China

Pakistan

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Military & Security

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Pakistani Prime Minister Shehbaz Sharif met with various Chinese officials this week during a six-day visit to China, resulting in the two countries signing $7 billion in memoranda of understanding as well as $1.5 billion in joint ventures across a range of sectors, including agriculture, renewable energy, health and steel, AP reported Sept. 5.

Pakistan, China: Countries Sign $8.5 Billion in Investment Deals, Renew Commitment to Starting CPEC's Next Phase

Europe

Global Trade

China's Ministry of Commerce on Sept. 5 announced it was placing preliminary anti-dumping duties of 15.6-62.4% on pork imports suitable for human consumption from the European Union, effective Sept. 10, Bloomberg has reported.

China, EU: Beijing Places 16-62% Anti-Dumping Duties on European Pork

United States

Japan

The White House released an executive order late on Sept. 4 with details on the U.S.-Japan trade deal, confirming a 15% tariff on most goods, including automobiles, as well as tariff exemptions for pharmaceuticals and certain natural resources, though the deal only vaguely outlines their investment agreement, with no timeline or clarification on the allocation of profits, Bloomberg has reported.

U.S., Japan: Details of Trade Deal Revealed, but Disputes Still Likely

Romania

On Sept. 4, Romania's right-wing Alliance for the Unity of Romanians (AUR) filed four separate no-confidence motions against Prime Minister Ilie Bolojan's government for Sept. 7, Balkan Insight reported.

Romania: Government to face four no-confidence motions 

Syria

Syrian interim President Ahmad al-Sharaa announced the launch of the Syrian Development Fund to promote the reconstruction of the country, Anadolu Agency reported on Sept. 4. 

Syria: Government Reconstruction Fund Reaches $30 Million in Minutes

India

India announced an overhaul of its goods and services tax, cutting rates on hundreds of consumer items and simplifying the structure from four tiers of 5%, 12%, 18% and 28% to two tiers of 5% and 18% to spur domestic demand amid U.S. tariff pressures, Bloomberg reported Sept. 3.

India: Government Approves Cuts to Consumption Taxes

France

French Socialist Party leader Olivier Faure confirmed on Sept. 4 that his party would vote to bring down Prime Minister Francois Bayrou's minority government in the upcoming confidence vote over his proposed austerity budget for 2026.

France: Socialist Party Will Vote To Topple Bayrou in Confidence Vote

Americas

Guyana

Energy

Guyanese President Irfaan Ali was reelected for a second five-year term, with his People's Progressive Party/Civic (PPP/C) winning more than twice as many votes as the second-placed party in the country's general election, Reuters reported on Sept. 3.


Guyana: President Ali Wins Reelection on Back of Oil Boom

The world is connected, but even the broadest topics deserve an individual look. Below are our latest and most relevant economics analyses.

Below are our latest and most relevant economics analyses.

Sub-Saharan Africa

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Beyond Quantitative Easing

The New Silk Road

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South America: Split Decisions on Trade

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Social Issues

European Disintegration

Russia's Internal Struggle

China in Transition

A Japanese Awakening

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Tracking U.S. Naval Power

The jihadist group Islamic State seized swaths of territory in Iraq and neighboring Syria in the first half of 2014, including the city of Mosul in June 2014. The U.S.-led coalition was established to combat the Islamic State in September 2014. Around the same time, the Iraqi Popular Mobilization Forces, or PMF, an umbrella organization of dozens of militias, many pro-Iranian, was also established to combat the Islamic State. At its peak in late 2014, the Islamic State held around 40% of Iraqi territory. However, by March 2018, the U.S.-led coalition announced that it had recaptured 98% of Islamic State-held territory in Iraq. 


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Global Elections

Media

Brazil

Podcasts

How will these recent developments influence the 2026 general election?

Drupal Podcast: Essential Geopolitics: Brazil's Evolving Political Climate Amid Bolsonaro's House Arrest and Trump's Tariffs

French Prime Minister Francois Bayrou arrives ahead of meetings with party leaders as part of political consultations at the Hotel de Matignon in Paris, on Sept. 4, 2025, ahead of the French National Assembly's vote of confidence.

