China

Europe

Economics

Energy

Environment, Science & Technology

The European Commission opened an in-depth investigation under the EU Foreign Subsidies Regulation into Chinese wind turbine manufacturer Goldwind, according to a Feb. 3 commission press release.

EU, China: Brussels Opens Subsidy Probe Into Chinese Wind Turbine Maker Goldwind  

South Africa

Politics

South African state-owned utility company Eskom called for an urgent meeting with creditors Feb. 2 to discuss recently proposed changes to its unbundling strategy, News24 reported Feb. 2.

South Africa: Eskom Calls For Urgent Talks With Creditors Amid Pushback Against New Unbundling Plans    

Ethiopia

An ad hoc committee of bondholders said that it would take legal action against the Ethiopian government before U.K. courts to "enforce payment of the outstanding principal and interest due," Reuters reported Feb. 2.

Ethiopia: Eurobond Holders Plan Legal Action After Official Creditors Reject Preliminary Deal 

India

Indian Finance Minister Nirmala Sitharaman presented the country's FY 2026-27 budget to Parliament on Feb. 1, AFP reported Feb. 2.

India: 2027 Budget Pledges To Increase Investment, Boost Infrastructure Spending

France

French Prime Minister Sebastien Lecornu will face two more no-confidence votes Feb. 2 after invoking Article 49.3 of the French Constitution to pass the 2026 budget without a parliamentary vote, Le Figaro reported.

France: Prime Minister Lecornu Set To Survive Final No-Confidence Votes on 2026 Budget

United Kingdom

Senior EU and U.K. officials held meetings in London on Feb. 2 to discuss trade and broader post-Brexit relations ahead of a second bilateral summit tentatively planned for the spring, Reuters reported.

Europe: U.K. and EU Hold Talks in London as Starmer Calls for Deeper Defense Cooperation

United States

The United States and India have reached a trade deal that will immediately lower U.S. reciprocal tariffs on India from 25% to 18% and will remove an additional 25% tariff the United States imposed on New Delhi last year for its purchases of Russian oil, Reuters reported Feb. 2.

India, U.S.: New Delhi and Washington Reach Trade Deal

Military & Security

U.S. President Donald Trump's administration is planning to launch a strategic critical raw material (CRM) stockpile for the U.S. private sector, known as Project Vault, with about $12 billion in initial funding, Bloomberg reported Feb. 2. 

U.S: Washington To Launch CRM Stockpile for Private Sector 

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

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

Assessments

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

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

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

Global Elections

Costa Rica

The candidates running in Costa Rica's 2026 presidential election participate in a debate at the Supreme Electoral Tribunal in San Jose, Costa Rica, on Jan. 11, 2026. 

Although the president cannot run for reelection, his hand-picked successor will likely win the vote, keeping the right wing at the helm.

Costa Rica's Upcoming Election Will Likely Yield Policy Continuity

The Federal Reserve's headquarters is seen in Washington, D.C.

Trump will soon be able to nominate a new Fed chair and governor. But unless the Supreme Court vastly increases the president's power to dismiss Fed governors, the bank will retain its independence, limiting the risk of market instability.

U.S. Fed Independence: Assessing Threats From Trump Nominations, Court Rulings

Iran

Israel

Palestinian Territories

A photo of Israeli banknotes.

While Israel's economy has proven remarkably resilient during the years-long Gaza war with Hamas, persistent security risks and an upcoming election will present new challenges.

How Israel's Economy Will Weather Persistent Political and Security Concerns in 2026

U.S. Secretary of State Marco Rubio (right) meets with Indian External Affairs Minister Subrahmanyam Jaishankar at a hotel in New York City on the sidelines of the U.N. General Assembly meeting on Sept. 22, 2025. 

Global Trade

A trade deal could gradually reduce barriers in the tech, industrial and energy sectors, but progress will likely remain constrained by U.S. tariff uncertainty and India's reluctance to make concessions in sensitive sectors like agriculture.

Where Things Stand in U.S.-India Trade Talks

Vietnam

A man walks past a billboard for the 14th Congress of the Communist Party of Vietnam outside the National Convention Center in Hanoi on Jan. 15, 2026. 

The five-yearly event will likely codify a more centralized, security-anchored governing model, while setting ambitious goals for economic growth and administrative reforms, though internal and external pressures will hinder implementation.

Previewing Vietnam's 14th National Party Congress

Greenland

Germany

Finland

Denmark

Sweden

Norway

Netherlands

The HDMS Knud Rasmussen ship of the Danish Navy patrols the waters off of Nuuk, Greenland, on Jan. 20, 2026. 

Trump's threatened tariffs over his bid to acquire Greenland have turned the U.S.-EU trade dispute into a high-stakes geopolitical confrontation, raising the risk of a sustained trade war that would severely strain transatlantic economic ties and NATO cohesion.

Trump's Greenland Tariff Threat Escalates Transatlantic Tensions

Columns

On Geopolitics

U.S. protectionism has dramatically weakened the rules-based, multilateral trade regime established after World War II, driving governments to increasingly view trade through a national security lens rather than purely an economic one.

The Geopolitics of Trade: Conclusion

Eritrea

Somalia

Sudan

Egypt

Saudi Arabia

Syria

Turkey

United Arab Emirates

Yemen

Residents wave Somali flags as they attend a rally denouncing Israel's recognition of the breakaway region of Somaliland at Mogadishu Stadium in Mogadishu, Somalia, on Dec. 30, 2025. 

Two regional alignments are coalescing along the Red Sea and in the Horn of Africa, risking the escalation of proxy conflicts and longstanding rivalries.

The Unfolding Regional Realignments Along the Red Sea and Their Implications

Economics

SITUATION REPORTS

EU, China: Brussels Opens Subsidy Probe Into Chinese Wind Turbine Maker Goldwind

South Africa: Eskom Calls For Urgent Talks With Creditors Amid Pushback Against New Unbundling Plans

Ethiopia: Eurobond Holders Plan Legal Action After Official Creditors Reject Preliminary Deal

India: 2027 Budget Pledges To Increase Investment, Boost Infrastructure Spending

France: Prime Minister Lecornu Set To Survive Final No-Confidence Votes on 2026 Budget

Europe: U.K. and EU Hold Talks in London as Starmer Calls for Deeper Defense Cooperation

India, U.S.: New Delhi and Washington Reach Trade Deal

U.S: Washington To Launch CRM Stockpile for Private Sector

Forecasts

ANALYSES

SECTIONS

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