Morgan Stanley's top strategist argues that recent U.S. trade shifts have prompted nations worldwide to reassess and leverage their own economic strengths, creating a multi-year investment opportunity in a more multipolar global order.
Facing what CEO Peter Vanacker calls the 'deepest and longest downturn' of his career, LyondellBasell reported Q1 2025 results while detailing a new $500 million cash improvement plan. The chemical giant is leaning into portfolio restructuring and its global supply network to weather trade policy uncertainty and weak demand.
Canadian National Railway reported increased traffic, revenue, and operating income for the fourth quarter of 2025, citing productivity gains and a recovery from prior-year port disruptions. However, executives warn that ongoing U.S. trade policy uncertainty and tariffs continue to cloud the outlook for 2026.
Wall Street and the dollar advanced as robust economic indicators and a U.S.-India trade pact overshadowed a continued historic selloff in precious metals. Investors recalibrate around growth optimism and shifting geopolitical winds.
The United States and India have announced a significant trade agreement, dramatically reducing tariffs after months of tension. The deal, linked to India halting Russian oil purchases, aims to boost bilateral trade and supply chain diversification.
Following months of escalating tariffs, the U.S. and India have reached a tentative trade agreement. The deal, announced by former President Trump, reportedly includes a commitment from New Delhi to shift its oil imports away from Russia.
The United Arab Emirates has achieved a milestone in its economic transformation, with non-oil trade exceeding $1 trillion for the first time in 2025. This rapid growth is closing the export gap with regional heavyweight Saudi Arabia, as both Gulf states accelerate their push beyond hydrocarbons.
A new bilateral trade agreement between the United States and Guatemala aims to eliminate tariffs and streamline preferential treatment for textiles and apparel, a move hailed by U.S. industry leaders as a strategic step to reinforce regional manufacturing networks and counter Asian dominance.
A last-minute, short-term extension of the cornerstone US-Africa trade program AGOA has been passed, averting immediate expiration but leaving businesses and governments on both continents anxious about the partnership's long-term trajectory.
Gold prices tumbled from a record $5,600 to $4,770 per ounce, while silver plummeted 31% in a single day—the steepest decline since 1980. Analysts point to shifting U.S. monetary policy expectations and eased geopolitical anxieties as key drivers behind the sudden sell-off.
President Trump nominates former Fed governor Kevin Warsh to lead the central bank, setting the stage for a potential shift in monetary policy and a test of the institution's famed independence.
The Trump administration has escalated pressure on Cuba by declaring a national emergency and threatening punitive tariffs on countries supplying it with oil, while simultaneously finalizing a reciprocal trade agreement with Guatemala aimed at bolstering Western Hemisphere supply chains.
Canadian National Railway reported robust fourth-quarter earnings and improved operational efficiency for 2025, yet management offered a more guarded, volume-dependent outlook for the coming year, citing persistent headwinds from tariffs and a volatile trade environment.
While U.S.-Asia trade tensions dampened trans-Pacific volumes, robust growth in intra-Asia and Europe-Asia corridors propelled the air freight industry to a year of expansion and adaptation, signaling a shift in global trade patterns.
The United States and Guatemala have formally signed a reciprocal trade agreement designed to dismantle barriers for American exporters and deepen economic integration in the region, officials announced Friday.
The Eurozone economy expanded by 1.5% in 2025, outpacing forecasts despite ongoing trade tensions with the US, as a recovery in Germany and robust growth in Spain helped offset a slowdown in France.
A landmark trade agreement secured during Prime Minister Keir Starmer's visit to Beijing will see Chinese import duties on Scotch whisky cut from 10% to 5%, effective immediately. The move, hailed by industry leaders, is projected to inject £250 million into the UK economy and boost competitiveness in a key growth market.
Taiwan's economy surged 8.6% in 2025, its fastest growth since 2010, driven by a global AI boom and a landmark trade agreement with the United States. While analysts project a moderation in 2026, the island's pivotal role in the tech supply chain has delivered record profits for its leading firms.
President Donald Trump is expected to nominate Kevin Warsh, a former Federal Reserve governor with a notably more open stance toward Bitcoin, to lead the central bank. The anticipated move has already triggered market reactions and reshaped expectations for U.S. monetary policy.
As the European Central Bank prepares for its February meeting, policymakers are navigating a stronger euro driven by a weakening dollar and geopolitical uncertainty, while assessing the resilience of the eurozone economy.
