.S.-China Trade Talks Struggle To Gain Traction

Flag of China on a red-painted printed circuit board.

Cyber

Advancements in China's semiconductor sector are reducing Chinese companies' reliance on foreign technology, enabling them to push back more firmly against Western hegemony.

China's Chip Advances Increase Beijing's Leverage in Talks With the U.S.

Chile

Israel

Qatar

United Kingdom

Russia

Qatar's Prime Minister and Foreign Minister Sheikh Mohammed bin Abdulrahman al-Thani addresses a press conference following Israeli strikes in Doha on Sept. 9, 2025. 

The Weekly Rundown: Qatar Hosts an Arab-Islamic Summit, EU Announces New Sanctions on Russia

Columns

On Geopolitics

A portrait of former U.S. President Ronald Reagan is seen in the background as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House in Washington, D.C., on April 22, 2025.

In just seven months in office, the Trump administration has pursued a series of highly unconventional economic policies that, taken together, amount to the deepest government interventionism into the U.S. economy of any president since the Reagan era.

The Visible Hand: Trump's Interventionism Reshapes American Capitalism

U.S. President Donald Trump speaks during the "Winning the AI Race" summit hosted by All‑In Podcast and Hill & Valley Forum at the Andrew W. Mellon Auditorium on July 23, 2025, in Washington, D.C. 

Relaxed U.S. export controls on key semiconductors will enable Chinese companies to accelerate their advancement of AI-focused chips.

How U.S. Export Concessions Could Boost China's AI Ambitions

U.S.-China Relations

SITUATION REPORTS

U.S., China: Trump Pauses Sanctions, Constrains Export Curbs To Support China Deal

U.S. Taiwan: U.S. Bill To Facilitate Talks With Taiwan, Stir Chinese Retaliation

Taiwan: Legislature Rejects Lai's Defense Spending Plan

U.S., Japan: Trump Vows Support for Takaichi Amid Japan-China Dispute

U.S., China: Trump and Xi Discuss Reciprocal State Visits During Phone Call

Netherlands, China: Netherlands Suspends Takeover of Chinese-Owned Chipmaker Nexperia

Global: Yttrium Oxide Prices Increase by 1,400% in 2025

China: U.S. Minerals Export Ban Paused, Fentanyl Precursor Exports Curbed

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