Articles

Quick View: FDA’s Approval Of Dexcom’s Over-The-Counter Stelo Glucose Biosensor System Will Expand Access To Diabetes Management Devices

Healthcare / United States / Thu 07 Mar, 2024

The Latest: On March 5 2024, the US Food and Drug Administration (FDA) approved Dexcom’s Stelo Glucose Biosensor System, marking the first FDA approval of an over the counter (OTC) continuous glucose monitor (CGM). The device is an integrated CGM that is to be worn on the upper arm and lasts for up to 15 days before it needs to be replaced. It

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EU Elections: Shift To The Right, Policy Continuity To Persist

Country Risk / Europe / Thu 07 Mar, 2024

Key View

  • Incumbent European Commission President Ursula von der Leyen’s confirmation as her party’s lead candidate in the June European parliamentary election comes as we expect the European People’s Party to defend its pole position in the legislature. 
  • This is despite the growing discontent with European mainstream politics amid weak
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Winners And Losers: A New Ukrainian Economy Will Look Different

Country Risk / Ukraine / Wed 06 Mar, 2024

We retain our view that the economy will not return to its pre-war size until 2031. By pre-war we refer to the size of the economy in 2013, before Russia’s first invasion of Ukraine. Ukraine’s National Recovery Plan (NRP) assumes that Ukraine will achieve growth of 7% or higher over the next decade. We believe the NRP, released in 2022, did not

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LatAm Consumer Watch: Inflation Prints Uneven, Weakness In Chile And Colombia While Mexico Stands Firm

Consumer & Retail / Latin America / Tue 05 Mar, 2024

What The Consumer Team Is Watching In The Week Ahead

Over the coming week, our Country Risk Team will be watching the February inflation data for Chile, Colombia and Mexico. The recent backdrop has varied across these markets: inflation has steadily cooled in Chile, while it remains notably high in Colombia, and has recently picked up some

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Glencore: Increasing Share Of Critical Minerals In Asset Portfolio

Mining / Global / Tue 05 Mar, 2024

Key View 

  • In January 2024, Congo-Brazzaville signed an USD850mn debt deal with Glencore for amounts loaned out in 2015 and 2016. The debt owed to Glencore was to be paid using future oil deliveries over a 5-year period but remains unpaid. The IMF approved funding of USD445mn to aid Congo-Brazzaville's declining economy in 2019. However, only
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