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Economics

Politics

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

Russia

Energy

Military & Security

Russia-Ukraine Conflict

Russian President Vladimir Putin asked leading businessmen to make large voluntary contributions to the state budget and reiterated that Russia would continue fighting Ukraine until it captured the remaining parts of the Donbas region, The Bell reported on March 27, citing people familiar with the matter.

Russia: Putin Turns to Oligarchs as War Costs Mount

Panama

China has intensified inspections on Panamanian ships and detained at least 70 vessels from the country as of March 8, according to a U.S. Federal Maritime Commission estimate, Reuters reported on March 26.

Panama, China: Beijing Detains Panamanian Ships Amid Port Dispute

Iran

The CSCL Indian Ocean and CSCL Arctic Ocean -- two container ships linked to China's state-owned COSCO Shipping Corp. -- attempted to exit the Persian Gulf through the Strait of Hormuz before making abrupt U-turns and heading back into the Gulf, Bloomberg reported on March 27.

MENA: Chinese Container Ships Abort Attempted Transit Through the Strait of Hormuz

Environment, Science & Technology

A federal judge issued a preliminary injunction temporarily blocking the Department of Defense from labeling Anthropic, the artificial intelligence lab behind the Claude family of AI models, a supply chain risk, NPR reported on March 26.

U.S.: Federal Judge Temporarily Blocks Trump Administration's Punitive Actions Against Anthropic

Europe

The European Parliament will send a delegation to Beijing and Shanghai on March 31-April 2, including members of the Committee on Internal Market and Consumer Protection and the head of its China delegation, the parliament confirmed in a March 26 press release.

EU, China: European Parliament To Send First Delegation to China in Eight Years

Cuba

Cuban President Miguel Diaz-Canel said former President Raul Castro is involved in negotiations between Havana and Washington, AP reported on March 25. 

Cuba, U.S.: Raul Castro Participates in U.S. Talks as Leaks About Negotiations Emerge

Australia

South Korea

Vietnam

On March 25, Australia's Lynas Rare Earths and South Korea's LS Eco Energy signed a framework agreement to build a rare earth metallization facility in Vietnam, with output to feed downstream magnet production in the United States, Nikkei Asia reported the next day.

Asia-Pacific, U.S.: Newly Announced Metalization Plant Forwards Non-China Rare Earth Supply Chain

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

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

Assessments

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

United Arab Emirates

Yemen

India

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

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

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

Bahrain

Israel

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

A farmer sprinkles fertilizer over a crop of cauliflower on the outskirts of Bangalore, India, in November 2020.

The Strait of Hormuz blockade is straining global supplies of nitrogen- and phosphorus-based fertilizers, which could lead to lower crop yields, higher food prices and fiscal strain for agricultural producers if the disruptions persist.

Assessing the Iran War's Impact on Global Fertilizer Supplies

Japan

Japan's Prime Minister Sanae Takaichi addresses a news conference at the Prime Minister's office in Tokyo on Feb. 18.

The Japanese prime minister may offer economic and security concessions during her upcoming summit with the U.S. president to avoid direct entanglement in the Iran conflict while preserving the relationship with Washington.

Iran War Heightens Stakes of Key Takaichi-Trump Summit

Commercial vessels are pictured offshore in Dubai on March 11, 2026. 

A U.S.-led naval mission to protect ships from Iranian attacks would likely begin only after the war's intensity decreases, and even then, it would take weeks to organize and yield only a limited return of maritime traffic through the strait.

The Obstacles Facing the U.S. Plan for Strait of Hormuz Naval Escorts

Demographics may not be destiny, but it does play a major role in questions of national power.

The Geopolitics of Demographics: An Introduction

Economics

SITUATION REPORTS

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

Russia: Putin Turns to Oligarchs as War Costs Mount

Panama, China: Beijing Detains Panamanian Ships Amid Port Dispute

MENA: Chinese Container Ships Abort Attempted Transit Through the Strait of Hormuz

U.S.: Federal Judge Temporarily Blocks Trump Administration's Punitive Actions Against Anthropic

EU, China: European Parliament To Send First Delegation to China in Eight Years

Cuba, U.S.: Raul Castro Participates in U.S. Talks as Leaks About Negotiations Emerge

Asia-Pacific, U.S.: Newly Announced Metalization Plant Forwards Non-China Rare Earth Supply Chain

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