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America’s border crisis in ten charts

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THE CRISIS along America’s southern border is a political liability for Joe Biden. Polling suggests that just 27% of Americans approve of the president’s handling of immigration; more than twice as many say they trust Donald Trump, his likely challenger in November’s election. Increased migration is not all down to policymaking in Washington, DC. But our ten charts below show how the problem has worsened over recent administrations.


Image: The Economist

Start with the number of undocumented, or illegal, migrants crossing the border. By these numbers Mr Biden is a clear outlier. During his presidency there have been record numbers of apprehensions and expulsions at the border; nearly 250,000 people crossed in November alone.

The president with the lowest number of arrivals in at least four decades is Barack Obama.  During his first term yearly apprehensions averaged out at just 431,000, down from an average of 1.2m in the 1980s through to the early 2000s.

Numbers began to rise again under Mr Trump. In 2019 the surge was so great that a quarter of the recent arrivals were released into the country, as government detention facilities and local jails struggled to keep up.


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America’s tight labour market increases the incentive for people looking to earn a better living. Wars and global instability are also playing a part. Whereas most migrants used to come from just Mexico and the Northern Triangle (El Salvador, Guatemala and Honduras), people from these countries now make up less than two-thirds of all those apprehended (see chart 2). The share of Venezuelans is growing, and tens of thousands of people from as far as India, Russia and China are also seeking asylum in America.


Image: The Economist

All this is putting pressure on the country’s overstretched immigration courts. Our third chart shows that the backlog of cases more than doubled during Mr Trump’s presidency, and doubled again under Mr Biden—the backlog now stands at more than 3m.

The number of judges who deal with these cases has risen steadily over time, though not by enough to make a dent. If America’s 659 immigration judges ruled on four cases every business day it would still take them more than four years to clear the docket (without adding any other cases). The Congressional Research Service, a government body, reckons that even doubling the number of judges would not clear the backlog until 2032.


Image: The Economist

Our fourth chart shows what this backlog means for asylum waiting times. Judges reached a decision on only around 70,000 applications in the 12 months to October. Most of those cases are likely to have been several years old. The long wait is a further incentive for migrants to cross the border illegally, even if they have a weak claim to asylum. The low chance of detention means they could get at least a few years’ work in America before a decision is even made.

Roughly equal numbers of people were granted and denied the right to stay in the past two years. That is far more than in Mr Trump’s day, when only around a third of rulings ended in asylum being granted.


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Handling these cases is all the more difficult when families and children are involved. Immigration detention centres were built to house single adult men, not families and children. Encounters of unaccompanied children reached similar peaks under both Mr Obama and Mr Trump (though the latter’s administration also separated children from their parents, meaning the true number was even higher). During the most recent wave, under Mr Biden, the number has rocketed (see chart 5).


Image: The Economist

Despite these pressures, the number of agents hired to patrol the border has barely budged since at least 2014. In the 2017 fiscal year, during which Mr Trump was elected president, there were 746 fewer agents than the year before. In the year of the 2020 election, the number rose by less than 100. Funding for Customs and Border Protection (CBP), the agency charged with patrolling America’s borders, has stalled amid partisan fighting. Adjusted for prices, this fiscal year’s requested budget for the agency is roughly the same as it was in 2018.


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Detaining illegal migrants can be done by CBP officers at the border, or by the Immigration and Customs Enforcement (ICE) agency anywhere in the country. Mr Trump enjoyed the show of force that came with ICE raids; they were a prominent feature of his time in office. Arrests peaked in May 2019, when roughly 57,000 people were taken into custody. That has since dropped to roughly 20,000 per month during Mr Biden’s term.


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Some of these detentions will lead to deportations, rates of which have fallen since Mr Obama left office (he was nicknamed “deporter-in-chief” among rights groups). Annual “non-citizen removals” were on average 22% higher in his second term than in Mr Trump’s time in office.

