More: Finance
China’s Economic Rise and the Oil Vulnerability That Could Test It
In the past four decades, China has transformed from a predominantly agricultural economy to the world's second largest economic powerhouse. Hundreds of millions lifted...
Why Safe Havens Fell: The Market Logic Behind Gold and Defense Selloff
At first glance, the market reaction to the outbreak of war following U.S. and Israeli strikes on Iran appeared deeply counterintuitive. Gold declined sharply,...
Gulf War Tests the Foundations of the Petrodollar
The ongoing war in Iran is forcing Gulf states to question the value of the U.S. security guarantee. Since the U.S. and Israel launched...
China’s Economy Starts 2026 Strong as Global Risks Loom
China’s economy showed an unexpectedly solid start to 2026, with factory output and retail activity strengthening in the first two months of the year...
Oil Shock From Iran War Raises Fears of Financial Stress for Central Banks
The surge in oil prices triggered by the war in Iran is increasingly becoming a major concern for global central banks, which are closely...
Financial Brief: A Weekly Roundup on the Geopolitics of Money | Mar 04
EXECUTIVE TAKEAWAYS
This week, the Iran conflict reshaped markets and exposed vulnerabilities. The dollar surged near three-month highs as the euro collapsed to $1.1590 on...
Trump Rolls Out New Tariffs Amid Debate Over Balance-of-Payments Claims
U.S. President Donald Trump announced new 15% tariffs on imports from all countries under Section 122 of the Trade Act of 1974, hours after...
China Weighs U.S. Tariff Ruling, Urges End to Trade Fight
China said it is conducting a “full assessment” of the U.S. Supreme Court’s decision to strike down large portions of President Donald Trump’s tariff...
Tariff Turbulence Returns as Court Ruling Recasts U.S. Trade Landscape
Just as policymakers and businesses began to believe the worst of America’s trade-policy whiplash was behind them, a fresh jolt from the Supreme Court...
Japan’s Export Surge Sparks Hope But IMF Warns Storm Clouds Still Loom
Japan’s exports surged in January and business confidence improved in February, offering cautious relief for policymakers seeking to stabilise a fragile recovery. The data...