Global politics is becoming more volatile, creating uncertainty but also opportunities for businesses and investors.

This rapid GDP growth would normally suggest that the Fed would turn hawkish again, as it expects renewed inflationary pressure.

Global sea freight rates have risen rapidly as a result of security disruptions in the Red Sea.

According to the latest opinion polls, right-wing populist parties are set to make the biggest gains: the far-right Eurosceptic Identity and Democracy (ID) and the conservative European Conservatives and Reformists (ECR) will probably become the third- and fourth-largest parliamentary groups, both increasing their number of seats by 20 compared with the last election in 2019.

We continue to expect the Red Sea disruptions to mirror the timeline of the war in Gaza, which we forecast will continue throughout 2024.

we expect sea freight rates to remain elevated throughout 2024 (albeit lower than year-earlier levels), given the shipping diversions resulting from the geopolitical situation in the Middle East.

Greece, Argentina and India are the three fastest-improving business environments in EIU’s Business Environment Rankings.

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