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Despite being the world’s largest consumer of commodities, China lacks certain essential materials and relies heavily on imports, especially of oil, natural gas, copper, aluminium and nickel. To address this dependency, the country has implemented a long-term strategy that includes the stockpiling of strategic reserves, which could affect global commodity prices.

Despite the reduction of the public deficit to around 2.8% of GDP, the Treasury’s funding needs remain high, with a projected net issuance of 60 billion euros. It will also have to deal with the end of reinvestments by the ECB and the impact of interest rates on public debt.

A real-time analysis of wage incomes shows that, in 2022, the impact which the pandemic had on inequality has been undone and that it now stands at a very similar level to that which existed prior to the pandemic. 

The conflict in Ukraine has truncated forecasts that 2022 would be the year of the definitive revival of foreign exchanges, especially tourism.

We break down the causes of Silicon Valley Bank’s collapse, and also its consequences: from the fall of Credit Suisse to the impact on investor expectations and banking stocks.

We are facing a new year of strong economic emotions, so it is advisable to make the most of the Christmas break to take a respite.

The beginning of 2025, with a month of January marked by contrasts, exemplifies how political and geo-economic risks can continue to steer the market.