South Pacific

Daily Memo: US, UK, Australia Forge New Security Pact

Joining forces. British, Australian and U.S. leaders announced a new security partnership for the Indo-Pacific on Wednesday. The trilateral “AUKUS” program will focus on...

Daily Memo: China’s Recovery, No Chips and Surprise Trips

China’s economy sputters. A data dump coming Wednesday is expected to show slumps in several Chinese economic indicators in August, including industrial production and...

On Geoeconomics

Last week, I spoke and moderated at several conferences in person – a rare thing since the pandemic began – whose topics ranged from...

Daily Memo: Biden Sticks to Afghanistan Withdrawal Deadline

Hard deadline. Resisting pressure from G-7 members, U.S. President Joe Biden said Washington would not change the Aug. 31 deadline for the complete withdrawal...

The Road to 2040: A Summary of Our Forecast

Dec. 2, 2015 We look into the future and forecast what the world will look like in a quarter of a century. We predict several disruptions in the global structure by 2040 and conclude that much of the instability over the next 25 years will be focused in the European and Asian continents.

Here is a summary of some of our key predictions for the next 25 years.

The Road to 2040

Dec. 2, 2015 We look into the future and forecast what the world will look like in a quarter of a century. We predict several disruptions in the global structure by 2040 and conclude that much of the instability over the next 25 years will be focused in the European and Asian continents.

Daily Memo: Aircraft Subsidies Breakthrough, Controversial South Korean Drills

Breakthrough in subsidies dispute. The United States and European Union agreed on a cease-fire in their 17-year battle over subsidies for Boeing and Airbus,...

Daily Memo: Europe’s Economic Outlook, Lavrov and Blinken Meet

Speed bumps on the road to recovery. The European Central Bank released its biannual Financial Stability Review on Wednesday, which laid out some of...

Daily Memo: Shrinking Economies in the First Quarter

Japan’s shrinking economy. After two consecutive quarters of growth, Japan’s economy is going the opposite direction (again), shrinking 5.1 percent on an annualized basis...

From Pandemic to Pan-shortages

With some notable and grave exceptions, the COVID-19 crisis is winding down for much of the world. But as it does, another problem is...

Daily Memo: Turkey Mends Fences

Russia checks in on Nagorno-Karabakh. Russian Foreign Minister Sergei Lavrov will visit Armenia on Wednesday to discuss bilateral cooperation with Prime Minister Nikol Pashinyan....

Daily Memo: Alternative Indo-Pacific Supply Chains, Russian-European Relations Up in Flames

Bypassing China. Australia, India and Japan formally launched a so-called Supply Chain Resilience Initiative, an effort to present a supply chain alternative to China...

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