Economics
How AI Masks America's Rising Risk Premium
Global concentration in USD assets has become so extreme that an AI setback would likely cause USD depreciation
5 min read | September 2026
Focused Thinking
Focused Thinking
Economics
Global concentration in USD assets has become so extreme that an AI setback would likely cause USD depreciation
5 min read | September 2026
Technology
Navigating AI’s value challenge by prioritizing spending
4 min read | September 2026
Technology
Building auditable, controllable AI systems for regulated environments
5 min read | September 2026
Economics
A shortage-driven chip cycle points to price strength through 2027 and beyond
5 min read | September 2026
Economics
Several factors are weighing against the dollar and the actions currently being taken will not likely limit the downside
4 min read | August 2026
Technology
Public transport operators are modernizing legacy traffic and transport planning processes with state-of-the-art software tools
5 min read | August 2026
Economics
Our weekly update of the developments and key themes around the US economy
1 min read | August 2026
Economics
US labor market data show minimal AI disruption to date, with employment and wages in AI-exposed sectors remaining resilient despite rising layoff announcements.
3 min read | July 2026
Japan in focus
Tokyo Stock Exchange reforms are providing rare opportunities for domestic and foreign buyers of Japanese companies
4 min read | July 2026
Central Banks
The Fed's proposed trimmed-mean inflation metric may understate price pressures, risking policy errors and aggressive hikes later
4 min read | June 2026
Central Banks
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2026 by region.
3 min read | June 2026
Economics
Canada will likely secure an agreement with the US on the United States–Mexico–Canada Agreement (USMCA) but under a more conditional framework that institutionalizes volatility and weighs on growth
4 min read | May 2026
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 2026
Economics
We expect US tariff policy to continue its current de-escalatory trajectory, despite the possibility of episodic flare-ups
5 min read | March 2026