Geopolitical Strains in the Taiwan Strait Push Borrowing Costs Higher in 2026 Geopolitical Strains in the Taiwan Strait Push Borrowing Costs Higher in 2026 Tensions flared once more across the Taiwan Strait in late January 2026 after fresh military exercises by China disrupted semiconductor supply routes. Global markets reacted sharply, with central banks from the Federal Reserve to the Bank...

Global Trade Accord Eases Tensions in 2026, Triggering Coordinated Rate Cuts Global Trade Accord Eases Tensions in 2026, Triggering Coordinated Rate Cuts In March 2026, major central banks announced synchronised interest rate reductions following the ratification of the Global Trade Accord. The agreement resolved prolonged disputes in the South China Sea and stabilised semiconductor supply...