Coface news, economic updates, and business insights

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Navigate uncertainty with Coface's global risk assessments covering more than 160 countries and 13 sectors.

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Economic publications

  • #Economic publications

    US-China trade agreement: A tactical truce, not a strategic shift

    On Oct. 30, Presidents Xi Jinping and Donald Trump met for the first time since 2019, on the sidelines of the APEC summit in South Korea. The two powers reached a tactical agreement allowing the United States to gain time to diversify its sources of rare earth supplies and China to manage deflationary pressures and pursue technological self-reliance.

  • #Economic publications

    Is U.S. consumer demand driven by the AI bubble?

    What do consumer demand, stock prices and household balance sheets have in common? Quite a lot, actually - and it may all be tied to Artificial Intelligence. Our North America economist Marcos Carias dives right in.

  • Risk Dashboard

    Navigate uncertainty with Coface's global risk assessments covering more than 160 countries and 13 sectors. 

  • #Economic publications

    Rice: India lifts export restrictions causing global prices to plummet

    Rice prices have fallen 35% in one year to their lowest level since 2017 (around $360 per ton) following India's lift on export restrictions. After three years of extreme volatility, the market is facing a glut (541 million tons produced in 2024), pushing prices down and upsetting the balance for global producers and importers.

  • #Economic publications

    Coface Risk Review October 2025: The calm during the storm

    The global economy weathered the trade turmoil of the first half of 2025, but the coming quarters will see a spreading of the longer-term effects. The October 2025 Coface Risk Review analyses global dynamics, placing its focus on the surge in social and political risk, and the strategic challenges facing the Gulf countries.

  • #Economic publications

    U.S. economic update: Who’s really paying for the tariffs?

    It’s been a whole six months since Liberation Day — the day the White House announced a wide sweep of global tariffs that sent the market into a panic. So where do things stand now? And who’s really paying for the tariffs? Our North America economist Marcos Carias dives right in.

  • #Economic publications

    Japan at the crossroads: Will it escape the deflationary trap?

    After nearly three decades of deflation, Japan has experienced a sustained rise in prices since 2022, marking a potential turning point for its economy. This reflation phase was initially triggered by external factors such as surging commodity prices and a weaker yen but has now evolved into a domestic dynamic driven by wage growth and services price increases.

  • Risk Dashboard

    Navigate uncertainty with Coface's global risk assessments covering more than 160 countries and 13 sectors. 

  • Trade Talk podcast

    Dive into the world of global trade with Coface's Trade Talk podcast. Listen to conversations with trade experts as they examine current market dynamics and growth strategies. 

    Tune in to Trade Talk now