Knowledge, Tools, Trends, and More on Sector Investing and Markets

Month July 2026

Coffee, Ethanol, and Aircraft: Navigating the US-Brazil Trade Relationship for Investors

Introduction The US-Brazil trade relationship, one of the largest bilateral corridors in the Western Hemisphere, has been thrown into fresh uncertainty this month. On July 15, 2026, the US announced a 25% tariff on most Brazilian imports under Section 301… Continue Reading →

The NATO 5% Defence Spending Surge: What the Rearmament Supercycle Means for Investors

Introduction At the 2025 NATO Summit in The Hague, member states committed to one of the most significant defence policy shifts in the alliance’s history: raising defence spending to 5% of GDP by 2035. The commitment breaks down into 3.5%… Continue Reading →

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