Global Political Analysis

A 15% tariff. Hundreds of billions in trade. A deal hailed as peace, but rather it is a fragile transaction hiding deeper shifts. Read our special update about the untold story beneath the surface.

Rising interest rates are a global phenomenon — the common thread: markets flashing red over the (un)sustainability of public finances. There are three possible roads to debt discipline. But which path will each country take — and what will that mean for the markets?

The One Big Beautiful Bill represents one of the most ambitious and controversial legislative initiatives in recent U.S. history. In a single, sweeping package, the Republican Party under Trump aims to cement its economic and social vision. How will its implementation and the reactions of voters and markets unfold?