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After years of stagnation, digitalisation is leading to a significant increase in electricity demand
Japan’s Retail Market in 2025: Balancing Tourism, Currency Fluctuations, and Strategic Consolidation
Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?
A look at the risks that the U.S. debt trajectory could become dynamically unstable
Foreign investors reduced their holdings of U.S. assets in April, but only to a very small extent
By: Lukas Ahnert, Murray Birt, Frederike Bauer, Jay Joshi
Investing in a ‘brave’ new world
Competition for raw materials vital for the energy transition is intensifying
Cautiously optimistic: Our forecasts for the next 12 months
Foreign investors rethink US assets, but the S&P 500 is global and digital
Is Asia Self-sufficient in Times of Deglobalization?
By: Jason Chen, Dirk Schlüter, Ajay Chaurasia
By: Maria Milina, Elke Speidel-Walz
India’s economic outlook remains attractive, and the recent market pullback creates an entry opportunity for investors
By: Michael Lewis, Jay Joshi, Murray Birt, Maria Milina
Transformation guided by a northern light
New world order for trade: What Next?
China Banks: Signs of Bottoming Out
