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Legal or Not, Trump Tariffs Already Promise Hysteresis
However the Supreme Court decides, history suggests the levies will induce lasting structural shifts, similar to a targeted steel regime that was briefly deployed more than 20 years ago.
5 days ago2 min read


Nigeria: Tale of Two Narratives
West Africa's largest financial market has recovered to a record year. Yet that story risks being swamped.
Nov 223 min read


Rumble, No Tumble: Double Upgrade from S&P Boosts Buzzing Mongolia
The Central Asian frontier has been upgraded by S&P and Moody's, scoring a long-term sovereign BB from the former for the first time in nearly two decades, up from B+ just a month ago. The boosts come at an interesting moment for Mongolia, following the June ousting of one prime minister after political unrest, and the temporary removal - and subsequent reinstatement - of his successor. And boosts here are notably plural: S&P only last month upgraded Mongolia to BB- and has n
Nov 112 min read


Meteoric Oman & the Global Talent Competition
The small Arabian country rocketed up a recent ranking. How? Believing - or investigating - any individual measurement in reputational security or soft power is usually a problem. In a space that is increasingly, often usefully though sometimes problematically, awash in rankings and indexes, the aggregate big picture is more important than a single data point. That said, sometimes a single data point screams curiosity. So it was for us belatedly sifting through the World Comp
Nov 103 min read


VanEck: Bonds' Upside Rises as Venezuela Sits on Brink
Consensus emerging around "imminent and inevitable" regime change augurs significant investment impact.
Nov 42 min read
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