Opinion
COMMENT: Trump’s new Venezuela oil waiver raises more questions than answers
The Trump administration quietly granted Chevron a new oil licence in Venezuela, just after a major prisoner swap. But the deal may enrich regime insiders and boost China’s oil access, raising questions about the coherence of US sanctions policy.
ING: Household spending and investment drive the Czech economy
Continued gains in household spending and a rebound in investment in 2Q provide a solid base for an economic recovery. GDP growth came in below expectations and was dragged down by a negative net export contribution.
COMMENT: What Brazil can learn from the EU's asymmetric surrender
The EU's capitulation to Trump's trade demands, accepting 15% tariffs and $1.35 trillion in commitments, reveals the cost of lacking strategic leverage. For Brazil, facing similar US pressure, Europe's surrender serves as a stark warning.
BERTRAND: China after Communism, preparing for a post-CCP China
This may be one of the most insane reports ever produced by a US think-tank, and that's saying something.
MACRO ADVISORY: Georgia is too important to sanction
Despite warnings from the World Bank, the IMF and some Rating Agencies that the continuing protests in Tbilisi and the deteriorating relations with the European Union will have a negative impact on Georgia’s economy its not happening yet.