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High Stakes and Heavy Metals: The Geopolitics of the US–Indonesia Tariff Deal
July 11, 2025 7:37 AM UTC
As the U.S. sharpens its protectionist stance, Indonesia is scrambling to avert a 32% tariff by offering a USD 34bn investment-anchored trade package, including energy and agricultural imports, Boeing orders, and sovereign wealth fund commitments. This negotiation goes far beyond trade—it is a hig
Negotiating the Fine Print: India’s Calculated Stance in US Tariff Talks
July 11, 2025 7:29 AM UTC
India and US continue to negotiate a favourable deal with August 1 as a firm deadline. India will remain unwilling to compromise on key sectors such as agriculture and dairy but concessions for auto sector are likely. However, no deal will be signed without certain benefits for Indian exporters as w
UK GDP Review: Another Downside Surprise
July 11, 2025 6:28 AM UTC
After two successive upside surprises, a correction back in monthly GDP was not entirely a wholesale surprise for April GDP. But that 0.3% m/m drop was almost repeated in the May numbers (Figure 1), where a further albeit smaller (ie 0.1%) fall occurred, but very much below consensus. Admittedly