The current administration has taken a different approach. On the campaign trail in 2020 Mr Biden promised a pathway to citizenship for some unauthorised immigrants already in America. Deportations have since dropped to record lows. ICE was told to prioritise certain people for deportation, mainly recent arrivals or those who posed a threat to national security. The perception that Mr Biden is more welcoming than his predecessor is no doubt contributing to the current surge.


Image: The Economist

Despite the increasing number of migrants reaching the border, the amount of people actually living in America illegally had, until recently, been falling. The Pew Research Centre reckons that there were 10.5m illegal immigrants in 2021, the latest year available. That is roughly the same as in 2017 and fewer than in any other year between 2005 and 2015. It also puts illegal migrants at roughly 3% of people living in America and 22% of the country’s foreign-born population—the lowest shares since the 1990s. This data does not include estimates since the latest wave of encounters at the border; some 600,000 people are thought to have slipped through undetected in 2023. But the numbers did go down under Mr Trump and Mr Obama and in the latter years of George W. Bush’s presidency.


Image: The Economist

Our final chart shows how America’s opinion of illegal migration has hardened, especially among the left. A poll in December 2017 found that only 12% of Democrats favoured building a wall at the southern border (one of Mr Trump’s main campaign promises in 2016). In December 2023 that rose to 32%.

Construction of the border wall, however, has done little to help. For all Mr Trump’s talk, the Obama administration added more new barriers than he managed. Building has continued under Mr Biden, though record numbers of people are still showing up. Decades of neglect wrapped up in political fighting has crippled the country’s immigration system. Our charts show that neither party has made meaningful improvements.

Economics

UK Has a New Prime Minister Without a General Election

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UK Has a New Prime Minister Without a General Election

On July 20, Andy Burnham has been chosen to be the next Prime Minister in UK. The appointment of a new Prime Minister in the United Kingdom often raises questions from people outside the country, especially when no nationwide election has taken place. Many wonder how a new national leader can assume office without voters casting ballots. The answer lies in the UK’s parliamentary system, where the Prime Minister is not directly elected by the public but is instead chosen based on who commands the confidence of the House of Commons.

How the UK Selects Its Prime Minister

Unlike presidential systems where citizens vote directly for the head of government, the United Kingdom elects Members of Parliament (MPs) during a general election. The political party that secures a majority of seats in the House of Commons usually forms the government, and that party selects its own leader to serve as Prime Minister.

If the leader resigns, becomes unable to continue, or is replaced by their party, the governing party can choose a new leader without triggering a general election. As long as the new leader is able to maintain the confidence of Parliament, they can immediately become Prime Minister after being formally appointed by the monarch.

Why No Election Was Required

A general election is not automatically required every time the office of Prime Minister changes hands. The governing party retains its parliamentary majority because voters elected MPs rather than an individual Prime Minister. If the ruling party chooses a new leader through its internal leadership process, the government continues to operate without interruption.

This constitutional arrangement provides stability and allows the government to continue functioning during periods of political transition. It also avoids the expense and disruption of holding a nationwide election every time party leadership changes.

The King’s Constitutional Role

After a governing party elects a new leader, the monarch invites that individual to form a government. This constitutional step is largely ceremonial and follows long-established conventions. The King appoints the person most likely to command a majority in the House of Commons, ensuring continuity of government.

Although the monarch formally appoints the Prime Minister, political power rests with Parliament and the elected representatives of the British people.

Could an Election Still Happen?

Yes. A newly appointed Prime Minister has the authority to request a general election if they believe it is politically advantageous or if they seek a stronger public mandate. Parliament can also reach a point where a government loses the confidence of the House of Commons, potentially leading to an election or the formation of a new government.

In many cases, however, a new Prime Minister continues governing until the next scheduled general election.

What This Means for the UK

The UK’s parliamentary democracy is designed to ensure government continuity while respecting the results of the most recent general election. Leadership changes within the governing party do not automatically alter the composition of Parliament, which is why a new Prime Minister can take office without another nationwide vote.

Understanding this process helps explain why political transitions in the United Kingdom can appear different from those in countries with presidential systems. While the Prime Minister may change, the democratic mandate of Parliament remains in place until voters elect a new House of Commons at the next general election.

