Focused Thinking
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
Sustainability
Europe’s renewables market is at an inflection point amid new electricity demand from electric vehicles; with the right policy incentives in place, it can realize its full potential
4 min read | August 2026
Technology
Early evidence shows that AI-related hirings are more than firings, but there is reduced demand for entry-level workers
5 min read | August 2026
Annual Outlook
We maintain a broadly positive outlook, but we are cognizant of the large number of risks building
5 min read | August 2026
Economics
Our weekly update of the developments and key themes around the US economy
1 min read | August 2026
Central Banks
Oil prices, irrigation and policy can sometimes matter more than rainfall
4 min read | July 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
Economics
We consider how the Takaichi administration can achieve the high growth projected in its first growth strategy
3 min read | June 2026
Economics
Geopolitical transition, the China shock and the AI revolution are reshaping Asia’s economies
4 min read | June 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
Annual Outlook
We revise our outlook for FY2026 and FY2027 considering the current climate of uncertainty
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
The energy security push creates opportunities in domestic infrastructure investment, green tech exports led by China and ASEAN, and growing LNG and critical mineral shipments
6 min read | May 2026