Decisive action to significantly reduce fiscal deficits will remain elusive before and likely after France's next presidential election, given political fragmentation and polarization that will prevent a stable legislative majority.

French Debt Soars As Parliament Unlikely To Reach Fiscal Consolidation

Snapshots

Russia

Participants of the Shanghai Cooperation Organization (SCO) Summit 2025 pose for photos in Tianjin, China, on Sept. 1, 2025.

U.S. trade uncertainty will help China deepen trade ties with its Central Asian neighbors and infrastructure ties with Russia, but its relations with India will remain inhibited by border disputes and differing defense priorities.

China Positions Itself as Growth Catalyst for Central Asia at SCO Summit

Columns

On Geopolitics

A portrait of former U.S. President Ronald Reagan is seen in the background as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House in Washington, D.C., on April 22, 2025.

In just seven months in office, the Trump administration has pursued a series of highly unconventional economic policies that, taken together, amount to the deepest government interventionism into the U.S. economy of any president since the Reagan era.

The Visible Hand: Trump's Interventionism Reshapes American Capitalism

U.S.-China Relations

Indonesia

A protest in front of police headquarters Aug. 31 in in Surabaya, Indonesia. Mass protests are poised to continue absent unlikely and large government concessions, but President Prabowo Subianto's position will remain secure.

While mass protests are poised to continue absent unlikely and large government concessions, President Prabowo Subianto's position will remain secure. 

Unrest in Indonesia Will Continue, but Not Dislodge the Government

A freight train carrying cargo containers rides along a railway track in Ajmer, India, on Aug. 26, 2025. 

While India will remain engaged in U.S. trade talks, a deal that secures relief from Trump's 50% tariff will remain elusive amid New Delhi's reluctance to reduce its agricultural protections and Russian oil purchases. 


U.S. Tariffs Strain India's Exports Amid Stalled Trade Talks

The Geopolitics of Trade

Geopolitical, security and environmental risks threaten to disrupt trade through crucial waterways, including the Bab el-Mandeb strait, the Suez Canal, the Danish and Turkish straits, and the Panama Canal.

The Geopolitics of Trade: Threats to Maritime Chokepoints Endanger Global Trade, Part 2

Diverse security risks threaten maritime chokepoints around the world, presenting unique challenges to international trade.

The Geopolitics of Trade: Threats to Maritime Chokepoints Endanger Global Trade, Part 1

Indian Prime Minister Narendra Modi and Chinese President Xi Jinping attend a meeting on May 14, 2015, in Xian, China. 

While Trump-era tariff pressures offer a new economic incentive for cooperation, Beijing and New Delhi are unlikely to fully normalize ties due to enduring strategic and security concerns.

Despite Modest Improvement, India-China Relations Face Enduring Challenges

The outside of the Federal Reserve Board building is seen in Washington, D.C.

If upheld, Trump's unprecedented dismissal of Federal Reserve Governor Lisa Cook could dent the U.S. central bank's credibility and fuel market volatility.

The Implications of Trump's Latest Attack on Fed Independence

Norway

The building housing Norway's parliament is seen on May 17, 2025, in Oslo.

The Sept. 8 vote could result in another left-wing coalition focused on welfare and climate, a right-wing coalition focused on tax cuts and oil production, or perhaps even an unprecedented grand coalition between the country's two largest parties.

Economics

SITUATION REPORTS

Pakistan, China: Countries Sign $8.5 Billion in Investment Deals, Renew Commitment to Starting CPEC's Next Phase

China, EU: Beijing Places 16-62% Anti-Dumping Duties on European Pork

U.S., Japan: Details of Trade Deal Revealed, but Disputes Still Likely

Romania: Government to face four no-confidence motions

Syria: Government Reconstruction Fund Reaches $30 Million in Minutes

India: Government Approves Cuts to Consumption Taxes

France: Socialist Party Will Vote To Topple Bayrou in Confidence Vote

Guyana: President Ali Wins Reelection on Back of Oil Boom

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