Europe October 11, 2021 UK: After conference season, the policy work begins Politics, UK Carsten Nickel It is important not to read too much into the annual gatherings of the party faithful. However, the Conservative conference reflected that PM Boris Johnson is very much in control of his party. No serious cabinet or backbench rebellions... Read More...
Latam October 11, 2021 LATAM PULSE Emerging Markets, Latam, Politics editorial Nicholas Watson This week, Chile‘s President Sebastian Pinera faces a bumpy ride as he seeks to defend himself from allegations arising from the “Pandora Papers” leak; at the same time, another presidential debate takes place later today. In Mexico, President Andres... Read More...
Macro October 11, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Macro, Politics editorial Teneo Macro The US and China held virtual trade-related talks. Tensions are rising in the relationship between the UK and the EU. Japan’s new PM will dissolve the Diet. Argentina’s finance minister will attend the annual IMF meetings. Meanwhile, candidate registration... Read More...
Europe October 11, 2021 RUSSIA/UKRAINE: US-German deal on Nord Stream 2 gives Moscow leverage over Kyiv Politics, Russia, Ukraine Andrius Tursa The US-German agreement allowing the completion of the Nord Stream 2 pipeline represents a political victory for Moscow. Nord Stream 2 is expected to substantially lower Russian gas shipments through Ukraine after 2024 thereby limiting Kyiv’s revenue from transit and... Read More...
