Archive

November 21, 2023
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Sovereign Debt: China In A Bull Shop

  • China’s belated baulking at an IMF-approved deal between Zambia and its Eurobond creditors has put the whole future of the Common Framework in doubt and places many developing countries in even more dire economic straits.

By Alastair Newton

November 20, 2023
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Oil: Lower For Longer?

  • Although Opec+ will almost certainly extend existing cuts at its 26 November meeting and might agree to modest additional trimming, growth in non-Opec+ production is currently on track to see global output outpacing demand through 2024.

By Alastair Newton

November 16, 2023
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UK Politics: Rearguard Action

  • The latest shift by Rishi Sunak suggests that he is now determined on a rearguard action to save as many Conservative seats as possible come the general election, even at the cost of alienating his right wing. Will he now look to mollify his critics with tax cuts, even as early as the 22 November budget statement?

By Alastair Newton

November 14, 2023
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China/US: Of Mountains And Molehills

  • That Joe Biden and Xi Jinping will meet in person this week is to be welcomed. Furthermore, low expectations allow both sides to claim some ‘wins’. However, those expectations are rooted in the low probability of any substantive improvement in their relations.

By Alastair Newton

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