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A changing gas market may be making gas storage levels a less reliable guide to winter risks. Still, there are good reasons to worry about upcoming heating bills.
Rising food prices hit emerging-market consumers hard, but shared commodity shocks could have unforeseen implications for inflation around the globe.
The challenge is no longer just how much debt the U.S. has, but how expensive it is becoming to finance it
U.S. productivity is rising, but workers’ pay is not keeping up with inflation. That makes the latest data more difficult to read.
Our CROCI analysis highlights the importance of valuation assumptions
Technology does not simply destroy work. Early indications are that US labor demand is shifting toward jobs where productivity—and automation—advance more slowly.
The real yen is trading close to historic lows. The reason lies less in interest-rate differentials than in three decades of persistent capital outflows.
France’s politics may be febrile, but manufacturing costs suggest that Macron will leave the country more competitive than he found it.
AI is driving earnings and markets. But after the rally, the risk-reward balance is becoming more demanding
Past El Niño episodes show agricultural prices can react late and unevenly. Nevertheless, the current risks need to be taken seriously.
Why UK yields are now driven more by global rates than domestic politics
Europe’s infrastructure needs are no secret. What is changing is the pipeline of projects, public backing and room for private capital.
Normalization in leisure & hospitality – a signal for the broader U.S. labor market?
Not so long ago, Eurozone inflation was almost too dull to mention. Nowadays, the opposite risk looms: rising factory-price expectations deserve attention – but not panic.
U.S. productivity is improving. In aggregate economic data, however, the AI dividend remains easier to imagine than to measure.
