Argentina

Economics

Politics

A judge partially suspended the implementation of a labor reform Argentina's Congress approved on Feb. 27, La Nacion reported on March 30.

Argentina: Court Partially Suspends Labor Reform

United States

Iran

Israel

Energy

Military & Security

U.S. President Donald Trump told aides that he is willing to end the Iran conflict without completely reopening the Strait of Hormuz, in favor of prioritizing U.S. military goals to weaken Iran's navy and significantly reduce its missile arsenal, The Wall Street Journal reported on March 31, citing Trump administration officials.

U.S., Iran: Trump Expresses Willingness To End Iran War Without Fully Reopening Strait of Hormuz

Australia

Australia's National Cabinet is preparing staged responses to potential fuel shortages, including voluntary conservation measures and possible fuel rationing, the Australian Financial Review reported on March 30.

Australia: National Cabinet Mulls Fuel Rationing

Pakistan

On March 27, the International Monetary Fund announced that it had reached a staff-level agreement with Pakistan, a development expected to release $1.2 billion from a $7 billion bailout package.

Pakistan: IMF and Pakistan Reach Staff-Level Agreement To Release $1.2B in Funding

Sub-Saharan Africa

Americas

Middle East and North Africa

Asia-Pacific

Europe

Eurasia

South Asia

Cyber

Environment, Science & Technology

World Trade Organization negotiators failed to extend their nearly 30-year-old ban on digital trade tariffs at the body's 14th ministerial conference in Cameroon, Bloomberg reported on March 30.

Global: WTO Negotiators Fail To Extend Digital Tariff Ban

China

India

CSCL Arctic Ocean and CSCL Indian Ocean -- two container vessels linked to China's state-owned shopping giant COSCO -- successfully transited the Strait of Hormuz, marking the first time COSCO-linked ships have transited the strait since the U.S. and Israel-Iran war began on Feb. 28, The National reported on March 30.

Iran: Chinese Container Ships Transit the Strait of Hormuz in Second Attempt

Bahrain

United Arab Emirates

Iran launched attacks targeting two Gulf aluminum producers, Bloomberg reported on March 28.

UAE, Bahrain: Iran Strikes Two Major Gulf Aluminum Producers

China's commerce ministry on March 27 initiated two probes, one into U.S. actions affecting global trade and another into U.S. actions impacting trade in "green products," including curbs on imports and technology cooperation.

China, U.S.: Beijing Prepares Retaliation for U.S. Section 301 Investigations

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.

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

This photo, taken in Lima in November 2024, shows Chinese President Xi Jinping (left) and Peruvian President Dina Boluarte attending the inauguration ceremony for the Chinese-built and operated "megaport" in the small Peruvian town of Chancay.

As Washington formalizes a new hemispheric doctrine centered on security and supply chain dominance, regional governments face mounting pressure to align their defense and economic policies with U.S. geopolitical interests.

How the U.S.'s Anti-China Strategy for Latin America Could Unfold

Columns

On Geopolitics

The Geopolitics of Natural Resources

As competition for natural resources and critical raw materials intensifies, companies -- not just countries -- must be more mindful of risks in their physical supply chains.

The Geopolitics of Natural Resources: An Introduction

Yemen

Houthi loyalists chant slogans on March 27, 2026, in Sanaa, Yemen, as they participate in a protest staged to show support for Iran in its ongoing war against the United States and Israel.

Yemen's Iran-backed Houthis will likely progressively expand their target set beyond Israel if the war intensifies, raising the risk of more economically disruptive attacks on regional shipping and energy infrastructure.

The Implications of the Houthis Joining the Iran War

Israel-Hamas Conflict

Russia-Ukraine Conflict

The second quarter will test global resilience as lingering conflicts and energy shocks converge to heighten economic uncertainty and geopolitical volatility.

2026 Second-Quarter Forecast: An Excerpt

Media

Podcasts

How will the trajectory of China-U.S. trade conversations change in light of conflict in the Middle East?

The Decision Advantage: The Impact of the Iran War on the Asia-Pacific Region

South Africa

A general view of power lines near the Lethabo power station between Vereeniging and Sasolburg, South Africa, on April 17, 2024.

Although South Africa's power sector reforms remain years from completion, their gradual advancement will still attract investment in energy projects that support the country's long-term energy security and decarbonization goals.

The Outlook for South Africa's Power Sector Reforms and Energy Security

Cars drive past a gas station in Ponte Leccia on the French Mediterranean island of Corsica on March 26, 2026. 

To address Iran-related energy disruptions, the European Union will likely opt for a patchwork of national relief measures, rather than a more comprehensive market intervention.

How the EU Is Responding to Its Latest Energy Crisis

Kuwait

Oman

Saudi Arabia

A medicine distributor stores Mounjaro (tirzepatide) self-injecting GLP-1 prefilled pens and vials in a fridge at his office in Thane, India, on March 20, 2026. 

India's pharmaceutical and medical technology sectors are set to grow significantly over the next several years amid manufacturing incentives, regulatory reforms and trade deals.

The Growth Outlook for India's Pharmaceutical Sector Remains Strong, Despite Global Uncertainties

The Geopolitics of Demographics

Geopolitics of Demographics

While far from deterministic, demographics plays a key role in influencing a country's domestic and international politics, as well as its economic and financial development.

The Geopolitics of Demographics: Politics and Economics

Russia

Russian President Vladimir Putin holds a meeting in Moscow on the global oil and gas market situation on March 9, 2026.

The current surge in demand for Russian oil will likely be short-lived, but weaker sanctions enforcement and higher energy prices could nonetheless buoy Moscow's capacity to fund its war in Ukraine.

In Twist of Fate, Russia Gets a Boost From Iran-Related Oil Shocks

People walk along the corniche area on the occasion of Eid al-Fitr, marking the end of the holy month of Ramadan, in Abu Dhabi on March 20, 2026.

Global Trade

Disruptions to shipping through the Strait of Hormuz will compel Gulf Cooperation Council states to invest in alternative trade routes and more resilient physical infrastructure.

Gulf Arab States, Shaken by Iran War, Plan Economic Pivot

U.S.-Iran Relations

Greenland

Denmark

Danish Defense Minister and top candidate of Denmark's Venstre party, Troels Lund Poulsen (left), and Danish Prime Minister and top candidate of the Social Democrat Party, Mette Frederiksen (right), attend a debate in Copenhagen on March 15, 2026.

The upcoming parliamentary elections could result in three distinct coalitions that would offer varying continuity in domestic economic policy and Copenhagen's approach to U.S. pressure over Greenland.

Denmark's General Elections: Potential Outcomes and Their Implications

Global Elections

Economics

SITUATION REPORTS

Argentina: Court Partially Suspends Labor Reform

U.S., Iran: Trump Expresses Willingness To End Iran War Without Fully Reopening Strait of Hormuz

Australia: National Cabinet Mulls Fuel Rationing

Pakistan: IMF and Pakistan Reach Staff-Level Agreement To Release $1.2B in Funding

Global: WTO Negotiators Fail To Extend Digital Tariff Ban

Iran: Chinese Container Ships Transit the Strait of Hormuz in Second Attempt

UAE, Bahrain: Iran Strikes Two Major Gulf Aluminum Producers

China, U.S.: Beijing Prepares Retaliation for U.S. Section 301 Investigations

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