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Economics

Global Grid Upgrades Reshape Macro Economics

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Global grid upgrades reshape macro economics

On July 21, 2026, global economic analysis shifts focus toward a defining structural macroeconomic trend: the massive expansion of public and private capital deployment into high-capacity electrical grid infrastructure. As industrial electrification, automated data center hubs, and renewable energy integration accelerate worldwide, sovereign governments and institutional investors are facing a monumental economic challenge. Updating legacy power grids to meet skyrocketing demand has emerged as a primary driver of long-term capital expenditures and industrial productivity across both developed and emerging market economies.

According to international economic policy updates released this week, grid infrastructure investments are projected to exceed multi-trillion-dollar thresholds over the coming decade. Economic planners caution that without modernized, high-voltage transmission networks, regional manufacturing sectors face severe energy bottlenecks, localized power price volatility, and operational constraints. Consequently, infrastructure spending is rapidly transitioning from passive utility maintenance into a vital component of national economic competitiveness and industrial policy.

The macroeconomic ripple effects of this capital deployment are being felt across global commodity markets and labor networks. High demand for structural industrial inputs—such as copper, aluminum, specialized electrical steel, and high-capacity transformers—has created sustained pricing support for critical material producers. Simultaneously, the specialized technical labor required to manufacture and deploy modern grid hardware is driving wage growth in industrial sectors, adding a complex new layer to central bank disinflation trajectories.

For global policymakers and strategic investors, the economics of energy grid modernization represent a double-edged sword. While massive infrastructure investment boosts short-term gross domestic product (GDP) and strengthens domestic industrial foundations, it requires disciplined fiscal allocation to prevent inflationary crowding-out of private capital. Countries that efficiently streamline grid infrastructure permitting and mobilize private investment will secure lower long-term energy costs, attracting high-tech manufacturing and reinforcing sustainable economic growth.

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Economics

Global Trade Realignment and Supply Chains in 2026

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Global Trade Realignment and Supply Chains in 2026

The international trade architecture entering the second half of 2026 is undergoing a profound structural pivot. As major sovereign economic blocs adjust to the long-term impact of unilateral tariffs and escalating regional subsidies, traditional globalized supply chains are being rapidly replaced by bilateral trade corridors and regional alliance networks. Data released in late July 2026 highlights a significant divergence: while cross-continental freight volumes between non-aligned partners have cooled, intra-regional trade throughout North America, Southeast Asia, and Eastern Europe has surged to record levels. This shift reflects a broader macroeconomic strategy wherein multinational corporations prioritize geopolitical resilience over pure cost minimization.

The primary economic catalyst behind this regionalization is the proliferation of sector-specific tariffs targeting critical industries, notably battery components, clean energy technology, and advanced semiconductor hardware. In response, global manufacturers have adopted multi-tier sourcing models that distribute production across intermediate partner nations before final assembly. While this strategy successfully bypasses primary import duties, it adds structural layers of logistical complexity and administrative oversight. Economists note that while total output remains robust, aggregate production costs have drifted upward, contributing to persistent baseline inflation across major consumer markets.

Simultaneously, currency settlement patterns within these regional blocs are experiencing a notable transformation. Sovereign central banks and commercial institutions are increasingly utilizing localized currency swap lines and digital clearing mechanisms to settle cross-border trade transactions. This transition reduces direct exposure to foreign exchange volatility and mitigates third-party liquidity constraints, further solidifying regional economic cohesion. However, for developing economies situated outside these primary trading alliances, the tightening of international trade networks presents severe challenges, restricting access to key export markets and foreign direct investment.

For corporate strategists and policy analysts navigating late 2026, success requires a thorough understanding of these emerging trade corridors. Organizations must conduct regular risk assessments of their multi-tier supplier networks, model tariff sensitivities under shifting geopolitical scenarios, and invest in real-time supply chain telemetry. As regional economic blocs strengthen their regulatory borders, supply chain agility and compliance fortitude will distinguish market leaders from vulnerable enterprises in the evolving global economy.

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