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Category: Emerging Markets

Venezuela as the First Protectorate of the New Empire

  • J-P. Pizzini
  • January 6, 2026
  • Commodities
The declaration came without hesitation and without disguise. Hours after the capture of Nicolás Maduro, Donald Trump announced that the United States would govern Venezuela...
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The Empire Is Back, and It Doesn’t Ask for Permission

  • J-P. Pizzini
  • January 5, 2026
  • Commodities
The overnight seizure of Nicolas Maduro, flown from a guarded military base near Caracas to a New York prison, was not merely a spectacular operation....
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The Return of the Usual Suspects: Risky Sovereigns Ride the Global Yield Hunt

  • J-P. Pizzini
  • November 5, 2025
  • Emerging Markets
Some of the world’s most precarious sovereign borrowers are tiptoeing back into international debt markets, eager to cash in on investors’ growing appetite for yield,...
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Trump Builds Tariff Walls, Xi Sells Through the Windows

  • J-P. Pizzini
  • September 23, 2025
  • Emerging Markets
President Xi Jinping’s export machine has ploughed through five months of Trump’s eye-watering tariffs and somehow still delivered a record $1.2 trillion trade surplus. Restrict...
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How Xi and Putin Redrew the Energy Map

  • J-P. Pizzini
  • September 3, 2025
  • Commodities
Donald Trump swept back into the Oval Office, promising “American energy dominance.” What he delivered instead was a circus: photo ops, tariff tantrums, and Truth...
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Trump’s Tariffs Push Modi Into Xi and Putin’s Arms

  • J-P. Pizzini
  • September 1, 2025
  • Emerging Markets
It took Donald Trump’s second coming to achieve what years of border clashes, diplomatic frigidity, and mutual suspicion could not: a strategic rapprochement between India...
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How to Lose Allies and Strengthen Rivals – The Washington Way

  • J-P. Pizzini
  • August 11, 2025
  • Developped World
Still nursing the bruises from Donald Trump’s 50% tariffs, India has arrived at a fresh, bitter conclusion: the American president seems perfectly happy to rough...
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Trump’s Brazil Barrage: Tariffs, Tantrums, and a Tropical Witch Hunt

  • J-P. Pizzini
  • July 10, 2025
  • Commodities
Donald Trump has once again lobbed a diplomatic grenade, this time in the direction of Brasília. His threat to impose a whopping 50% tariff on...
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Beijing’s Silent Symphony: Undermining the Dollar, One Bond at a Time

  • J-P. Pizzini
  • July 8, 2025
  • Emerging Markets
While Washington busies itself with tax theatrics and tariff tantrums under Trump 2.0, Beijing is quietly tuning its instruments for a more strategic performance: the...
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