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Economy

Could the US–India Tariff Showdown Over Russian Oil Become a New Global Trade War Risk in 2026?

The latest escalation in US–India relations is increasingly moving beyond a conventional tariff negotiation and into the broader geopolitical contest surrounding Russia's energy exports.

Ankur Sharma | 13 August 2026

Could the US–Iran Deadlock Over the Strait of Hormuz Become the Biggest Global Macro Risk for Markets in August 2026?

The US–Iran confrontation has once again moved to the centre of the global political and macroeconomic agenda, with the Strait of Hormuz emerging as the critical pressure point.

Ankur Sharma | 13 August 2026

Could Trump’s renewed pressure on the Federal Reserve trigger a major bond-market shock in 2026?

The relationship between the White House and the Federal Reserve is becoming an increasingly importantFactorfor financial markets as investors assess the future direction of US monetary policy.

Ankur Sharma | 13 August 2026

Could Zambia’s Election Trigger a New Copper and Emerging-Market Investment Story in 2026?

Zambia's general election on August 13 has attracted international attention because the country sits at the intersection ofpolitics, copper, mining investment,Debtreform and the global critical-minerals race.

Ankur Sharma | 13 August 2026

UK Consumer Spending Rebounds: Is Britain’s Household Economy Finally Turning a Corner?

The UK household economy is showing signs of an important shift during the summer of 2026.

Ankur Sharma | 13 August 2026

UK Economy Set for Q2 GDP Test: Could Slower Growth Change the Bank of England Rate Outlook?

The UK economy is approaching one of its most closely watched macroeconomic tests of the summer, with the preliminary second-quarter GDP release scheduled for today. Investors are assessing whether the relatively strong momentum recorded at the beginning of 2026 has continued or whether the …

Ankur Sharma | 13 August 2026

UK Heatwave, Drought and Wildfires Put New Government Under Pressure as Temperatures Near 38°C

The UK's latest heatwave has moved rapidly beyond being a weather story and has become a significant political, economic and infrastructure challenge for the new government led by Prime Minister Andy Burnham.

Ankur Sharma | 13 August 2026

US Employment Shock: 23,000 Jobs Lost as Labour Market Weakness Changes the 2026 Fed Debate

The U.S. labour market has delivered one of the clearest warning signals for the economy in recent months.

Ankur Sharma | 10 August 2026

US Factory Activity Hits 2022 High: Why Manufacturing Strength Could Reshape the 2026 Growth Outlook

The U.S. manufacturing sector has delivered one of the strongest economic signals of the early third quarter, creating an unusual contrast with the weakening labour-market picture.

Ankur Sharma | 10 August 2026

US GDP Growth Slows Sharply: Is the American Economy Losing Momentum in 2026?

The U.S. economic-growth story has become significantly more complicated as the second half of 2026 begins.

Ankur Sharma | 10 August 2026
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