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///Global Trade: Baltic Dry Index stabilizing after Q3 volatility///Energy Markets: LNG spot prices in Asia see 3% contraction///Tech Policy: EU AI Act implementation phase begins next week///Emerging Markets: Brazil central bank signals policy shift///Supply Chain: Malacca Strait transit times normalizing///Global Trade: Baltic Dry Index stabilizing after Q3 volatility///Energy Markets: LNG spot prices in Asia see 3% contraction///Tech Policy: EU AI Act implementation phase begins next week///Emerging Markets: Brazil central bank signals policy shift///Supply Chain: Malacca Strait transit times normalizing
Sector Briefings

power

Primary Analysis

The Rise of the "Swing States": The Global South's Power Play

The Cold War binary is dead. A new bloc of "Geopolitical Swing States" —India, Brazil, Saudi Arabia, Turkey—is refusing to pick a side, playing superpowers against each other to maximize national gain.

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