The economy as a whole: growth, inflation, jobs and interest rates, and the central banks and treasuries that steer them.
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Steam, electricity and computers each took decades to show up in productivity statistics. History suggests AI could pay off faster, but history also tells us that gains depend on how quickly firms reorganise.
9 min read
Germany has a reputation as a global powerhouse but in recent times its economy has struggled. Long term factors, geopolitical shocks and government responses shaping the German economy, all beg the question: can Germany climb its way back?
Robert Hall and Michael Woodford won the 2026 Nobel Prize in Economics for rebuilding macroeconomic models around how households and firms form expectations. This piece provides an insight into their work and what it means for central banks today.
As global passive ETF assets under management approach $24 trillion, billions in savings are rushing into index-tracking fund for a sense of diversification, and the market structure is being changed dramatically. From the loss of active price discovery in market to creating the passive feedback loops for investor, the loss of active arbitrageurs in market is creating an enormous concentration risk for investors.
Japan's currency has continued to fall despite rising interest rates, exposing the limits of monetary policy when global markets move against domestic priorities.
France’s bond revolt is starting to look less like a market wobble and more like a eurozone-style warning, as political paralysis, rising borrowing costs and a government with little incentive to shrink the debt pile threaten to drain investor confidence and leave the French economy paying the bill.
Some would describe the so-called "neoclouds" as the railways of the AI revolution that facilitate the steam-trains of the next most powerful chips to thunder across. However, are these AI infrastructure giants economically viable in the long term?
How Bangladesh’s garment industry transformed more than just the country’s exports, giving millions of women paid employment and reshaping education, fertility and household decision-making.
Trump's promised $5,000 dividend has no confirmed funding source, raising questions about its inflation and economic risks. Here's what the numbers say.
Four years after default, Sri Lanka has growth, reserves and a near-complete restructuring, and an IMF review that just ended without agreement. The recovery keeps getting rescheduled, not resolved.
As 16% of global investable assets are expected to be tokenised in 2035, the question of what settlement asset to use for digital finance raise. From "atomic settlement" to challenging the status of SWIFT, Central Bank Digital Currencies（CBDCs）seems to be the most ideal currency for the future. If so then how should central banks of developed countries should change their policies to adopt this new landscape?
Rising government borrowing and an AI-driven corporate debt boom are testing how global capital is allocated across an increasingly crowded bond market.
Many developing economies are rich in commodities but capture little of the value created from them. Moving beyond extraction and into processing, manufacturing and branding could be key to escaping commodity dependence.
Unprecedented AI infrastructure demand has created a memory-chip squeeze. The same semiconductor materials powering your Claude Pro subscription are also needed to build the device you use to access it. The AI giants are hesitant to take their foot off the CapEx gas pedal but what implications has this had for the cost of your new iPhone?
Partition swapped Punjab's economic capital almost overnight - and almost eighty years later that divide is still shaping the region's economy.
South Africa's six-quarter growth streak just got broken by a trade drag. Weeks after the quarter closed, the port meant to fix that blockage fell over
Congo is paying to map its own subsoil and intends to charge for the results. The bet is that better information, rather than more investment, is what turns mineral wealth into bargaining power.
Higher taxes, heavier borrowing and a labour market with no slack left are keeping Russia's war economy going. What the Kremlin sacrifices to keep it going is the real question.
The AI equity surge is spilling into the bond market, keeping US Treasury yields higher than what many think can be sustained. The AI Hyperscalers are expected to spend $700 billion this year. With no sign of slowing capital expenditures, how much more can the bond market take?
Digitisation transforms economies but its success ultimately depends on governing institutions. From India's UPI and Estonia's e-government to Britain's digital ID debate and China's surveillance infrastructure, which institutions are strong enough to keep it in check?
Chile has taken majority control of its lithium and investors have stayed. Peru has kept a market-friendly framework and watched output stall. What capital is pricing is not ideology but whether a government can bind its successors