Macro Picture

Spring Statement 2026: UK Economic Update Amid Weak Growth and Rising Risks

China’s AI Strategy: Infrastructure, Diffusion, and the Limits of Containment

The India-EU FTA: Strategic Autonomy in a Fragmented Trade Order

Venezuela’s Oil Sector: Reserves, Production Constraints, and Economic Limits

How FSCO Reframed Financial Stability in 2025

Policy Outlook 2026: Fiscal Strain and Monetary Divergence