Global Economics
Find economic insights and analysis on the latest geopolitical and macroeconomic developments and their local and global implications.
Economic Quarterly The Netherlands June 2026: Middle East crisis causes economic pain, but no recession
The ongoing crisis in the Middle East continues to dominate the economic outlook, causing disruptions to energy markets and supply chains worldwide.
EU to the rescue: EU-UK reset takes shape through targeted agreements
Starmer seeks to salvage his premiership by pushing for closer ties with Europe. The new agreements expected in July won't move the needle.
Global Daily: The Atomic Crab
The Dow Jones hit a fresh all-time high yesterday, surging 1.73% to close at 51,562...
May official cash rate decision and New Zealand budget
Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the May Reserve Bank of New Zealand meeting and the New Zealand
Exclusive Palm oil outlook to 2031: Structural tightness to keep prices elevated
Tight supply and rising biodiesel demand are set to keep global palm oil markets constrained through 2031, with higher prices and greater sourcing challenges ahead.
Exclusive Global beef quarterly Q2 2026
While new trade agreements are improving market access, tight supply dominates. Rising prices and declining production continue to shape global beef markets in 2026.
ECB preview: A risk-management hike
The risks to inflation are becoming more skewed. We therefore expect that the ECB will hike the deposit rate to 2.25%.
ECB preview: A risk-management hike
The risks to inflation are becoming more skewed. We therefore expect that the ECB will opt for a 25bp risk-management hike next week.
Global Daily: Resigned
Brent crude front-month futures are inching higher this morning after ending May down almost 20%...
Global Daily: I can't get no satisfaction
It’s remarkable screen oil prices are little changed today after Trump said he can't get no satisfaction in the Middle East - and the middle class feels the same way.
Global Daily: Strait Talk
Despite many false dawns, markets remain upbeat on prospects for peace between the United States and Iran...
Exclusive Longer Stalemate, Higher Prices
As long as the Strait of Hormuz remains closed, energy inventories will draw and force prices higher over time.