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Greenland: U.S. Sphere of Influence or More?
January 7, 2026 8:05 AM UTC
· Trump will likely go for more pressure and then seek to negotiate with Denmark and Greenland. Denmark and Greenland already have mutual interests with the U.S. on security; minerals and Russia/China that are already covered by previous agreements and understandings. Trump would li
Russia’s Inflation is Expected to Continue to Soften in December
December 22, 2025 2:11 PM UTC
Bottom Line: After edging down to 6.6% in November, we expect Russian inflation to continue its decreasing pattern in December owing to lagged impacts of previous aggressive monetary tightening and relative resilience of RUB. December inflation figures will be announced on December 29, and we forese
South Africa Inflation Preview: Inflation is Expected to Hover Around 3.5% y/y in December
January 15, 2026 2:31 PM UTC
Bottom Line: After inflation decreased to 3.5% YoY in November, we foresee inflation will stand around 3.5% y/y in December supported by suspended power cuts (loadshedding), stronger Rand (ZAR), and decrease in inflation expectations. Lower international food prices and slightly elevated fuel costs
U.S. Initial Claims low, Philly Fed and Empire Sate surveys stronger at the start of 2026
January 15, 2026 2:09 PM UTC
The latest US data suggests a stronger start to 2026, with initial jobless claims very low at 198k from 207k in a week not including a holiday and is thus less prone to a surprise, and also positive manufacturing surveys from the Empire State at 7.7 and the Philly Fed at 12.6, both contrasting negat
China: 2026 Modest Rather Aggressive Policy Support
January 15, 2026 10:55 AM UTC
• On January 15, PBOC cut the 1yr structural lending rate from 1.5% to 1.25% in a targeted move to benefit some borrowers from banks. Monetary policy will likely remain targeted rather than broad and we see only one 10bps cut in the 7 day reverse repo rate in 2026, as policymakers are con
Asia Summary and Highlights 15 Jan
January 15, 2026 6:05 AM UTC
Donald Trump ordered the Commerce Department and the Office of the United States Trade Representative to negotiate agreements on processed critical minerals
Trump says he spoke with Venezuela’s interim president on oil, minerals and security
BOJ Ueda reiterates sustained wage–price cycle, signals