Insights on five things that matter this week
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I come away from two weeks in Asia with a more upbeat assessment of Asia's economic outlook, but with reinforced concerns about Asia’s geopolitical risk profile.
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Insights on five things that matter this week.
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Insights on five things that matter this week.
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Commodity flows provide insight into the health of globalisation (not so bad) as well as the global economic fragmentation caused by geopolitical rivalry (not so good)
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Insights on five things that matter this week.
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Loose fiscal policy is likely over the next year, with multiple major elections reinforcing pressure for government spending
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Insights on five things that matter this week
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The changing global economic & political environment took centre stage at last weekend’s Jackson Hole meetings of the world’s central bankers
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Insights on five things that matter this week
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Insights on five things that matter this week
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From Maersk to China, there are signs of changing patterns of global trade flows – but externally oriented growth models still work
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Insights on five things that matter this week
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After decades of expecting China to converge to Western economic models, strategic competition is driving convergence of US policy in the other direction
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Rising rates will constrain governments’ fiscal space on high debt servicing costs and the need to offset reduced private borrowing
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Insights on five things that matter this week
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Insights on five things that matter this week
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The disruptive impact of generative AI will boost labour productivity growth and will be a major vector of geopolitical rivalry
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Perspectives on five things that matter this week
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Disruptive change in the global environment is placing stress on growth models in Europe & beyond, requiring rapid policy responses
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