The $2.5 Trillion Trade Finance Gap: How Tariffs and Policy Uncertainty Are Reshaping Global Trade
A company can have a willing buyer, a reliable supplier and a profitable cross-border transaction and still be unable to complete it if it cannot finance the period between shipment and payment. That is the problem at the heart of the trade finance gap. As tariffs, regulatory changes and supply-chain disruptions make international commerce harder […]
Why Demographics Are Becoming a Major Market Variable Again
Markets are usually explained through a familiar chain: interest rates, inflation, earnings and valuations. Yet beneath those variables sits something slower-moving and increasingly consequential: the number of people working, spending, saving, borrowing and retiring. That is why demographics and markets are becoming harder to separate. Fertility, migration, longevity and the size of the working-age population […]
