Insights

This month, Isabelle Trick is joined by Ed King to preview the upcoming G7 summit, Thomas Gratowski looks towards pivotal elections in Turkey, and Alexander Smotrov explains tensions over grain exports among EU nations and Ukraine.

Welcome back to the Global Month Ahead, Global Counsel's briefing on the events and stories that will define the month to come. In each episode, Global Macro Associate Director Isabelle Trick will hear from different members of the GC team to preview the month's stories before they are in the headlines.

The world economy enters the new year on shaky ground. The post-pandemic rebound is losing steam. The Russian invasion of Ukraine and the geopolitical fallout is being felt across the globe. Inflation, rising interest rates and the strong US dollar are impacting countries in every region of the world. Major advanced economies are set to slow – or even contract - in 2023,…

Inflation has been hitting record highs almost monthly in the US and the eurozone. Monetary policymakers have been scrambling to control inflation without plunging their economies into a deep recession. Initially, the European Central Bank (ECB) and the US Federal Reserve (Fed) took divergent approaches to tackling inflation, but this trend is changing. 

Kenyan elections have a troublesome past. In 2007, post-election violence saw over 1,200 people killed and triggered a new constitution which introduced the Independent Electoral and Boundaries Commission (IEBC). But violence again marred elections in 2013 and 2017, with the latter declared "invalid, null and void"...

On Wednesday, Finland and Sweden submitted official applications to join the North Atlantic Treaty Organisation (NATO). For decades, these countries have favoured military non-alignment. So why have they abandoned this stance, and what does it mean for NATO security and wider geopolitical relations?

The IMF’s latest World Economic Outlook highlights how the “great vaccine divide” continues to impede Africa’s recovery. Undelivered donation pledges, the launch of boosters, India’s export ban and an overreliance on the global vaccination initiative COVAX culminated in half of the continent vaccinating less than 2% of their population. This is well below the World Health…

Global Counsel’s recovery dashboard takes the pulse of the global economy. It shows how hot or cold the current recovery is in historical perspective with regards to industrial production, trade, confidence and growth. The dashboard also draws on high frequency data to show the current state of disruption and rebound in G20 economies. In addition, it relies on latest…